Method Community

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

So I looked through the forum posts and any that remotely seemed like they might fix this problem such as going to fields/tables of contacts, customers, and entity and resaving them, or going to the actual lead and customer edit screens and republishing them, but the same problem kept occurring. My problem is this: I have a customer that has a few ...

Andy, Are you opening a different screen? Have you checked your on screen load actions to see if the dropdown fields are being loaded with the data? - Adam

I'm having an issue with a few custom dropdown fields. The data entered when creating a record is being saved and showing on grids, but when selecting the record and opening a screen the dropdowns are blank. It's probably something very simple but I just can't see why this is happening. Thanks.

Hello Method, I am getting an error when I try to save changes to a profile screen. "Invalid column name 'BillAddressAddr2'. Please verify this field is in the table you are trying to update. This happens on the ContactsPortal_EditProfile Screen when I change the billing address field and click the Save Changes button it returns the ...