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s.white-
This issue is coming up because an action is point to a field that no longer exisits on the screen.
For testing purposes I just deleted everything that was on the OnScreenLoad actions under the Advanced setting for a screen.
-Michael
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Eretnoldstti-
Can you send me a screenshot of this?
What web browser does this happen in? Can you try using a different browser and let me know if the same thing happens?
-Michael
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Dan_AA-
You could create a button that loops through all customers who have IsLeadStatusOnly set to True and delete them (This would delete every lead you have).
I would be really careful about doing this as you want to make sure you wheres are set correctly in your Loop actions otherwise you could delete your customers too.
You may even want ...
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Dave-
Are they actually going to File > Shut Down on the sync engine? Clicking the X on the Sync Engine doesn't close it down.
You can also try doing a reinstall of the Sync Engine ( You can find the full steps HERE on page 13)
-Michael
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Hi Nicole,
You can use the Method Import / Export Tool to import your leads into your lead list in Method. You can view a webinar HERE that might help. When importing your leads make sure that the field for IsLeadStatusOnly is True.
-Michael
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Nicole-
What kind of permissions do you have on that computer? Are you an admin?
Try right-clicking on the install file MethodOutlookAddIn.exe and select Run As Admin.
If you are still having issues email me and we can setup a time for me to connect to your computer and take a look at this issue.
-Michael
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Nicole-
Is there any more to that error message or is that the full message?
Can you try the following as well:
Open Internet Explorer
Click Tools > Internet Options
Click Security tab.
Click Trusted Sites
Click Sites
Enter https://methodintegration.com in the Add this website to ...
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Leah-
What merge fields are you trying to use? Which screen are you trying to Merge them from?
If you are using list builder it currently only supports merging of fields from the ListBuilder table and the Users table.
-Michael
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Shelley-
This can happen in situations where drop down fields aren't required fields. I have put in a ticket to address this further.
-Michael
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Dan-
The CRM_LeadList list screen and the CRM_EditLead list are based off different tables, the CRM_LeadList screen is based off the Contacts table and the CRM_EditLead screen is based off the Customer table.
To get the fields you added to the customer table into the contacts table you can link them.
Go To Customize > Tables / ...