Method Community

Hi Maureen, You could create a custom screen to loop through your Activity table and delete all records where ActivityStatus = 'Cancelled'. You would have to be careful, as an error in the customization could lead to unwanted loss of data. Backing up your Activity table first using the Import / Export Tool would be recommended. Let ...

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, ...

Hi Rick, The JobDesc field is unfortuantely not a field you can import data into via the contacts Table. This field is linked via the Entity table, and as such would require you to import directly into the Entity Table to populate data in this field. This field is typically used to describe information regarding a Customer Job. For example, if ...

Hi NSG185, You can view our full list of webinars here. You'll find the webinar for the Import/Export Tool on there, but for convenience here is a direct link. You might also want to take a look at this blog post, which goes over how to import Customers with Contacts associated to them. Let me know if you have any further questions. ...

Hello Shaber53, Did you get any errors while importing the file in to Method? I tried to reproduce it on my account, I created two fields in my Customer Table and then I imported data in those field based on Update existing records by matching the key fields  in Set option and selected Name as a Key field and then Click ...

emiller, You defiantly don't want to delete the customer table since this table syncs with QB. In-fact you probably won't' be able to even if you wanted to. You are more concerned with the customer records in the table not the actual table itself. Ok…a couple of very important concepts when importing leads. You must be ...

Thanks, Ben. This is specifically a request as it relates to the integration tools import/export. So that wouldn't work in this case. I did notice that it is exported correctly when inserted in a grid, however. 

Hey Pamela, The only time that option is disabled is when, the field does not support editing. Or the fields you have chosen on Grid do not support editing. From my testing VehicleMileage is a Table that does not support Editing. When trying to update/import into the VehicleMileage Table I received: 'Error:Failure. The Table does not support ...

Hi Innovative The Audit Trail screen in Method defaults to UTC time and can't be changed. If you go to Customize > Integration Tools > Import / Export and export the Audit Trail table from there it will show the times based on the timezone of the computer you do the export on. I hope that helps. Jeff

That helps a lot- they are all duplicates in one regard.  However, I have an item called "201-m-mbl-lg", and I have an item called "prep:201-m-mbl-lg".  The second obviously being an item called "prep", with the subitem being 201-m-mbl-lg.  201-m-mbl-lg and prep:201-m-mbl-lg, again, have different ...