Method Community

This message will display when a field name, in this case FullName, is being selected for more than one column. Refresh your browser then start the import process again. When you're on Step 2: Prepare Data, scroll across all your Column Names and ensure that the FullName field name is not being selected more than once. When you've ...

Hi Matlow99, What is your goal here? Is it simply to add two fields to the screen?  (1) You mention the screen creates a new contact but doesn't update the original, are you wanting to update or create a new contact?   (2) Method will not sync your custom fields with QB, but everything else should.  However, only the primary ...

I am even just trying to import a record where I am just importing fields that match method fields, not even create new field names and each time it gives me that FullName error.

In our database Title is field name for Mr/Mrs etc and Suffix is what goes after the name, ie PHD, MD etc. I renamed Title to Salutation. Can you tell me why I can no longer import anymore, I choose not to import suffix but when i click import it now tries to import the suffix field as Fullname giving me the error you see in 3rd picture I linked ...

Hi Ben B, I'm assuming you're importing records into the Customer table correct? If you store Mr./Mrs/Miss/etc in your suffix column then you should import this data into the Salutation field. The Suffix field isn't utilized on any screens in Method and I believe it exists in the table as a temporary placeholder when syncing records ...

Hi matlow99, What exactly are you trying to accomplish here? Are you just looking to have a 'View' link on your Existing Estimates grid that brings up the PDF template for that particular estimate? If that's the case then why not just utilize the Print Preview button on the screen as it already does this. - Ashur

So am importing our database into method. Have some fields in our database that are the same field name as methods, one of them being suffix. When I go to import our table and choose to map my suffix field to existing field, suffix is not in the drop down menu to choose from field names. Am I missing something here? I checked to make sure suffix ...

Hi Method, I'm having trouble getting the "view" button in the estimate grid to populate data into the PDF template. is there a bottun I can copy that will get the record ID, filter for an individual and generate the report into the template. I am pretty sure I am using all the right fields , but non of the data wants to appear.

Hi Method, I am having a few issues with the save buttons on Edit Profile screens. I need to add several fields that are not on the default "ContactsPortal_EditProfile screen. I have most of it working properly. However, (1) the screen creates a new contact, syncs it into QB but doesn't update the original. (2) it does not sync/update ...

I deleted the screen and started over. That fixed the problem. thanks.