Method Community

I'm important several lists of leads and many of the people are on more than one list.  I know that I need to have the field "IsLeadStatusOnly" marked as True to be a lead and I understand that if I check the box "Update existing records by matching the key fields"  that it will put the info into the lead ...

[quote user="smohyee"]Is Method perchance clever enough to interpret the entire list of records, and map it to a Method table of my choosing?[/quote] Not at this time - there are no Actions to process XML and trying to use the character function to do this would be difficult.  Your solution should be a web service before Method to ...

Hi there, In Method there is an action Encrypt/Decrypt Field/Object. This action allows you to either encrypts the value so that it is unreadable, or decrypts a previously encrypted value to be readable again. If the encryption/decryption fails, the original value will be returned. I believe what Paul was suggesting was to use the Start Loop ...

That was my first guess - that I'd missed something in that respect - but no, there are no duplicate columns.  I got your second point as well regarding blank columns, and dropped the "website" column for that reason as none of the four I was testing had websites, but the results were still the same.  Here's what the ...

mvi- This is possible. The first thing you will need to do is add the Notes field as a linked field to the Contacts table, since the Customer List screen is based off the Contacts table and by default the Contacts table does not have the Notes field in it. (Take a look at THIS if you need help with linked fields) Then you can customize the ...

QuickBooks returned an error when adding/modifying a accSalesRep record. The error was: There was an error when saving a SalesReps list, element "SS". QuickBooks error message: The name you have chosen is already associated with another sales rep.. The Request was: <?xml version="1.0" ...

TX. I'm sure you have a better way to diagnose, but my guess is that the import tool is hung on a couple of corrupt, or at least corrupt for the import tool files and the import temp file queue or import buffers just need to be reset or cleared.

Hi Mario, This is certainly doable however, I don’t know that I would recommend it. Once you have all of this non-posted data in Method, you’ll need to be very careful when making changes to keep this data separate. When importing your customers, I would not recommend importing them as leads. Some of these customers will already ...

I am unable to update my database as before. I have been routinely updating my records by copying names and fields (Name -- Field Name yes / no). I simply  copy my data to the clipboard and normally get an import error. This gives me the opportunity to match "unique fields". This step does not come up any more. I just jump back ...

i need clarification on these instructions: "With the recent enhancement of the List Builder tool, you will now need to import another field named AssignedTo which should hold the value of your Method user name for each contact record you want to import." does this mean the csv file i am trying to import i need to add another column ...