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Hi There Kumara,
Judging from the way youve copied the Data here, Im going to assume you have the data presented in a grid, which is great! It helps us make this one process a little more efficiently.
A few questions for you; First, are all the individual Serial Numbers unique? specifically, when you search for a serial number, are ...
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Hi Bergyver,
Sure Thing. Ive grabbed some screenshots of the Logic behind the actions I mentioned in the above post.
First The Loop through grid;
Next, the Assign Value to Action Result;
For Reference as well, Ive attached the screenshot of the Delete from Table Action, along with the Edit Criteria
Thanks Bergyver.
-Ben
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Hi Jack,
I just took a look in your Account here and thats certainly a strange Issue. I tried making new versions of the Screen, and copying it Entirely, but continued to run into the same problem. Im going to open up a ticket with our development team to take a look and see what we can find. If you could provide me with any extra detail you ...
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Hi Bonnie,
Thanks for notifying us. Much Appreciated! The Intuit Merchant Services Website is currently displaying the message 'We are currently experiencing technical difficulties and are unable to process any new QuickBooks Merchant Services accounts at this time. We are working hard to fix this issue and apologize for any ...
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Hi Mahlon,
Im seeing the same thing on my test account. I found also that when selecting HTML Editor the entire 'Settings' Section would disappear until I moved the control around on the screen, at which point the settings would show up again, but still display as 'Text Input'.
Ive opened up a new ticket with our development ...
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Hi Maureen,
Regarding Compatibilty, we cant officially support syncing or integration with a file hosted on QBox. That being said, it may still work if Im understanding your setup correctly.
You have a a multi-user mode QuickBooks file with;
One installation on a local PC, along with the Method Integration Engine
A second QB file ...
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Hi Bonnie,
This is certainly possible! The best way to accomplish this in Method:Classic would be to take advantage of the List Builder (Found under the CRM Tab Group > Campaigns > List Builder)
The List builder will enable you to fill a list with your Customer leads, Create activites for these contacts, and assign them to ...
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Hi JGAnderson
Its definitely possible to use a filter with the Import Export tool. After Selecting the Table to Export in Steps 1 and 2 of the Import Export Tool, Step 3 allows you the option of selecting which fields you want to include, and also gives you the option of using an Advanced Filter. In the Advanced Filter, ...
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Hi JGAnderson,
Certainly happy to help out! There arent any hard limits imposed on the Generate Report action, so you should theoretically be able to generate as many records in your Report as your Filters will return. Are you getting exactly 100 Records? There is an option on the Generate Report Action called 'Filter Safegard' which ...
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Hi Maureen,
There isnt a way to take a full backup of your own account unfortuantely, but exporting any potentially affected tables is certainly a good idea if you plan on doing anything that might Delete information from Method. As a general rule of thumb, outright deletion of information (especially using customization to mass delete) is ...
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