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Hi, I got the excel file used to upload a lead database into Method. The given columns are:
Name
First Name
Last Name
Is Lead Status Only
In addition to these data, I also need:
Company
Street
Apt
City
ZIP
I have added these additional column and paste the data, however when I want to import the data into Method, it gives me the above ...
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Hey Greg,
What web browser are you using when accessing Method?
You mention you have done a lot of customization work, is this happening on original method screens, your custom screens or both? Have you imported any of our industry specific apps or added extra tabs? The bottom scroll bar has been disabled by design but we have noticed if ...
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Hi Greg,
You are right, by default the maximum number of items that can be displayed in a dropdown list is 50. The reason behind this is page load time. For example, if you had a list of call numbers and you wanted to get to the items containing '70' you would start to type and items containing those numbers will filter to ...
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I found the solution ... easy ... allow pop-up blockers!
Lane
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Hello Lane,
I have just tested this out on my end, it seems to work correctly. A few questions that will help us with a solution;
What Web Browser are you currently using? Have you done any customizing on this screens? Have you tried "Print Preview" on any other screen?
Once I have this information I can dig furthur into ...
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Hi Tony,
Currently you have the ability to send an e-mail from your outlook to Method by using the Method API integration tool. All you need to do is to check the User's settings and ensure that you allow the User to connect to Method API in step 5. Then you install the following: ...
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I created a "Call Report" screen and it has a GRID of all the Call Reports.
Then I created an "RGA" screen and put a "CALL REPORT" Dropdown that attaches to the "Call Report" GRID. When you click the dropdown to select a Call to reference, it only has up to call 50 and no way to ...
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I am looking into this and will update you as soon as i get a solution.
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Dale - if you don't mind, can you email the xls file to method@methodintegration.com. We could step through it for you and tell you what the culprit is.
Paul
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Ryan,
I am attempting to follow these directions and am getting an Import Warning:
Error from the MethodAPI at row 2:
The number of fields (24) do not match the number of values (25).
I'm sure it's something simple...can you help?
Dale
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