Search results by user ID 7154

Re: Statement from Method

Method_Yashpreet — Thu, 17 Mar 2016 13:54:02 GMT

Hi Rick,

If you want to create a customer statements in Method, then you need to create a custom report for that. You can create custom reports using Report Designer. Here’s the link for Report Designer: https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Introduction-%26-Installing-Report-Designer&id=404

For this purpose, Customer table can be used as Parent table and Transaction table as a detail table.

You can put generate report button anywhere you like, for example on customer screen. if customization gets complicated for you as it involves setting lots of actions, then I would recommend you to reach your account manager so that he can set up consulting session with one of our consultant’s.

Hope this helps.

Yashpreet

Re: Possible Bug - Money-type Fields Not Updating to Blank Value

Method_Yashpreet — Tue, 15 Mar 2016 22:14:11 GMT

Hi Jack,

I was able to replicate it on my account. I created a ticket for our developers to take a look at this issue.

I will update you once this is resolved.

Yashpreet

Re: Statement from Method

Method_Yashpreet — Tue, 15 Mar 2016 14:33:37 GMT

Hi Rick,

You can add statement charges in Method. It can be created using Customers>Statement charges screen in Method.

Hope this helps. Please let me know if you are trying to do something else.

Yashpreet