Method Community

Hi I have been importing data ahead of go live - I am down to the last table which I need to import - InvoiceLine. The Invoices are aleady imported correctly but when I import the InvoiceLine it is saying the InvoiceRecordID does not match (I am assuming this is the field to match the Line to the Invoice?).  An example is Invoice 1326 (Once ...

I have a custom table that includes a Customer dropdown that displays the Customer Full Name on the screen as the select options. I'm trying to do a data import into my custom table based on Customer RecordID but the import says it can't lookup the value based on the ID. Why not? It seems weird that exporting my custom table includes the ...

I am working with a client to import data extracted from their current CRM (Maximizer).  The 'Import/Export' section under 'Integration Tools' appears to contain the "right" tools.  However, I have a few questions... Which Method tables contain bits of information related to CRM?  It appears obvious that ...

Tom- I don't think it was anything you did wrong. If this does happen again, let me know and I can quickly go in and fix it again. (You will have to re-enable MethodSupport if your account is going to be reset). -Michael

Fran, thanks for your reply. I'm aware that Method has a trial, as does Insightly, and most other CRMs.  The problem is that the investment of time can be 20 hours or more by the point you figure out that any given platform can't fulfill a certain function.  And if you test three... four... five or more platforms concurrently, ...

Hey gfoxjr, Yes, that's where Contacts are. Just a couple points to note as you go through the process: If the customers in #3 are in QuickBooks, then these customers should already be in Method. If you want to add additional data to these Customers or Contacts, you will want to Export the Customers or Contacts table so that you ...

Hi PetzLife D, When you're importing your data on Step 2: Prepare Data, ensure that there are no duplicate fields on the 'Select the columns to import' section. Take a look at my screenshot below, you'll see that the Name field in my CSV file (surrounded by quotations) is being linked to the Name field in the Customer table ...

YES! That's it. It's the Trans. history setting. I never thought to look at that. I don't do ANY work with QB. I don't even have it installed on my system. So I forget the data created makes it way HOME to QB eventually, but then only gets synced out to Method based on this setting. I will definitely need to create a QB export ...

Hi. Thank you for your support. I was trying to change the screen CRMQBO-EditCustomer. As I had copied the screen and the changes did not worked, I deleted the CRMQBO-EditCustomer (2). When I tried to open the regular CRMQBO-EditCustomer the content was like the copy that I changed. What I need is to import from somewhere the original ...

I am seeing both of my "phone call outgoing" activities, and I know that's how that's supposed to be, and that's how I want it.  I have also created a new activity "Requested Catalog".  I don't add any additional information to this activity, it's just for me to see once I open their account. ...