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I recently hired a data entry person to manually change the sales rep for almost 300 customers (we normally due an import but there were special circumstances). After checking her work, I noticed that not a single change was made. I checked the audit trail (Method's) and each record said it was modified but clearly nothing had ...
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Yes, I tried all of the steps above and they did not work.
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I made a "note" entry on a Customer and saved it. Now I can't find it. What do I need to do to find my note?
Thanks,
Fred
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i can import info into the contactname field just fine but that doens't associate the opportunity with the right contact. when i use the contacts field i get the following error:
ERROR:Value 'Aaron Lombardo', which you tried to insert into column 'Contacts' of type Integer could not be interpreted as an Integer.
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i'm trying to view the customization webinars.
i need to create a custom field for leads. my understanding is that leadstatus isn't customizable and i need to create something similar that has more options than method's default options.
shaun
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HI Navitha,
Are you using the Export tool or exporting the grid via Method actions? Try reading this post (click here). If you are exporting it using the integration tool it will export raw data which includes time. What time zone are you in? What are the settings on your machine?
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swm023-
Some of our old webinars were recorded using the GoToMeeting Codec which does not work with Macs . All new webinars for the last year and a half are all using a format that works across the board. Which webinar are you trying to view?
-Michael
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swm023-
Activities: Contacts and Entitiy
Opportunities: Contacts and Customer
You will also have to make sure you have a value for all the required fields. The best way to do this is to view the table and look for all the fields that have required checked (Customize > Tables / Fields)
-Michael
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Thanks for taking a look into this. Will item 3 be something that may be coming in the near future?
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That link you sent didn't work, but I was able to find another page on their site that says the smtp server address should be smtp.att.yahoo.com with port 465 . . . but that still fails to send correctly from the Method application but works with other applications.