Method Community

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

Hi nick_warren, This is straightforward enough. You need to use a group by clause. My examples are in C#and let's use MethodAPISelect_XML Step 1. Get the salesorder recordids for the time frame of interest. Let's use Nov 21-27 2012. Using MethodAPISelect_XML to write the results to a label....really how you parse the xml is up to ...

Hi Mark, I heard back from the dev team.  They are aware of this.  We try our best to match Quickbooks logic when accepting a save and passing on to Quickbooks.  In this instance, despite our best efforts, the conflict is created.  There is no resolution or fix at this time. - Adam

Regarding storage space does each contact, activity, email, etc count against storage space?  If so how much does each one of those typically take up?  I realize it is probably very small since text file but we have quite a few records with alot of activity on our accounts and I do not want to run into storage cap issues.  We will ...

Hi Andrew, I think there is some confusion here.  The action you need to use is the "Enter Value Into Field On Screen", with the attribute as Text, with Type In.