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Hi Boyd, I have an excel sheet that sounds like what you are looking for. It's an adaptation of the sample import utility you may have seen to allow uploading to existing customers, not just adding new customers.  Send me an e-mail at matt@techinthefield.com with your contact info so I can make sure this is what you are looking for.

Okay, thanks.

 Is there a way to import from excel new information to existing customers.  The API that I am using will not let me import to an existing customer.  I have created new fields in the customer table and have customize my customer screen.  I now want to import from excell the new information to existing customers.  Does ...

 Hey Lee, We do not have any custom reports designed for these screens, but you can use the report designer to create custom reports. You can find a webinar on this topic using the link below. http://www.methodintegration.com/cs/blogs/methodblog/archive/2008/06/18/3-steps-to-becoming-a-report-guru.aspx  The other idea is to filter ...

 Hello, When you're on the 'Method General Q&A' page (the screen where you can 'Write a new post') scroll to the bottom of that page and click on 'More Options'.  Here you can set the topic filter to 'Show topics I've participated in', you can then temporarily apply or permanently apply it ...

If you have chosen to maintain transaction history for the past 365 days and each of the individual transaction types are set to default this should work. Can you please provide MethodSupport access to this account in order to let us look into it?

 Hey Lee, I am your consultant, but I did not hear from you. Please contact me when you have some time and we will do this installation. My post yesterday was a general post so all users know to contact their consultant to get this update. This update will be pushed out, so if you don’t need to have this right away, you can always ...

FYI, I've had the "0" replacing an entered amount issue on several occasions.

 Hi Adam, Thanks for all the info. At this point it is probably best for you to contact your Business Systems Consultant and they can log on to your account and do some further investigation.

Just to clarify...it has worked only a few times before.  Now it doesn't at all.  Thanks for all your help!