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I'm not seeing changes in the following situations: Creating a sales order for Customer:Main Account Going into the customer main page, going to the Contacts section/tab, selecting Main Account and going to the detail page for the Main Account job type for that customer. In both cases, the original sales reps are still there. My ...

Well, after waiting until 2:57 and pressing the Sync Changes button, the sync time ended up being 2:26PM. I think it's set to check every 60 minutes. So, first off, the manual sync doesn't seem to work. And my Sales Rep changes were no longer there. I exported the Customers and Leads table and checked a few customers manually in Method ...

I went through the steps, which I'm pretty sure I went through last time and which led to a successful update last time. Looking at some accounts in Method, and exporting the Customers and Leads table,  see the changes are there (just like before). But when I do a Changes Only Sync, the time doesn't change. It should read 1:32 or ...

Thanks, I followed that procedure before (although I exported all fields - no matter, I only imported Sales Rep and RecordID) and it worked at the time, but then reverted. 1 question though: If Customer/Lead/Customer and Lead are all views of the Entity table, shouldn't I change the records in the Entity table and not in the Customer and ...

Some further clarification: I need the Sales Rep field for the Main Account contact in the Contact section of the customer detail screen to reflect my changes. I also need the new sales rep to be populated in a new invoice/sales order. Which table do I have to change? There's Customers, Customers and Leads, Entity, etc. I made the ...

I changed a bunch of sales reps for customers by exporting the customer table and then re-importing. At the time, I looked at a few of the customers and the sales reps for the "Main Account" job types seemed to have changed fine. However, looking at the accounts/file export today, it's clear that these changes didn't ...

"You won't be able to create a new FullName or EntityType field - you won't be able to create a duplicate of any field." OK, but you can see how that's confusing, right? If I export a file, change a few entries and then re-upload, a user would expect the columns to match and be re-uploaded. Anyway, I think I got it now.

This was the other thread: http://www.methodintegration.com/cs/forums/p/3013/11429.aspx#11429 Near the bottom, the user was asking a similar queastion. Method wasn't showing "Entity Type" as a field in the drop-down that could be selected. So, "Do Not Import" and "Create New Field" are the only options. If ...

Well, I guess I answered my own question. It appears that the Sales Rep ID field (ie. the only one of the 4 sales rep fields I was "allowed" to explicitly import) is the basis/key field for populating the remaining 3 sales rep fields (SalesRep_RecordID, SalesRepName, SalesRepRecordID). I imported and then re-exported to check and ...

Could it be that the 3 fields not able to be found are derived fields? I notice the same thing also happens with fields like "FullName" and "Balance".