Search results by user ID 6930

Lists tab

egrace — Tue, 07 Jul 2015 14:46:06 GMT

Hello, I am using Method Classic CRM and finally realized that the information I am supposed to be able to access is mostly on the Quickbooks side to be accessed by the "Lists" tab

I have tried numerous times to access the tab but even after waiting an hour for it to load it never does. I can see everything on the CRM side as well as the limited info available under the other tabs on the Quickbooks side, except for the "Lists" tab.

My boss swears that he has us both set up with the same permissions so that he can see what I do but he can access and I can not. I am a Google Chrome user but also attempted using Microsoft Explorer just to see if that was it. Same problem.

If I can't see anything on the Quickbooks side we will probably just give up and make some changes to give me direct access to Quickbooks for order entry, customer info, and info on ongoing orders, inventory, etc.

PLease advise!

Re: Method CRM Report

egrace — Wed, 17 Jun 2015 22:01:29 GMT

Ahhh... So what you are saying is that I should open the report in Report Designer, make the additions I need, save with another name, then pull it in Method to test? I will try that in the AM and let you know. Thanks!

Re: Method CRM Report

egrace — Wed, 17 Jun 2015 21:42:12 GMT

Actually it is vice-versa. I can see the report in Method under the Custom option. What I want is to be able to get it with the Method Report Designer so that I can customize it further. Logically that should not be a problem but in this case the report is different when I access it through Report Designer.

Method CRM Report

egrace — Wed, 17 Jun 2015 20:46:31 GMT

Hi I'm hoping this is a simple one.... I am a Method Classic user however not the Administrator. The Administrator has not had the time or the inclination to create custom sales contact reports.

When I pull what I am sure is a stock report through Method Classic CRM I am getting different results than when I pull the same report through Method Report Designer.

The report is titled CRM_ContactsList.

I have created multiple contacts for several of my customers through the CRM. What I want is a report that nests a list of contacts under each customer. When I pull this report through Method Report Designer it is exactly the same except it does not list all of the contacts- just the main one.

I need to make some small additions but this is the basic report that I need to start with. Please help!