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  • Re: Export to Excel eats my data

    Also - you say on some customers after June it works on, but on other customers after June it doesn&#39;t? Is there anything different about their account in terms of what data is entered? For example, on the ones that it does work on, do you have both the ShipTo and BillTo address entered, whereas the ones that it doesn&#39;t work on only have ...
    Posted to Method:Classic General Q&A (Forum) by Method_Paul on 08-13-2012
  • Re: Export to Excel eats my data

    Fred, if you&#39;re able please send in a screenshot of the grid you&#39;re exporting so I can replicate the scenario. &nbsp;The export tool is working from what I can see but I want to make a copy of the grid you&#39;re looking at to confirm. ~C
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-13-2012
  • Re: Export to Excel eats my data

    All zip code data is input into QuickBooks when we set up the Customer&#39;s account.&nbsp; From there it synchronizes into Method. We never input customer entity data into Method.&nbsp; We always use QuickBooks to set up customer accounts. The zip code data appears the Customer table.&nbsp; The membership tables takes it&#39;s data from the ...
    Posted to Method:Classic General Q&A (Forum) by Fred_D on 08-13-2012
  • Re: Export to Excel eats my data

    Just a few other troubleshooting tips, have you made any changes to the way you collect data in June? &nbsp;We have fields for BillingAddressZipCode and ShipToAddressXipCode, is it possible you&#39;re entering data in the wrong field? &nbsp;The export tool is working as it should so I&#39;m thinking there may be a problem with the way the data is ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-13-2012
  • Re: Export to Excel eats my data

    [quote user=&quot;Fred_D&quot;]I set up a duplicate of my Customer table as a Membership table that I used to generate membership lists and generate membership cards.[/quote] Are you working from a custom screen? Free support is limited to stock Method screens but what I can do is try to replicate the problem in my own account. If I see a problem ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-13-2012
  • Re: Export to Excel eats my data

    After subscribing to Method last year, I set up a duplicate of my Customer table as a Membership table that I used to generate membership lists and generate membership cards. Everything was running fine until June when I found that I could no longer export the table.&nbsp; I fixed this by republishing (no changes were made by me) and running ...
    Posted to Method:Classic General Q&A (Forum) by Fred_D on 08-13-2012
  • How to associate a related email activity to a customer

    This question came in via email from Justin, I have a question regarding the capabilities of the Gmail gadget. &nbsp;I have an internal email (with another employee) regarding a customer. &nbsp;I would like to track the email to the customer in Method. &nbsp;Is there a way to do that without permanently associating the employee with the Customer ...
  • Re: Export to Excel eats my data

    [quote user=&quot;Method_Chad&quot;]I&#39;ll test the export this am and report back if anything doesn&#39;t look right.[/quote] I just tested both the integration tool and the export to excel from grid action and both seem to be working fine. &nbsp;Can you provide more details on the tool, grid and the fields you&#39;re trying to export. ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-13-2012
  • Re: Export to Excel eats my data

    [quote user=&quot;Fred_D&quot;]What&#39;s going on?[/quote] Not sure, I&#39;ll test the export this am and report back if anything doesn&#39;t look right. &nbsp;Can you confirm which export tool you&#39;re talking about? &nbsp;We&#39;ve got the import/export tool from the Integration Tools area and the export to excel from grid action. ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-13-2012
  • Export to Excel eats my data

    I have been exporting one of my Customer files to Excel for as long as I&#39;ve been using Method. Since June, Method is not exporting zip codes on&nbsp;new customers that I have added.&nbsp; The customer was added in QuickBooks and migrates to Method and the zip codes are showing up in the table, but when I export the table to an Excel file the ...
    Posted to Method:Classic General Q&A (Forum) by Fred_D on 08-11-2012
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