Method Community

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 ...

Hi PetzLife D, I've moved this to the appropriate forum to be answered Dave

You'll probably want to check out this article: http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Method-Server-Installations&id=251

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.), ...

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 ...

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 ...

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?

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

Hi Matt, Since the Lead already exists as a customer, have you tried deleting the lead? - Adam

Matt, Have you tried regenerating the table (opening the table and clicking "Finished Editing Fields")?  Have you tried republishing the screen? - Adam