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In another application I was able to filter my contact list by open activities, then print out a bar chart with active contacts Mobile, office & alternate phone numbers. It was a great way to use driving and waiting time while on the road. The salesman would write their notes on the paper and update...
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I'm sorting a report detail section by Date. For any records with no Date assigned, how do I make sure they sort to the bottom? Is there a way I can identify and/or group these particular records and make sure they end of at the end of a list? Thanks
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Am wondering if it's possible to assign a custom report name when generating a report? My users are attaching a generated report to an email they are sending and I'd like to provide a more simple, custom report name. I've spent some time looking around the report designer settings but have...
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I am currently experiencing this error on viewing genrated report: 404 - File or directory not found. The resource you are looking for might have been removed, had its name changed, or is temporarily unavailable. The name of my report is "CashBalance" with no special characters. I even renamed...
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Hi Michael: Wondered if you had a chance to look at this issue further? I would like to know if there is something extra I need to do to make it work. These reports are filterable in QuickBooks and should be filterable in Method. Any suggestions would be appreciated. Shirley
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Hi: I found this on your forum over the weekend and tried to make it work without success: Question: Is there a way to create scheduled reports whereby I can filter by Rep? For example, I would like a rep to be able see his/her reports such as: Sales by Customer (whereby invoices are filtered by Rep...
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Hello, I'd like to add a button which opens up the user's default email client (Outlook, gmail, etc.), inserts the relevant to: and subject: fields, and possibly adds an attachment. I do not want to send mail through Method, for a variety of reasons. I know that for the attachment, I need to...
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I am looking to filter customers based on the record of the last completed activity for our call center. I want to be able to sort customers by the last time an activity was completed on their acoount. I have a customized customer list that I want to be able to quickly view all of the customers that...
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Hello... I would like to have a scheduled report filter by multiple classes as I can do in Quickbooks. Is this possible? The classes are unrelated, i.e. they do not have the same parent (so the "include subclasses" option will not work for what I need). Thanks, Claire
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Also just got this related error when trying to run one of the reports in Method. Error^Action Sequence Order:1^ERROR:These columns don't currently have unique values. at System.Data.ConstraintCollection.AddUniqueConstraint(UniqueConstraint constraint) at System.Data.ConstraintCollection.Add(Constraint...
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