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Hi haydenareadb, You can accomplish this using the Import / Export Tool, which you can access from Customize > Integration Tools in Method. First you'll want to export your Contacts table (uncheck the Show only common tables? checkbox), exporting the fields FullName, RecordID and TagList. ...

emiller- I was able to duplicate this. IsLeadStatusOnly is a special field that gets disabled once a customer is synced to QB. I will have to look into this further. How many customers/leads did you import? If it wasn't that many it may just be easier to manually delete from in Method and re-import them with IsLeadStatusOnly set to ...

[quote user="Blake C"]How do I fix this? Is there any way to fix it through the Method UI?[/quote] The best way to fix the broken contact links is edit the records through export/import - here you can see the RecordIDs and link everything up correctly to import again.   ~C 

Hi FW, I noticed that Audisho has already put in a feature request for this one back in May. Ill make a note on the Request that you are asking about this one again. Cheers, Ben

We have a slight problem here at Method.  We have rebranded a "developer" as someone who develops their own system.  Afterall, Method is a platform that is all drag and drop, no programming.  But the old school way of thinking is that only a programmer can be called a developer.   This leaves those who actually ...

Turns out I needed to do some more reading. I had not visited the page on Tags - I only looked at the help page on importing/exporting. So I had not seen the note at the bottom of the Tags page with required formatting. I re-did the import with proper formatting and the tags now come up in the search. Interestingly, the original format still put ...

Hey Jonathan, That will not work. Both Leads and Customers sit on the same table 'Customers' the only difference between them is a boolean field called 'IsLeadStatusOnly' - if this field is set to True, it does not sync the record over to QB and allows it to sit in the Leads tab. But as soon as this field is set to False it ...

Hello Marcelo,    There is no undo or going back.  It's why there are no mass update actions on default screens.  What you can do is export the table with the data.  If something goes wrong, you can do an import update to revert data back.  Also, do tests on a couple of records first before you do all the ...

Hello,    I believe what you are looking for is the 'Start Loop Through Grid' action.  (Don't forget, it has an corresponding 'End Loop Through Grid' action).  With the loop action, you can find the records you have checked.  For each record found you have an 'Update Field In Table' action that ...

David - The field name for the Vendor contact is Contact. So if you utilize this as a merge field for your email template, you should type it out as Vendor.Contact. Again, to get a better understanding of the names of fields in tables and the data stored within them, Mary's suggestion is the best answer. Simply export the appropriate ...