Method Community

Would deleting the activity first, then deleting the contact or lead provide me with the end result I'm desiring?  I've been doing this today, but I've got so many blank fields that I'm not sure if it's making a difference in my export files.

Hi Autumn, Lot's of information in your post here, I'm just working through the details and will respond as soon as I can. ~C

Hi there, Yes, we certainly do have info on the import tool. Let's start by providing you with two things. Use our Help Center for an article on this topic (click here) Try following a webinar on this (click here) for a list of webianrs and search for the Import / Export Tool Let us know how this goes.

We are currently creating invoices in our QBO file and transitioning this task to Method. For some reason, when viewing invoices in Method, the BillAddress fields are  mis-aligned. Invoices look fine in QBO, but in Method, the company and contact names are not displaying for many records. I knew the information was available, just not ...

[quote user="smohyee"]do you have a suggestion for the override script?[/quote] I got a tip from a team member here that if you use QuantityOnHand as your SQL Override on the item grid column for Quantity On Hand you'll have the display with no decimal places. ~C 

Is their any documentation for the import tool, and any tips on how to do migrate from dynamics quickly and effectively?   TIA

It's obvious you guys are under staffed, this is why I am saying you guys need to hire contractors to develop crucial tools to bring in more business. ok I am done with my rant :) I will post in the other forum. Thanks

[quote user="billf"]How can I customize Method to do this?[/quote] Following my advice in the other post, you'll need modify the New Activity screen to trigger an "Enter Value Into Field On Screen" action when the user clicks the "Send an Email" checkbox.  A couple of good webinars for you on this topic ...

@CF_Pro - Your feedback has been taken but we need to be selective about where we spend our development time and resources.  Each person and company will have their own views on what they feel is most important.  Please post questions on help with the import tool, etc. on the general Q & A forum. 

[quote user="billf"]Can we customize to put the email text in the comment field or use a different field for this?[/quote] Thanks for asking here, I think a few other users would like to see this reply.  You need to start with making a copy of the CRM_ActivitiesList screen. Click the Customize > then Screens tab link Scroll ...