Method Community

I've been importing Contact data.  I noticed that Birthdate is a field in the Contact table but that it's not available in To Existing Field dropdown when importing or updating Contact records.  Is there a way of getting birthdate data into Method other than the user interface? Thanks, Mike

Audisho, Thanks very much - got it.  Appreciate the help! Mike

We've been testing with Method for QBO and Method for the desktop version(s) of Quickbooks.  In Method for QBO, the Additional Information section of the New Customer screen has a checkbox and dropdown for selecting a parent company.  I don't see a corresponding way of entering or updating parent company information in Method for ...

Got it - thanks very much! Mike

When importing a customer record that is a subcustomer of an exisiting record, does the FullName get updated automatically as part of the import or do I need to specificy the Customer:Subcustomer text in the FullName field as part of the import.  For example, if I'm importing: FirstName:  Sub Lastname:  ...

Good news all the way round!  Many thanks Justin - I always appreciate your help and guidance. Thanks again,  Mike

Definitely, and makes a lot of sense the way you explain it.  Thanks for letting me know! Mike

Is there a reason why the label for the Contact Type field appears on the Add/Edit Contacts screen but the text box does not?  Thanks, Mike

If there is a need to change the size of a standard field of Method (e.g. changing the Title field in Contacts from 25 to 40 characters), is it necessary to delete that field and then recreate it using the same name but a different field length?  If so, do all the screens that use that field need to have the old control taken off and the new ...

Justin, It would be the Activity created -> completed time. Thanks, Mike