Method Community

L.fisher,  "1 Choose to import or export 2. Pick a table 3 Choose File to import 4 click 'import data' " -That's correct. Once you click Import Data, you get to the next screen "Prepare Data". "Also, can you tell me if the RecordID is a column header in addition to the Entity?" -If you are exporting ...

  When I choose the file to import and click the import data button, nothing happens.  

All I'm seeing is:  1 Choose to import or export 2. Pick a table 3 Choose File to import 4 click 'import data' Also, can you tell me if the RecordID is a column header in addition to the Entity?

Laura, If you pick a table first and click Import Data you'll get that option. Paul

 Paul, I am trying to do this.  But on the Import data screen, item # 2 says to "Pick a Table."  I'm in Customize/Integration Tools/Import/Export Menu. I don't see "2. Set Options".  Set "Update existing records by matching the key fields" to be checked" anywhere.  Can you ...

Steve - this post is a bit redundant for you as you also posted in another dedicate forum. But for our other users... This Method account was never properly set up for Right Networks which requires that TCP/IP Supports Roaming. This is an option that would have to be enabled (by us) when using Method with Right Networks…but ...

Hi Mike, I'm going to take a shot in the dark here... By default clicking on the customer name uses the action Go To Tab Link and by default it takes you to the Customer Center>Customer List. It looks like you created a new tab named RH Customers and either deleted or don't have the Customer Center tab visible in the role you are in. ...

That's too bad.  Thats about the only suggestion I have at this point!  It would be priceless for the guys at the shop to be able to update everyone's activities and have them automatically reflected on the calendars of the techs. In addition - direct communication with Exchange would be stellar - especially for us MSPs who ...

Have a problem with Time Tracking in method, it is not carrying over to Quick Books. [The error was: There was an error when saving a Time Tracking. Quick Books error message: Billable activities must have a customer:job and service item.] These fields were filled in. Time Tracking was posting up until the 3rd of November. We are connecting to ...

Hi Beth, Regarding the Calendar view, in principle Method has two ways; the first one involves editing the filter on the left of the calendar to show as many users as you like within the single calendar view. However, if you have many users, this view will quickly become crowded with many items. The second option involves creating a new ...