Method:Classic General Q&A

Re: Data dump?

Method_Justin — Wed, 04 Jun 2014 21:10:47 GMT

Which table is it that you're working with? If it's Leads that you're dealing with, all the data is Method-only and doesn't sync with QuickBooks. If it's Contacts, the data does sync with QuickBooks and therefore any records you remove will be deleted from QuickBooks as well.

This Help Center article explains how to use a grid to delete multiple records from a table. Keep in mind however that you could be deleting records from QB as well, so use it with caution.

Hope this helps.

- Justin

Re: Data dump?

RadioGuru — Wed, 04 Jun 2014 20:02:32 GMT

Definitely do not to do that...I don't want to lose my customizations.

Are there other alternatives?

Could I delete the table and remake it?

Thanks, Gregg

Re: Data dump?

Method_Justin — Wed, 04 Jun 2014 19:26:24 GMT

Hi RadioGuru,

The easiest way to do this would be for me to put in a request to reset your Method account. It will restore your account to the way it was when you first signed up, prior to syncing, so you'll lose any activities, as well as any custom fields, screens, or tables. If you would like me to do this please email me your Company Account name.

Hope this helps.

- Justin

Data dump?

RadioGuru — Wed, 04 Jun 2014 17:57:44 GMT

We're new to Method and just imported a lot of contacts.

In retrospect, we wish would have handled the migration a little differently...so I am wondering if there's a way to dump all contacts we've imported so we have an empty table, so we can start the import process all over again.

Can anyone help?

Thanks, Gregg