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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 ...
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Hi PetzLife D,
I've moved this to the appropriate forum to be answered
Dave
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You'll probably want to check out this article:
http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Method-Server-Installations&id=251
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We currently have the Method Integration Engine for Use with Quickbooks installed on an individual user's computer (Intel Core 2 Duo E6300, 3 GB of RAM, Windows 7 Professional). Neither the CPU or RAM on this machine is maxed out, but the Integration Engine has greatly slowed the computer down (from booting up to using Quickbooks, etc.), ...
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I am having trouble importing a customer list from Xcel. I had to change the "company name" column because there has to at least be a "name" column. Fine, I get that. But then when I went to import it, I was declined because I can't "have an empty value in the "name" field". It ...
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Hi,
I am new to Method but have used a number of other CRM;s in the past. I have not ever been the responsible party to set up the "behind the screens" until now.
I get the concept of the merged fields but I have no clue what to do to set them up. I see the Character Function Action needs to be set up but ...
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Adam,
Yes I have regenerated the table multiple times, tried pulling the filed from another table and refreshed the screens. Can I delete the field from the contacts table and then readd the field?
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Actually I had not since I did not want to have to copy all of the information down outside of method and then re-enter it. I had been hoping to just be able to flip between screens and enter the data that way. That does work though and I am kicking myself for not just going ahead and taking that extra step to just get it done hah.
Thanks,
Matt
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Hi Matt,
Since the Lead already exists as a customer, have you tried deleting the lead?
- Adam
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Matt,
Have you tried regenerating the table (opening the table and clicking "Finished Editing Fields")? Have you tried republishing the screen?
- Adam
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