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Hello,     I found out that there is no interface to change Lead Ratings.  It was never implemented.  You could do an import-update, but there are many risks involved in doing that.  So it's not an option I would recommend.  Unfortunately, there is really no way to change the Lead Ratings value.   - ...

Thank you so much for your assistance. I will be trying out the firs option. If I run into trouble i'll letyou know.  

That's a list of the common tables used in Method. When on the Import/Export Tool screen, you want to ensure that you disable the Show only comman tables? option. Once that's done you'll be able to select from any table in Method to export, including the Entity table. - Ashur

[quote user="Rolf"]Is the order of copying screens relevant?[/quote] Not to my knowledge. [quote user="Rolf"]What happens if I forget to copy data with a table?[/quote] This can cause problems on your screens so I highly recommend you ensure that all tables with data you need to bring over have the option to copy data ...

Scott, Were the occurrences updated individually in any way?  Even if the occurrence is opened and saved without any changes, this will break its connection to the series.  This is marked in a field in the Activity table called IsChangedOccurrence.  A good way to check would be to export the Activity table and include the ...

That's the thing. I am importing it. I tried it as a csv file as well as txt file.

This message will display when a field name, in this case FullName, is being selected for more than one column. Refresh your browser then start the import process again. When you're on Step 2: Prepare Data, scroll across all your Column Names and ensure that the FullName field name is not being selected more than once. When you've ...

Andy, If you go to Customize > Screens and click Copy / Import Screen located at the bottom of the window, you have the option to copy from the Method Library. You should be able to find all the Standard Method Full Blown screens in the Method Library. -Michael 

CONTEXT/BACKGROUND:  My company has a mass email list of businesses (5000+ entries) on a .csv spreadsheet that we would like to import into Method as Customer Leads with assigned tags (TagList field) for each entity. These tags will be critical to our company's efficiency (sorting leads) with creating ...

 Hey James, The Import Tool will allow you to select either, update based on a key field(s) or to add the data as new records. You must specify one or the other. Sign up for your free account and give it a whirl, its located under the "Customize >> Integration Tools" tab link.