Method Community

Hi Wentsi, In order to edit or create new reports, you need to download and install the Method Report Designer. In your case, there is actually already a report with comments included and you can already access it from the Activity Reports screen. On Step 1, choose “Advanced” and click “Go to step 2”. On step 2 you will ...

Hi Eliza, The way the default Opportunities Dashboard is set-up is to allow you to filter the report based on the available users in the Filter By User dropdown. You can see that here. The easiest way to accomplish getting the report from all users would be to customize the screen and insert the same report again, just without this ...

Hi beltechs, The Estimate number on the default estimates screen is actually just the RefNumber from the estimates table. This number is not required to be unique in Method or QuickBooks and even if you assign it a value that already exists in QuickBooks, you will not receive any errors. It is still best practice to allow QuickBooks to assign ...

Hi beltechs, In Method, check to see if you have any conflicts which need to be resolved. Make sure you're in the CRM or QuickBooks tab group and go to QuickBooks -> Resolve Conflicts. The list should show any sync conflicts i.e. Invoices not syncing with QuickBooks, and give a description as to why this conflict occurred. Let me know ...

Hi Nick, I apologize for before, for some reason I was thinking you were having issues with the grid. If you are getting incorrect values in the dropdown list, make sure that you are not mixing up the Invoice RefNumber with the Invoice RecordID. These values will differ from each other for each record and mixing them up can definitely cause ...

Hi Blake, What information are you using to calculate the commission amounts? Is it possible for you to simply add a custom linked field into your InvoiceLineItems table to obtain the information you need? I believe I understand what you are trying to do and to my understanding it should work, but it may be slow this way. -Audisho

Hi Nick, Sorry I was not able to get this resolved on Friday. I have logged into your account and had a look at your table and screen. It appears that the issue was that the Invoice Lines grid was not refreshing when you selected a new Event. I created a copy of your screen and added "Refresh All Grids" into the OnClick event of ...

Hi chelsmbc, I do not believe this is possible. By the looks of it, the screen pulls a different report depending on the options you select. If you wanted to be able to have the report be grouped by Company Name, you would need to create a report that does this in Report Designer. You would then be able to add that option to the radio buttons ...

Hi Nick, Sorry I am still trying to understand what is causing this to not function. Do the dropdown fields in the Event table look like this? With Customer being from Customer -> FullName and Invoice being from Invoice -> RecordID. -Audisho

Hi scottaskinosie, Building on what Fran said, there are a couple of ways you can accomplish this. In the “Customers” table, there is the field “CreatedDate”. You can add this field to any grid based on the “Customer” table to be able to filter by dates. The grid on the “CRM_CustomerList” screen ...