Method:Classic General Q&A

Re: making a child table of customer

Ben B — Wed, 10 Jul 2013 16:21:30 GMT

yes we did and that fixed it. Having issues with web to leads, creating 2 contacts when I am adding an opportunity attached to a customer. So that had created a couple of empty entities, when I hadnt set the opportunity contact name.

Going to create another post in forum about that issue :)

Thanks for the help on this one though.

Re: making a child table of customer

Method_Adam — Wed, 10 Jul 2013 13:50:08 GMT

Mark - Thanks for the assist on this.

Ben,

Could you check to see if there is a duplicate entity in the account? That has caused this type of issue in the past.

- Adam

Re: making a child table of customer

Ben B — Wed, 10 Jul 2013 13:35:37 GMT

ok, thanks for the help.

Re: making a child table of customer

LaCrews — Wed, 10 Jul 2013 12:30:23 GMT

It sounds like there is a corruption that somebody at Method will need to fix. We've experienced the same thing from time to time. You'll need to contact them directly. They are generally very helpful in getting this stuff sorted.

Re: making a child table of customer

Ben B — Tue, 09 Jul 2013 23:23:17 GMT

Had already tried this, but did it again for entity and customer table and didnt help.

Re: making a child table of customer

LaCrews — Tue, 09 Jul 2013 22:51:32 GMT

Hi Ben

You might try opening the entity table and clicking the finished editing table button. You can then return to your other table and add try adding the dropdown again.

making a child table of customer

Ben B — Tue, 09 Jul 2013 22:20:53 GMT

I am no longer able to link a table to customer with the FullName field.

I have done the following steps

1. Enter a new table name.

2. Click add table

3. in field name put Name.

4. Changed field type to dropdown

5. click add field

6. Choose from existing table

7. Select the customer table

8. Choose a field only gives me the opton of recordID to select.

I thought I was able to choose FullName normally on that menu? I have created other tables before linking with fullname to customer. For some reason it no longer gives me the option.

thanks