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  • Re: Data Refresh or Corruption issue

    Michael - it appears that the contacts issue is more serious than thought. We now have two customer contacts who have been inserted into our Employee table - one superimposed on top of the existing values for a current employee, and one contact who&#39;s now listed as an&nbsp;entirely brand new employee, linked to another. &nbsp; What ...
    Posted to Method:Classic General Q&A (Forum) by TogsTeam on 03-22-2011
  • Re: Data Refresh or Corruption issue

    Well, that&#39;s the story of *my* life... standing by.
    Posted to Method:Classic General Q&A (Forum) by TogsTeam on 03-17-2011
  • Data Refresh or Corruption issue

    Suddenly I&#39;m getting very weird behavior in the Add/Edit All Contacts screen - the screen is repeating contacts from Customer to Customer record. (As in, a contact for Customer D is showing up as a contact for Customer R.) I can&#39;t tell if I&#39;m having a refresh problem, or if my database is hosed. Anyone else having this issue?
    Posted to Method:Classic General Q&A (Forum) by TogsTeam on 03-17-2011
  • Re: Customize follow up email message

    Unfortunately, not all of my Sales Reps are Employees - some are Vendors, some are in Other Names. I&#39;ve confirmed phone # and email addresses for the Employees and Vendors, but the Other Names list doesn&#39;t provide for those fields. What&#39;s next? Also, I really need to actually understand how this linked fields function works, and what ...
    Posted to Method:Classic General Q&A (Forum) by TogsTeam on 03-16-2011
  • Re: Customize follow up email message

    Well, *that* was embarassing... you were right, the Sales Rep table didn&#39;t have phone and email values where I was expecting them. I exported the Sales Rep table and updated it, but now when I try to re-import, a strange thing happens: I can&#39;t select &quot;Phone&quot; as one of the Existing Fields for that column, because &quot;Phone&quot; ...
    Posted to Method:Classic General Q&A (Forum) by TogsTeam on 03-15-2011
  • Method Crash after QB Rebuild

    We had to rebuild our QB file yesterday after having login issues. At least one Changes synch completed after the rebuild (12:18 pm) and we shut down the Method engine at that point so that it wouldn&#39;t impair QB performance on that system. We restarted Method at approximately 5:00 pm, but at some point after 6:00 pm (the last time it was ...
    Posted to Method:Classic General Q&A (Forum) by TogsTeam on 03-15-2011
  • Re: Customize follow up email message

    Use the path: Sales Center | Contact Activity | Send Email | Use Template: General Follow-up I didn&#39;t see your linked field in the Customer table; did you delete it after you tested it? &nbsp; &nbsp;
    Posted to Method:Classic General Q&A (Forum) by TogsTeam on 03-15-2011
  • Re: Customize follow up email message

    Michael - it appears that you have to give the new linked field a name that&#39;s unique from left-to-right: when the merge command is parsing the field name it stops as soon as it &quot;reads&quot; an existing field name. To illustrate: Customer.RepName&nbsp;&nbsp; - works Customer.SalesRepName&nbsp;&nbsp; -- merges out to ...
    Posted to Method:Classic General Q&A (Forum) by TogsTeam on 03-14-2011
  • Re: Customize follow up email message

    I know this error has been logged - I&#39;m just noting that I tried again, and got the error when attempting to click Finished.&nbsp; I was able to refresh the screen and return to the Edit Screens list of screens, and when I checked the Customers screen again, the new linked field was listed... but it&#39;s still not working in the email, and I ...
    Posted to Method:Classic General Q&A (Forum) by TogsTeam on 03-04-2011
  • Re: Customize follow up email message

    I think the bug or whatever that popped up prevented the definition of the linked field. When I use the email template now, I get: {Value of Customer.SalesRep} &quot;Name&quot; Which displays as, for example: &quot;TO Name&quot; because for this record, &quot;TO&quot; is the value of Customer.SalesRep, and &quot;Name&quot; appears to be the ...
    Posted to Method:Classic General Q&A (Forum) by TogsTeam on 03-04-2011
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