Method Community

 Hi Robert, The scenario outlined above appears to fall into the technical troubleshooting category.  I'll contact you later today to resolve it.  

Thank you Audisho,! I am still getting the error that it exceeds 8000 charatcters when I try and import but when I check the recurrent activity box I am able to get it to populate so that is fine. The next issue is that I cannot get the activities to add the contact and company information. When I click on the ... next to contact in an activity ...

Hello Shaber53, Can you please confirm, what kind of fields you added in the Customer table? Were they dropdown fields or other field types? Did you add those fields on the Screen?  If you can provide me that information. Did you import the data in those two fields with with Correct Field names.? You can have a look at the video ...

Grif, you can import/export table data from Method from/to Excel/csv, and import/export to csv with Gmail, you should be good for creating new contacts from either program in the other one.  Are you using the Method Google Gadget?  See ...

H i Shaun, What you have to do is make sure that you include the exported RecordID field when you import back into Method.  This will allow the import tool to locate the existing records and attempt to update them, as opposed to creating new ones.  Also, ensure that you have the following checkbox checked: Hope this ...

Hi JeremyM, When you do an export from the customer table, you will be able to see the column headings in an excel format in the first row. You will be able to see these headings when you go to Customize>Integration Tools and clck on the Go to Import/Export link in the Import/Export section. When you select the option to Export a table to a ...

Hi swm023,   The best way to update the leads is to first export the customer table as well as its fields that you want to update in the format of .csv.   You will then be able to import the updated information back into that table. Its best that you export the RecordID field since it is considered the key field as well as the ...

[quote user="Fred_D"]Sorry to not understand, but what you do mean by "grid"?[/quote] Hi Fred, by grid I just mean the table your trying to export. I assume you have a screen with your data and you've got a button with the action to export to excel. I want to see the layout of that screen and the data that it's trying ...

Hi scottaskinosie, I was able to import this field without error. I tested blanking out this field for the series record and the only noticeable change was that when I selected the series, the Recurring checkbox was not checked by default. Checking the box resulted in the recurring info populating as expected. If you want to shoot me an email ...

Hi TomW There are two options I see for you.  You could do as Nebo did and create a custom field and populate it.  This will require some customization to edit the screens to add the new field to the screen and the grid.  Also, depending on how the Leads are coming into the system, some additional work may also be ...