Method Community

Whenever we try to save a new record, we receive the following message:   Please make sure a value for 'Customer Name' 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 ...

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 ...

Yes, I tried all of the steps above and they did not work.

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 

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.

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

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?

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

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

Thanks for taking a look into this.  Will item 3 be something that may be coming in the near future?