Method:Classic General Q&A

Re: Moving activities from old to new method account

Method_Ben — Tue, 10 May 2016 15:04:52 GMT

Hi Sam,

The ActivityCompanyName field is actually auto-populated from within Method, based on the Entity's Company name for the contact the activity is for. This field is used by some back-end logic, and is not typically intended to be seen on-screen within the stock apps (not that there would be any problem with you adding it yourself).

To test, try importing a single activity for an exsiting entity. Assuming the import goes correctly, go ahead and export and take a look at your previously imported activity and you'll see this field has been filled in for you!.

Hopefully this clears things up.

Thanks Sam.

-Ben

Re: Moving activities from old to new method account

SMDC_Sam — Mon, 09 May 2016 19:38:54 GMT

I'm sorry to reply to such an old thread, but I am attempting to do the same thing and am experiencing a different issue. I am "ActivityCompanyName" column. It defaults to "Do not import" and when I select "to existing field", ActivityCompanyName is not a choice in the dropdown menu. I've confirmed that the field is in the table in the new account.

Can you help me understand what's going on and fix it?

Thanks

Re: Moving activities from old to new method account

Method_Audisho — Fri, 05 Jun 2015 15:46:20 GMT

Hi scottaskinosie,

It was my pleasure. I’m very happy that this worked out for you!

-Audisho

Re: Moving activities from old to new method account

scottaskinosie — Wed, 03 Jun 2015 16:10:41 GMT

Thank you Audisho! You are the man!!!

That works just fine, I think I may be good to go now on the activitiy import. Thank you again for your diligence and support!!!!

Re: Moving activities from old to new method account

Method_Audisho — Wed, 03 Jun 2015 14:48:44 GMT

Hi scottaskinosie,

Don’t sweat it! I’m happy to help where I can, but if it ever gets to a point where I can’t replicate the issue in order to provide you with a solution, that’s where you would need to speak with a consultant.

I’m glad to hear checking the Recurring box resolved the previous issue and we can move on. It looks like you actually stumbled upon a bug here. Even when creating a new activity, I’m not able to get the contact to populate using the popup window that’s displayed when selecting the ellipsis (…) button.

You should be able to locate the contact by beginning to type the contact name or company name into the dropdown field. A list of matching records will be displayed below for you to select. Is this not working for you?

-Audisho

Re: Moving activities from old to new method account

scottaskinosie — Tue, 02 Jun 2015 23:15:23 GMT

Sorry, I wanted to clarify that my experience with you has been very good and more than helpful, What I meant in my previous post in regard to speaking with a supervisor is as far as how much work it has been to facilitate the movement of our activities. I didn't want you to think that I am anything less than grateful for all of your help! You have been SUPER helpful and easy to work with and I truly appreciate your attention and assistance in this frustrating endeavor.

Re: Moving activities from old to new method account

scottaskinosie — Tue, 02 Jun 2015 20:08:29 GMT

Thank you Audisho,! I am still getting the error that it exceeds 8000 charatcters when I try and import but when I check the recurrent activity box I am able to get it to populate so that is fine.

The next issue is that I cannot get the activities to add the contact and company information. When I click on the ... next to contact in an activity it brings up the search box but when I click on "select" beside the correct contact the wheel spins for a minute and then nothing happens, the contact is not inserted:(

I appreciate your help with this and all issues. In regard to contacting a method partner I unfortunately cannot justify that. Before we switched from QB desktop to QB online our account rep said it would be an easy transition and then you yourself in a previous thread said that the migration could be done by simply following the directions in the help section of the website which clearly has not been the case.

I completely understand that you may be reaching the limitations of the help that you can offer our company with migration. If we were asking for soemthing like bulding a custom site or something outlandish I would be happy paying an outside partner. If it comes down to it I would be more than happy to speak with your superviser or another mangager at Method about our experience with trying to migrate our data and what we have left to accomplish.

Thank you again as alwayds for your help,

Re: Moving activities from old to new method account

Method_Audisho — Tue, 02 Jun 2015 18:41:37 GMT

Hi scottaskinosie,

I was able to import this field without error. I tested blanking out this field for the series record and the only noticeable change was that when I selected the series, the Recurring checkbox was not checked by default. Checking the box resulted in the recurring info populating as expected.

If you want to shoot me an email with your company account name and the activity number of an activity series record that’s throwing this error, I’ll take a quick peek. Just make sure you’ve activated the MethodSupport user under Customize > Users.

I’ll see what I can find, but I can’t dig very deep into this. You may be at a point where reaching out to a Method partner is your best option.

-Audisho

Re: Moving activities from old to new method account

scottaskinosie — Tue, 02 Jun 2015 00:40:46 GMT

Here is the error I get when I try to import with the recurrenceinfo field populated. I managed to get one transferred as a test and it fixed my series issue with the linked activities but it was one that did not give me this error. I tried skipping a few but I get this for A LOT of them. What should/can I do?

ERROR:Value 10194 09:17 AM Sep-08-2014 Sep-28-2020 999 on 595961984drp1575511936-1txt344114688drp1919581696-1txt143636352txt2036431744drp27661606422-Mediumtxt1784441856txt1897253248Doubletree Hoteltxt212220162431 N Glenstonetxt393911680417-831-3131drp18277121282Phone Call Outgoingdat350313472dat983890176Sep-28-2012 09:17 AMSep-28-2012 09:17 AMtxt78016256txt239191680brian.inman@hilton.comtxt1039860992Brian Inmantxt1052586496brian.inman@hilton.comtxt1442532224dat326060160Sep-28-2012 09:22 AMSep-28-2012 09:22 AMdrp19546570243kcanterbury@askinosie.comtxt543067392USAdrp5748098561Not Starteddat857907712Oct-02-2012 09:17 AMOct-02-2012 09:17 AMdat1487563392drp14680759046018Doubletree Hoteltxt1902935168Brian Inmantxt931697792txt226701440txt820600960Brian Inmanmny9924593920.00txt513720320417-831-3131txt1377521664txt387267328txt1847691520txt2079912320Springfield,MO 65803txt1438611200int39726950410194dat1390247168Sep-28-2012 09:22 AMSep-28-2012 09:22 AMdrp21385137923kcanterbury@askinosie.comdrp18302001925807Brian Inmandrp1085736960-1txt767328512drp1816911488-1drp18048917761mfidler@askinosie.comtxt1712786944drp760801792-1txt211252608txt788505600txt192588544dec3186886400.00Sep-08-2014 schBasisDailyEveryNumberOfDays 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which you tried to insert into column RecurrenceInfo was longer than maximum allowed length of 8000.

Re: Moving activities from old to new method account

scottaskinosie — Mon, 01 Jun 2015 18:30:11 GMT

thank you audisho,

I should mention that when I imported the data it did not pass validation with the data that was in the recurrenceinto field so I cleared it. I will try and recapitulate that and send you the error it gave me. I believe it said something to the effect that there was a line that wasn't valid.

Re: Moving activities from old to new method account

Method_Audisho — Mon, 01 Jun 2015 17:38:26 GMT

Hi scottaskinosie,

Export your activity table and locate a series record. Scroll to the RecurrenceInfo field and let me know if this series record contains any data in this field.

-Audisho

Re: Moving activities from old to new method account

scottaskinosie — Mon, 01 Jun 2015 16:24:02 GMT

actually I lied, when I click on a series I get this prompt:

The basis this service was created from is not available on this page.

Have the administrator edit this page and edit the Recurring-Object to allow for the basis.

Appointments already created will not be affected unless Insert Recurring Dates is clicked and 'Delete existing occurrences on insert' is checked.

Can you explain what this means?

When I first get this I can click close and all activities in the series show up on the right but when I click a subsequent series or go back to this series all of the recurring activities are gone.

Re: Moving activities from old to new method account

scottaskinosie — Mon, 01 Jun 2015 16:22:29 GMT

Hey again Audisho,

I finally have all of our activities moved over and the button for linking series worked, thank you so much for your help!!!

But now the activities, although they have the customer entity linked to them, do not have the contact information. Is there an easy way to insert customer contact into each activity?

Re: Moving activities from old to new method account

scottaskinosie — Thu, 28 May 2015 16:05:21 GMT

i got the error while trying to move the activities that I exported from the old site to the new one. So during import after my data had passed validation.

I think I solved the problem, I tried importing less data and it's working okay.

Re: Moving activities from old to new method account

Method_Audisho — Thu, 28 May 2015 13:17:49 GMT

Hi scottaskinosie,

What are you trying to move over? Where are you seeing this error? Any and all detail that you can provide me will help.

-Audisho