Method Community

Yes, all of that I have done. My problem truly comes down to Method is uploading my Leads as a customer instead of lead. I think it's because of my question of: Why is it when I'm importing my file with THE necessary field of EntityType (and all records show Customer Lead), Method doesn't recognize this field upon import? To try to ...

Any update, folks? I don't want to hamper your debugging and investigation efforts, but I'm coming up on the end of the month, when accurate reporting is critical. Since I haven't heard back, I assume you still don't know what happened - that is, how a couple of Contacts ended up in the Employee and Sales Rep tables. If it ...

Valbon, I think your design would work and would be more clever but I might tend more to the "flat file" structure. Our pricing is a Base Price stored as the Sales Price, plus a Base Quantity and then tiers of pricing that have adders or penalties for being a smaller quantity than the base price.  For example the base price is ...

 Hello, Just for the benefit of the community - uninstalling a Method Application such as field services does not affect customizations you made made to it. If in doubt, follow these simple instructions (thanks to Paul): 1. Remove Field Services 2. Go to Customize -> Screens. 3. All your customized screens related to Field ...

Is it possible to export the field “IsToBePrinted” from the Invoice table using the Import / Export integration tool feature?  We have several invoices that were not unchecked in Quickbooks for prior periods.  Since there are so many, we are unable to print our invoices using the batch feature.  My goal is to ...

Issue: I imported a list of leads using the customer import tool and those leads appeared in QuickBooks Background: - Prior to importing the leads i created a lead within method - I verified that lead did not pass into QuickBooks - I exported the customer data file to see what all the fields for a "lead" looked like and noticed that ...

[quote user="MikeB"]It appears that the Sales Rep ID field (ie. the only one of the 4 sales rep fields I was "allowed" to explicitly import) is the basis/key field for populating the remaining 3 sales rep fields (SalesRep_RecordID, SalesRepName, SalesRepRecordID).[/quote] To update the SalesRep you ...

Thanks for the tip on using the import/export tool. I am able to export without any trouble, but when I try to import I am getting the following error. "Error:Failure. The API could not validate your log in. Please make sure you have entered the correct Company Account, User and Password, and that each are spelt correctly. Also, ensure that ...

Hi msfeld, There are a couple of ways that you can go about doing this. If you are only going to be adding additional options to these fields very rarely or only once, the quickest option would be to import new values into these tables using the Import / Export tool. The tables are LeadStatus and CustomerType. Your alternative, if you are going ...

Hi Kent, Because of the way QBO works, it is not actually possible to delete a customer. They are simply made inactive and marked as "(deleted)". The only way I can think to fix this would be to figure out the RecordIDs for the Customers you imported and use the Import/Export Tool to mass-update them all, changing their names to ...