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  • Deleting a series is not deleting occurences

    Good morning, We have a problem with trying to delete a series activity. When we delete the series, the occurences are still there. Now the series is gone but all of the occurences are there. There are over 900 ocurrences that we need to delete. Any ideas on what caused this any idea on how to delete 900 occurences all at once? Thanks for the ...
    Posted to Method:Classic General Q&A (Forum) by handcrafted on 02-12-2013
  • Re: importing my data missing suffix field

    That&#39;s strange, are you using Google Chrome by any chance? The reason I ask is because I&#39;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&#39;s working now though! - Ashur
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 02-12-2013
  • Re: importing my data missing suffix field

    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.
    Posted to Method:Classic General Q&A (Forum) by Ben B on 02-12-2013
  • Re: Updating Field Issues

    One more thing. &nbsp;The screen is built off of the Customer table and not the Contacts table. &nbsp;The two fields with the data missing, are they in Contacts or Customer? - Adam
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 02-12-2013
  • Re: importing my data missing suffix field

    This message will display when a field name, in this case FullName,&nbsp;is being selected for more than one column. Refresh your browser then start the import process again. When you&#39;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&#39;ve ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 02-12-2013
  • Re: Updating Field Issues

    Hi Matlow99, What is your goal here? Is it simply to add two fields to the screen?&nbsp; (1) You mention the screen creates a new contact but doesn&#39;t update the original, are you wanting to update or create a new contact? &nbsp; (2) Method will not sync your custom fields with QB, but everything else should. &nbsp;However, only the primary ...
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 02-12-2013
  • Re: importing my data missing suffix field

    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.
    Posted to Method:Classic General Q&A (Forum) by Ben B on 02-12-2013
  • Re: importing my data missing suffix field

    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 ...
    Posted to Method:Classic General Q&A (Forum) by Ben B on 02-12-2013
  • Re: importing my data missing suffix field

    Hi Ben B, I&#39;m assuming you&#39;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&#39;t utilized on any screens in Method and I believe it exists in the table as a temporary placeholder when syncing records ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 02-12-2013
  • Re: View Estimate Button

    Hi matlow99, What exactly are you trying to accomplish here? Are you just looking to have a &#39;View&#39; link on your Existing Estimates grid that brings up the PDF template for that particular estimate? If that&#39;s the case then why not just utilize the Print Preview button on the screen as it already does this. - Ashur
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 02-12-2013
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