Method Community

Thank You Dave!

Hi Shaun, Method CRM Help Center has covered these exact questions and more.   You can see the article using the following link. http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&id=189 Scroll to the bottom where it says "Special case: Customers, Vendors and Leads".

Yes if you delete that lead, the activities associated with it would be orphaned. If you would like to keep the activities and other records what you can do is rename that lead, e.g. Mike B2, and convert it to a customer, then merge the two customers in QuickBooks and perform a Full Sync. *Note: When you merge customers in QB, the Method ...

As a temporary measure, I tacked on "Lead" to the end of the Lead entry that was one part of the duplicate entry and that wppears to have worked. Thank you. However, it would be preferable for me to try to figure this out myself instead of waiting, but there was no way for me to do so. Nothing to check/test, ...

There are activities associated with the lead. Would I lose those?

There is one duplicate, but one is a customer and one is a lead. We've had issues converting leads to customers in Method. Do I delete the lead entry?

Hey John, Try inserting that value into a show message action to see how the value is being stored/retrieved. If nothing shows up then export the associated table, i.e. Customer, and check to see if the data is actually there or not. - Ashur

Hey Mike, First confirm whether a duplicate exists or not. Do this by exporting the Entity table. Open the file in Excel and then show all duplicate records in the FullName field. If a duplicate exists, you've found the cause of the problem and need to address it appropriately. If a duplicate doesn't exist then, we'll ...

Thanks

Hi Shane, I can't tell you exactly how much each activity, email, etc takes, it would be highly unlikely to hit the limit.  By hosting your files on SmartVault you will be eliminating most of the possibility of going over.    - Adam