MethodCRM Basics: Adding a Field To a PDF Report
In this video, I walk through how to add a field to a PDF report in Method. There is endless possibilities with Method development, and the report builder, and we are just scratching the surface with adding a single report to the PDF. For more help with report modifications or other workflows or automation, do not hesitate to contact us!
MethodCRM Basics is a short-form video series focused on practical, real-world tasks in MethodCRM. Each video covers a single topic, shows how to do it step by step, and highlights the development power of Method.
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