Search results by user ID 2168

Method without Quickbooks

Wavetec — Thu, 23 Apr 2015 17:18:54 GMT

We are currently in the middle of a merger with a larger company and our quickbooks is going away before we get our CRM data into their CRM system. I was wondering if we discontinue the quickbooks server if we can continue to access data currently in the Method Database and also add any new customers data into the database up and until we cut over to the new CRM system at end of year. I understand that we will no longer have any financial stuff available but we use this more for tracking customer issues and work done.

Thank you,

Greg - WaveTec

Linking multiple tables for a report

Wavetec — Tue, 14 Oct 2014 18:29:14 GMT

I have a question about retrieving information from multiple tables with multiple entries all linked to one customer and reporting it in Excel.

Situation: We are a Medical Device company and each Customer has Separate CONTACTS; SURGEONS; DEVICE INFO.

Customer Table with basic customer info. (Name; Address; Rep; etc.)

A Contacts table has been linked to the Customer table. (Each Customer has multiple Contacts with Name; Phone; Email; etc.)

A Surgeon table has been linked to the Customer Table. (Each Customer has multiple Surgeons with Name; Phone; Email; etc. )(These are separate from Contacts but linked on the same page)

Currently, I can pull an Excel report from Contacts that has multiple lines of the Same Customer with each Contact for that Customer.

I.E. customer1 Contact 1 info...

customer1 Contact 2 info...

customer1 Contact 3 info...

customer2 Contact 1 info...

customer2 Contact 2 info... etc...

This works fine.

I also can pull the same information from the Surgeon Table. It works fine. Everyone is happy.

Here is what is being requested now...

One Single Report that has both Contact and Surgeon info (so they don't have to do Vlookups and link 2 separate XLS sheets)

I.E. customer1 Contact 1 info...

customer1 Contact 2 info...

customer1 Contact 3 info...

customer1 Surgeon 1 info...

customer1 Surgeon 2 info...

customer1 Surgeon 3 info...

customer2 Contact 1 info...

customer2 Contact 2 info...

customer2 Surgeon 1 info...

customer2 Surgeon 2 info... etc...

(Truly they would like Device info too but I figure if I can link 2 tables to 1 customer I can figure out how to do 3 tables.)

So I have linked all the tables together. In report designer I've been able to create a report with Customer as the main table and Contacts and Surgeons as sub tables but when I run the report I only get:

Customer1 info... Contact1 info... Surgeon1 info...

Customer2 info... Contact1 info... Surgeon1 info... etc...

I can't pull mutiple contacts or surgeons.

I have set up other reports with multiple "detail bands" that pull everything from a sub table but that was for a PDF not XLS. Will that work for Excel also? I need regular columns that are searchable and filterable etc. Not just a list like a PDF.

Thanks,

WaveTec

Re: website slow or not connecting

Wavetec — Fri, 13 Jun 2014 15:56:08 GMT

Justin, it lasted about 10 - 15 min. Then it finally opened the page and it worked. It continues to run more slowly than it did in the past years but it's usable.

This sort of thing is happening more and more often. It was once in a while, then once every few weeks, then once a week, and now it may happen 2 - 3 times a week. It times people out who are working in Method (screen freezes and then eventually goes blank), sometimes you can get to the login page and enter your info and log in but it just spins for 5 min and then times out, sometimes you can't even get to the login page and then it times out. It seems to mostly happen between 1 - 3pm PST but sometimes its at 10am PST.

I hope this helps. We run our entire ERP/CRM thru Method, so when it's down or slow we can't work.

Thanks,

Greg

Re: website slow or not connecting

Wavetec — Thu, 12 Jun 2014 21:27:01 GMT

Justin, I tried that with a few people and it didn't seem to make much difference and everything started working fine again. Now, at 14:20 PST, no one can connect to the Method Sign in page. I've tried from 3 different browsers and no luck just spinning. Something is going on with your servers or something is going on between us and your servers. Again all other sites work fine from my network right now. Also just ran a speed test and we're getting 11Mbps down and 18Mbps up. And my connection to you just timed out with "The server at www.methodintegration.com is taking too long to respon." error.

Re: website slow or not connecting

Wavetec — Tue, 10 Jun 2014 18:56:47 GMT

I just tried it and it took 20 seconds for the sign in page to load, then another 2 minutes of spinning to log in and it ended with an error: null then went ahead and logged me in anyway. I have NO other connection issues to any other sites at this time.

Hope that helps.

Greg

website slow or not connecting

Wavetec — Tue, 10 Jun 2014 18:50:05 GMT

I'm getting a lot of complaints about how slow the website is or unable to connect, just a spinning wheel... it is very intermittent and when it happens it usually affects all users. I notice it more in the early afternoon PST but it also occurs in the late morning also. I have mostly written it off as just a busy internet but it's getting worse and worse and all the other websites I test at the time of complaint work just fine so I don't believe it's my connection. I've also tested with different browsers with no luck, when it works it works just fine but when it doesn't work then nothing seems to help until it starts working again. Please advise.

Thank you,

Greg Shires

WaveTec

Re: Get List from Grid

Wavetec — Tue, 25 Feb 2014 18:07:43 GMT

Thanks Ben, that totally worked. I didn't use the Check Rows because on my Grid I needed All rows but other than that I was able to get my list. I tried this originally but I didn't start the Action Result before the Grid Loop so that was definitely the key.

Also I like the Show Message function to see if I'm collecting the correct info before I add it to the email. Great Tip.

Thanks again,

WaveTec

Re: Get List from Grid

Wavetec — Mon, 24 Feb 2014 20:42:24 GMT

Hey Ben,

I don't have checkboxes but I suppose I can add them and default them to checked but just to be quick about it what happens when you check multiple lines. I'm trying to get them a list of all the parts ordered on the screen

I don't know if you can see the print screen I tried to copy. I don't know how to upload an image either.

WaveTec - Greg

Re: Get List from Grid

Wavetec — Mon, 24 Feb 2014 17:28:52 GMT

Thanks for the reply Fran,

I'm able to do what you are saying, that's not my issue. What I need is for it to loop thru the Grid and capture line1, line2, line3, etc. and keep that in an action result so I can put it into an email body. Currently what I get is just line3 or the last line it reads whatever line that is.

Here's what I need:

1234 widget

5678 wingding

9012 nut

Thanks tho.

I recently tried using multiple action results and using the character funtion to "select next line item" but either I'm doing it wrong or that's not what it's meant for because I didn't get any results from that.

WaveTec

Get List from Grid

Wavetec — Fri, 21 Feb 2014 23:39:57 GMT

Hello,

I'm trying to retrieve multiple items from a Grid on my screen and save them as an action item so I can list them in the body of an email. Here's the scenario, I have a Parts Order Form Screen. On that screen is Cust. Name and important info plus an attached GRID from a separate parts table. Everything works great. You fill in the info for Cust, etc. fill in the parts needed on the Parts Grid/Table, save it, and it emails CustomerService that a part is needed and there is an attached PDF to see the screen so they know what part. - Works Great...

What I'm trying to get to is to use loop/grid; character function to retrieve the part# and partdescription; assign it to a action result; use the action result for the body of the email.

I have this working so far but it only saves the last part in the grid to the action result. I need it to remember the first part#/description; add the second part#/description; etc. to build a list that I can use in the body of the email.

I've tried assign value to action result (one for part # and one for part desc.) and used char func to join them within the grid/loop function but still just get 1 result. I also tried just using char func. alone to grab the value from row but I get the same result only the last part of the list.

I saw a forum post that referrenced looking at Print > Print selected from the INVOICE screen but I can find no such button on any of the *invoice* method screens.

Thanks in advance for you help.

WaveTec