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when I import a list from excel I put the data into a "campain" during the import it removes or does not allow the importing of "exsisting" customers that are in quickbooks. the results give me a list of "leads"only. I need a list of everybody, leads"who are not past customers" and past customers ...

when i import a list from excel I put the data into a "campain" during the import it removes or does not allow the importing of "exsisting" customers that are in quickbooks. the results give me a list of "leads"only. I need a list of everybody, leads"who are not past customers" and past customers in the ...

Hello flyfisher,     There are two areas for this question.  One, assigning users to opportunities and lads.  Two, having people view records that are assigned to other users.  You should by default be able to see everyone's records.  You can keep users who leave Active until you transfer items over to a new ...

Wonderful! Thank you so much!!  I now would like to Export and Import the new tag information for my contacts, but I do not see that "contacts" is an option in the drop down menu of the Pick a Table step of exporting? Can you please explain how I would Export my current contact list so that I can edit thier tags in excel and ...

The easy answer to this post - (I'll answer it before I ask for a current workaround solution) is to accept the Endicia API into the METHOD suite of features.  SITUATION: I am working with a third party integration team and they are trying to help me get everything set up as much as possible prior to involving METHOD consulting - ...

I am importing new leads into Method from an excel spreadsheet.  I'm still a new user so I have only done this once before.  So right now I just have one group of leads in Method.  I have 2 more lists to import.  I need to be clear how when I import new leads, to keep them seperate from my other leads.  Are assigning ...

I have edited the shortcut links in my original post, now they show both actions. What I'm trying to do is set up the record ID on invoices imported from third party software via API. I get the bills with line items, dates and everything imported via API, and I want to assign them a ref. number value on import. It could as well be RecordID ...

Here is my Python: import webapp2 import urllib from google.appengine.api import urlfetch class MainHandler(webapp2.RequestHandler):     def get(self):         self.response.headers['Content-Type'] = 'text/plain'         url = ...

Hi, I am just starting out as a new user - I want to import information from excel files - I watched the webinar which I think is based on an older version of Method but I got the general idea. My only question after watching the webinar is around the absence of data in a field - for instance one of the fields needed is phone number but for some ...

I've edited the contact screen to include custom questions that are part of an excel sheet.  The published page show all the questions and an area for the answers.  I did a test import with 10 customers with those custom questions.  I had included the Record ID and put a check in Update existing records by matching the key ...