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  • Error with Advanced Search

    We have had numerous errors with Advanced search. The situation would always end with inviting us to login to a temporary screen with a date (November version, December version) that was soon to expire. Now we are not offered to login to a tempoarary screen, we just see this error message: Error Generating Grid. The Grid was unable to build one ...
    Posted to Method:Classic General Q&A (Forum) by shelley on 12-28-2011
  • Error while saving new record

    Whenever we try to save a new record, we receive the following message: &nbsp; Please make sure a value for &#39;Customer Name&#39; has been entered. It is a required field. Additional Information Action Sequence Order:1 I have seen this error before and have clicked around on the Customer table, logged in and out ...
    Posted to Method:Classic General Q&A (Forum) by shelley on 12-28-2011
  • Sales Rep Field -- "Saved" names not on the list

    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&#39;s) and each record said it was modified but clearly nothing had ...
    Posted to Method:Classic General Q&A (Forum) by shelley on 12-28-2011
  • Re: Unable to change default setting in Customer List

    Yes, I tried all of the steps above and they did not work.
    Posted to Method:Classic General Q&A (Forum) by shelley on 12-28-2011
  • Retrieving Notes

    I made a &quot;note&quot; entry on a Customer and saved it.&nbsp; Now I can&#39;t find it.&nbsp; What do I need to do to find my note? Thanks, Fred&nbsp;
    Posted to Method:Classic General Q&A (Forum) by Fred_D on 12-28-2011
  • Re: problems importing contact

    i can import info into the contactname field just fine but that doens&#39;t associate the opportunity with the right contact. &nbsp;when i use the contacts field i get the following error: ERROR:Value &#39;Aaron Lombardo&#39;, which you tried to insert into column &#39;Contacts&#39; of type Integer could not be interpreted as an Integer.
    Posted to Method:Classic General Q&A (Forum) by swm023 on 12-28-2011
  • Re: can't view webinar on mac

    i&#39;m trying to view the customization webinars. i need to create a custom field for leads. &nbsp;my understanding is that leadstatus isn&#39;t customizable and i need to create something similar that has more options than method&#39;s default options. shaun
    Posted to Method:Classic General Q&A (Forum) by swm023 on 12-28-2011
  • Re: Archive the Data

    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?
  • Re: can't view webinar on mac

    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
  • Re: problems importing contact

    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 &gt; Tables / Fields)&nbsp; -Michael
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