Method Community

Hi Matthew, By default, there is a field called Salutation in the Customer table. The Customer table houses both customers and leads and this field is usually used for titles. The field is available on our stock New Lead and Edit Lead screens. See my screenshot below. Is this what you are looking for? If not, can you provide a little ...

Hey Blake, I've been unable to replicate this behaviour, just exported/imported into two different tables (Opportunity and Customer and Customer Lead) and the upload progress bar showed up both times. First time with a small amount of records, second time with a large amount of records. What table(s) are you importing to ...

Thanks for the response and for the "heads up". But I had already edited the number, it wasn't a "real" number. I'm smarter than that :).   I will give this a try and let you know if it works. Thank you!!!

well seems like the second user is locked now, but am able to log back in as first user again, haha. It seems to happen mid import when something causes the import to stop. Could well be my internet or router over heating.

@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 ...

Not sure why this keeps happening to you, I'm unable to replicate this behaviour. Are you able to recreate this error? Is there a pattern to it? I'm guessing it's cleared now but if it happens again then we can reset it for you. - Ashur

Hello Method Users! Thank you for taking the time to read a new iteration of our weekly Method Blog posts.  I’m fairly new to the Method blog, but as a member of the Community Support Team, you may have had the pleasure of speaking with me already ;) Today, I will provide a 'How-To' on something that a few Method:CRM users ...

Mark, Unles you have special import needs  I would integrate Magento to QB first...(I recll Magento having a connector).. then let the sync bring the transaction into Method.  If Magento connector is not appropiate, then you would need someone to w rite an API... OR have an export file, you can import into Method using ...

Hi Rob, We do not integrate directly with Constant Contacts. If you’re able to export your data from Constant Contacts to a CSV file, then you may be able to import it into Method using our Import / Export tool. You can find our documentation on using this tool starting with Solution No. 716 in our Help Center.  Please have a look at ...

Hi Rick, Have you added the custom fields to the Contacts table in Method? If not, you would need to do this first to be able to import the relevant data into these fields.  You can do this by navigating to the Customize tab in Method, and clicking on the Tables/Fields tab link. From here, scroll down until you see ...