Method Community

Hi Michele, Did you import a CSV file using the Import / Export tool (Customize > Integration Tools)? I've been unable to reproduce this issue on my end, these French characters remained after I imported: àâéèëêî. Did you try with other characters? If so, can you paste some of ...

Hello Michele,      You would not be able to change a text field to a numeric field.  Two options come to mind.     1. Do an import update.  Create your new field on the target table.  Export the RecordID and one other field that you can use as a unique reference field.  Copy and paste the ...

Hi Appletonator, Tags are stored in the TagList field, separate by commas, with no spaces. The first and last tag are wrapped with a comma. So, if you had a contact you were importing that was a friend and a partner, you could import them with this format: ",Friend,Partner,". NOTE: at this time, importing a new tag into a field ...

Hi ByronMSEC, here are 2 ways you could achieve this, I'll go through them both for you. The first way would be through import/export: Export your Activities table, with the fields RecordId and AssignedTo selected. Modify the AssignedTo field to the new salesperson's name (make sure this matches exactly to the value ...

Hi Jeff, Although it's possible to import activities through the Activity table, we generally do not recommend it. Activities are heavily linked throughout the entire CRM to many other tables and fields, making this a daunting task. If you do go ahead and try to import activities, I would recommend exporting the Activity table from ...

Hi mlwells, If you're going to use a different QuickBooks file then you will need to create a new Method account. In order to keep your data you would need to either re-enter it in your new account, or export it from your current account then import it into your new account, however this won't be easy as it is a flat file import ...

Jessica, You can use the import/export tool, filter using the campaign number and change the status to 'cancelled'.  I don't think you'd want to delete alll of the activities, for historical puposes.  If you want to delete them, you'd have to do that through customization.  For more information on the ...

[quote user="jessicagoodwin"] How do I import an Excel list into my campaign list builder?  [/quote] Hi Jessica, you can import the excel list through the import/export tool under Customize > Integration tools [quote user="jessicagoodwin"] Also, how do I add another field to filter by when making an email ...

Gregory, Try the following format 2010-Nov-17 12:00:00 PM . A good way to figure out the proper formatting for fields when trying to import data is to first export data from the table you are going to import into. For example to come up with this date format I used the Import / Export feature to export the CreatedBy field from the Activity table ...

Bob - The CompanyName is a *linked field* in the Contacts table, which makes it read-only.  It is just a fake virtual field that is pulling from its real resting place, the Customers table. Think of ABC Company: Customer Table: Name: ABC Company Inc.  (this could be John Smith if it were a residential customer) CompanyName: ABC ...