Method Community

This is excellent information! - I am actually talking about two different things I'm doing. 1) cleaning up customers 2) adding 8,000 customer leads... more later--- oh, I have lost my QB dashboard - I don't know how to get the Method one back on by QB tab... you've been so helpful! Thanks, Shane

Paul, I just tried it too, and you are right, the item code is no longer an issue, but the rate still is. If I put a rate of 0 in along with the description I have no issue, including with my custom screens. It'll be easy enough to write an action set that enters a rate automatically for desc-only lines. I'm a happy Methodist again! ...

"Do I assign a number to all of my contacts and use that as a record ID?" -Nope.  Record ID is automatically generated by Method, and cannot be edited or input.  Putting a random number in there will cause the customer that actually has that RecordID to get overwritten with someone else's address - (yeah...be ...

aslo, can I export my Customer list, make tons of corrections and then upload it back to Method? Mainly what I'm correcting is address fields - when we put them in, we used the wrong fields and now I have to correct 500 customers. Thanks, Shane

I know what you mean by RecordId column as I've seen it as a field to choose. Do I assign a number to all of my contacts and use that as a record ID? Shane Thanks - and this is helping!  

@Shane - okay, that helps a lot. For the import, have you selected "Update existing records by matching the key fields"?  If so, you need to have something to signify what record to update.  Typically, if you have "Update existing records by matching the key fields" selected, you need to include the RecordID column ...

Katie, In your email, can you also include an example of where this is incorrect in your account?  This way we are able to see the same thing you are and try and see what is happening.  Thanks!

Katie, Can you please also enable to "Method Support" user in your account?  This can be located under Customize > Users.  

Katie, Can you please email method@methodintegration.com with your company name and refernece this forum post?  I'll take a look at this for you.  I just tested this in my account and it seemed to be working fine.

I am using the import function. I am using importing to a Contacts table. I have tried the copy/paste funtion and also uploading a csv file and get errors eitiher way.  the only time the import function has worked for me was when I used a Customer table but I definitely do not want to upload to a Customer table - just a contacts ...