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Andy-
Have you upgraded to the new CRM? If not that would be the reason why your version would not work. Otherwise enable MethodSupport and email me your account name and I will take a look.
-Michael
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Alpheus-
I have seen this issue come up because of firewall/anti-virus software. Do you happen to have the same software installed on both computers? Try temporarily disabling the firewall/anti-virus software and try again.
-Michael
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swm023-
The field that links a contact to a Customer/Lead (Also known as an entity) is the Entity drop down.
Make sure you have a value for Entity for all your contacts which should be the value of the FullName field for the customer you are trying to link the contact to.
-Michael
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Just sent it to you - thanks Michael
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Michael,
I tried it with both my customized version of the original screen and also the original screen. Same results for both.
Andy
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When I try to install the method integration engine, it progresses to about 4 MB, then gives me the Error: Cannot Start Application. "Unable to retrieve application files. Files corrupt in deployment." Both Windows 7 Pro and XP Home are giving me this error. Any help will be appreciated. Thanks!
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Hi, I'm having trouble importing contacts and relating them to the appropriate leads/customers.
I imported a test file and plugged in the corresponding entityrecordid and entity_recordid numbers. I can't see the contacts anywhere in method. However, I just did an export of all my contacts and they appear on the csv file. ...
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Andy-
Are you using the orginal screen or a customized version of the orginal screen? This fix only applied to the orginal screen, you will have to go in and update the actions if you have previously customized the screen.
-Michael
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s.white-
Before you scrap the screen. Can you enable MethodSupport so I can take a look?
Email me the screen name and the account name.
-Michael
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cmogletree-
If you are using the standard address fields found an a Work Order(Activity table), they are linked fields and cannot be updated through the work order. The value for these fields will always come from the Entity (The customer you selected).
If you go to Customize > Tables / Fields and click Edit fields... for the Activity table, ...