Method Community

Hi Mario, While the VendorTaxIdent field is listed as 10 characters in the table, it appears to accept up to 15 characters on the vendor screen in Method. I was able to manually input an SSN format xxx-xx-xxxx and it synced over to QuickBooks (QB) fine. I then exported the vendor and tried to re-import it. Sure enough, I received the same error ...

I recommend that you first export the leads that you have imported into Method:  1. Customize > Integration Tools 2. Select Export a table to a file 3. Pick the Customer table from the dropdown 4. Choose the following fields to export: a. RecordID b. FirstName c. LastName d. FullName e. SalesRep f. IsActive g. Name 5. Choose ...

Paul, Thank you so much, problem solved. With Method API and spreadsheet we now can do so much more. Moving on to the next question. We created another problem that use the API to insert records to the InventoryAdjustmentLine table . When we tried to use the MethodAPIActionSendToDesktopV2 to close the insertion we got the error message ...

Kitty, you could upload to the ListBuilder table....but that isn't a good solution, because your list would be the same as last time. It's stale data. You want a new list each time. Good news - we're working on a new List Builder screen as part of our February release. It will be super fast (seconds rather than minutes) and give you a ...

  Hi Robert, Nice to see you started using our forum.  When the Customer List screen is loaded the filter "All Active Customers" is set by default.  On the "Existing Customer" grid you can change the Filter by View to "All Customers" instead of "All Active Customers".  If you would like ...

It is cleared up this morning. It took the night for it to clear. I had it happen on an import once before about 3 months ago. It happens when you abort an import. Being a web/server side application, restarting the router on the browser side doesn't make sense. I tried a different browser so it isn't browser cache. I suspect the error ...

Hi, I have a table with single integer field (RandomSeqNo), and tried to import a csv file to it. This file container two column, RecordID and RandomSeqNo. It is around 1000000 records.  While import via method import UI, it keeps giving me this error message (followed), how can I reolve this? Seems that if I reduce data to be smaller, I ...

...seems like 3 options were not enough because I forgot option four: Using the Outlook Plug-in, you can select individual contacts to send to Method. More information on the Outlook Plug-in can be found within your Method account. Click Customize>>Integration Tools. You will see the Microsoft Outlook Plug-In (beta).

Kitty - Use the Import/Export center. Customize > Integration Tools > Import / Export. And here's the help center article, in case you need it: http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Import-%2f-Export&id=189 Paul

Maybe I am missing something here.  Are you suggesting we put a job title in the honorific or salutation field?  Where then do we put the honorific or saluation? Consider the following contact: Dr. Suzie Smith President/CEO Successful Corporation 123 Success Blvd Big City, BC Where do you put Dr. and where do you put ...