Method Community

Do you by chance have 2 jobstatus tables in your table list?   ~C

I deleted the alljobs table successfully and it did not interfere with any of my customization. However, the job status table only has 1 field which is jobstatus as you mentioned and there isnt another jobstatus anywhere. I cant switch over because I get a pop up that I still need to remove the jobstatus table. I exported all the customized ...

This was the other thread: http://www.methodintegration.com/cs/forums/p/3013/11429.aspx#11429 Near the bottom, the user was asking a similar queastion. Method wasn't showing "Entity Type" as a field in the drop-down that could be selected. So, "Do Not Import" and "Create New Field" are the only options. If ...

Well, I guess I answered my own question. It appears that the Sales Rep ID field (ie. the only one of the 4 sales rep fields I was "allowed" to explicitly import) is the basis/key field for populating the remaining 3 sales rep fields (SalesRep_RecordID, SalesRepName, SalesRepRecordID). I imported and then re-exported to check and ...

[quote user="MikeB"]Can you please explain to me what's going on?[/quote] I'm just looking into this for you now - I'll post back if I spot any problems with this. ~C

[quote user="dottie"]1 of the tables is the jobstatus which I tried to delete this table but it does not allow me because it is a table that comes from quickbooks which makes sense, so I dont understand why it says I have to delete this table when I cant.[/quote] Hi Dottie, the popup messages are probably telling you to delete a ...

Could it be that the 3 fields not able to be found are derived fields? I notice the same thing also happens with fields like "FullName" and "Balance".

I changed some sales rep associations for the Customers and Leads table and I am trying to re-import into Method. I checked RecordID as the key field to match/import 4 sales rep fields. However, for 3 of the fields, the default is "Do Not Import". When I select "To Existing Field" for one of them (eg. ...

In order to downgrade to Method CRM from Method CRM pro I have to remove some tables that I didnt know were only avail. for the pro version. I already deleted 1 called projectmanager with all its account references and I have to delete 2 more. 1 of the tables is the jobstatus which I tried to delete this table but it does not allow me because it ...

[quote user="Blake C"]How do you create a new Job for a Customer and where do you see a list of these jobs?[/quote] To create a job for a customer you'll need to already have the parent record added in Method.  Say I have a record for Barney's Bakery and I need to add 3 jobs each with different contractors under them; ...