Method Community

That's strange, are you using Google Chrome by any chance? The reason I ask is because I've experienced strange caching issues in Method with Google Chrome, usually clearing the cache and restarting the browser works, or just using a different browser. Glad to hear it's working now though! - Ashur

I did it 4 times, refreshing, restarting import etc. making sure fullname was not selected twice. It was changing my suffix field to fullname for me even when i chose not to import suffix. Finally after logging out and logging back in the error went away.

One more thing.  The screen is built off of the Customer table and not the Contacts table.  The two fields with the data missing, are they in Contacts or Customer? - Adam

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 ...