Method Community

pdirect- What is the status of the Activities that are on or before today (In particular the Status Type which can be found by editing your activities statuses)?. There is a filter to only show activites that have an activity status type of pending. -Michael

There's nothing different to my knowledge about this csv file. How do you import from the clipboard? If it works, do you see any issue doing so with a much larger file (1000 entries instead of 4)?  I ask because this is simply a test to make sure I have the file set up properly.  It if does, I need to import the same data from the ...

Tom- I am unable to duplicate that exact message, even when I set columns name to have the same name or import into the same field.  What if you try import from clipboard? I used the sample data you gave me and pasted into the copy utility and it imported fine without any errors. I wonder if there is something potentially off with the CSV ...

When we open an existing opportunity and look at the activities tab for that opportunity, and try to use the "shared activities on or before today" view, it doesn't show any activities.  It's only when we select "Shared activities" that it actuall shows activities BEFORE today.  This ...

On the opportunity window, the company name no longer shows up by default.  I know I can customize it, but I try to stay away from that if possible.  I wanted to put in my 2 cents that the company name should be shown by default.  Contact name isn't as important as the company name since people come and go at companies.  We ...

I thought that was a pretty good idea, but unfortunately it didn't work.  I changed all three columns in which "name" was a separate word, and don't see any other similar conflicts.  

Tom- Try renaming removing the spaces from the headers. For example change Company Name to CompanyName, First Name to FirstName etc. Let me know if that addresses the issue. -Michael

GaryK- I updated the steps above to be more clear, I have also performed these steps on your account. -Michael

That was my first guess - that I'd missed something in that respect - but no, there are no duplicate columns.  I got your second point as well regarding blank columns, and dropped the "website" column for that reason as none of the four I was testing had websites, but the results were still the same.  Here's what the ...

 Michael, I tried this but it did not work.  When I go to edit the table, "Finish Editing" is not an option.  The options are "save and close" (which I tried), Delete or Cancel.  You can access our account to see this.  Thanks.