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What are the differences between the Customer, Customer and Customer Lead, and Customer Lead tables? I'm working on transferring my information to a different account and I need to transfer leads and associated contacts and opportunites and customers and associated contacts and opportunities. I did this 1 yr ago when ...

Ive been through most of the customization webinars.  I am attempting to use the information i aquired from the webinars, but it does not seem to work as described. Since you have gotten it to work using the same approach that I used, maybe you could confirm what settings you used in the "set field" command. ...

Tom - Also, check out this help center article: http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&id=189 Scroll to the bottom where it says "Special case: Customers, Vendors and Leads". I think that should answer your questions and then some. Paul

Hi Tom, if you export the table (include RecordID field).  Then add a column to the table IsLeadStatusOnly add Yes to the leads and import again. When at the Step 2, make sure to select "Update existing records by matching the key fields" then select RecordID.  

Hi Mark, I was able to create the conflict.  I'll put this into our dev team and update this thread.  Thanks. - Adam

We have made available webinars that cover customization those will provide you with all the information that you need. If you still need more help please visit Training & Customization.

I successfully imported leads into method. The only table for importing is the customer/leads table. I assumed it would ask me if the file contained customers or leads. If did not and my leads were imported as customers. What did I do wrong. I have customers to import as well as leads that should not be going into QB. One more thing, I was ...

barstone, There is no way in Method to change a contact type.  This is a Quickbooks field that is set by Quickbooks.  I don't know of any way to re-assign a main contact in Method.  Your workaround might be the best option.  Another workaround would be to add a contact with the exact same info as the original ...

ok,that looks like what i have. I can set other fields, and i can move to the status* field, but set field does nothing on that field.  can u give me a screenshot of the settings for the set field command. Maybe i have something wrong there.

I don't know if this is a known issue but there is a common conflict that is generated due to a duplicate entity. Method will show a warning if you attempt to save a duplicate entity.   For example,  if a customer named "Practice Test" already exists in Method and you attempt to enter a new customer named "Practice ...