Method Community

Hi Jeremy, I agree with Ronen, be very careful to include the field 'IsLeadStatusOnly' and set each row in the excel (each record) to have the value of 'True' for this field. This field ensures they are imported and held as leads only. Other tips: Make sure you use all required fields for the customer table. Make sure you ...

Hi JeremyM, When you do an export from the customer table, you will be able to see the column headings in an excel format in the first row. You will be able to see these headings when you go to Customize>Integration Tools and clck on the Go to Import/Export link in the Import/Export section. When you select the option to Export a table to a ...

I have read a few forums and watched a few videos but still having an issue importing LEADS from excel. I am using Method CRM and do not want to import these as customers.  I only need them to be LEADS as they are not actually customers yet...Can anyone assist in how I would go about this process? I am familiar with the Thank you for your ...

Yup, it does. Actually it is the CRMQBO_LeadList because I don't have a CRM_LeadList.  

Hi Lorin, You need to make sure that the screen that the tab link Leads and Contacts List is attached to is CRM_LeadList. You can again find this out by going to Customize>Tabs, click on the Edit Tab Links... beside the Leads tab. I hope this helps. Ronen  

Thanks so much Ronen. While I was waiting for a response from the forum, I decided to delete all the screens that I made so that I could start at the begining again. So I deleted my EditLead, NewLead and LeadList screens. I figured by doing that it would all revert back to where I started. I have gone into Customize>Tabs and have set all the ...

Hi Lorin, When you made a copy of the edit lead screen, did you select the option to Replace links to an existing screen: or did you select to Add a Tab Link? if you selected the option to Replace links to an existing screen:, make sure that when you go to Customize>Tab, that when you cick on the Edit Tab Links... beside the Leads tab, that ...

I am having a similar problem with a copied screen. I too tried deleting the screens I made and it did not fix the problem. I also watched the webinar about changing screens which also did not help me with my issue. Hopefully someone on this forum will answer. It seems like a very basic issue.  

Hi Shelley- Now in Method if you enter a value into a drop down that does not exist in the drop down and click Save you will get a warning. This should address your issue. -Michael

To update this forum post. Currently we do not have a solution for this situation but my above suggestion should work. -Michael