Search results by user ID 4917

Re: Report Designer - Summary with Conditions

ttrudeau — Thu, 06 Aug 2015 13:31:58 GMT

I've done something similar for an estimate. We only wanted certian categories of items on some printouts. I modified the EstimateLineDetail section (click the EstimateLineDetail bar and then click the arrow box) and was able to create a filter string ([Item] Like 'Electrical%'). This would then filter out any lines where the item didn't start with Electrical. My summary was added as a normal summary. This only works on the Detail band from what I have seen. There's not a way to set a filter on groups that I am aware of.

Planning & Analysis of a Campaign

ttrudeau — Wed, 20 Jul 2011 20:59:25 GMT

I have been playing around with the CRM portion of Method and have come across the Planning & Analysis tab under Campaigns. The fields, "Expected Revenue", "Budgeted Cost", and "Actual Cost" do not appear to have any effect on my Analysis. Is there some other reporting feature that utilizes this information, or is it just for tracking purposes? I was thinking they would be used to compare my campaigns, but I can't seem to find any mention of this.

CRM Follow Up vs. New Activity

ttrudeau — Thu, 14 Jul 2011 20:54:07 GMT

I was wondering if there was any information on the difference between creating a new activity for an oppertunity versus using the Schedule a Follow Up tab on an existing activity. The follow up seems to just be another activitiy. Is this just included for ease of use, or is there something that distinguishes them?