Method Community

[quote user="MikeB"]I don't think any of the sales rep cahnges are implemented, but I'd have to go through all of them.[/quote] Hi MikeB, I've exhausted anything I can think of with regards to why your sales reps are reverting back.  I know of no SDK limitation or anything inside stock Method screens which would revert ...

Thanks.  I checked the box under "activate".  Is that all I have to do? Do you also need the spreadsheet?   Tom

Hi Mortaza, So there is no way turning back Customer to Leads except delete them and re-import? Is it available if I create fields that shows EntityType (Customer/Customer Leads) then change them to Customer Leads? So when the full sync occurs, the leads is not shown in QB. Please advise.

cpitts, You should be able to have to objects with the same Name, because since its a subitem the FullName will be composed of both the Item and Subitem name. You could also just remove the items from the list that you don't want update before the import. -Michael

Yeah, I think around 1,000 tended to bust.  I think 500 ran okay.  Curious what you find out.

Are you getting an error or is nothing happening?  If there's no error, it may just be that the grid is not showing the insert. If you refresh the grid, if an insert was successful, it will show. I'd also make sure you are setting the right value for SalesReceiptRecordID.  You should be using "Value from Screen" ...

So uploading new contacts using import and method decided to log me out after 10 minutes so half didnt get imported. When I tried to log back in to finish the import my browser timed out as something in method keeps slowing down my browser, so now have some contacts imported and others not. I can figure out the last one imported and start a new ...

Michael - Yes, we tried that originally, but unfortunately some of our reps are neither employees nor vendors, but actually Other Names.

Hi Nick I'll add my 2 cents here.  I've found it very helpful to use the import/export tool from inside method to study the data that is inside a method table. Using this technique in combination with reports from QuickBooks I've been able to get a clear understanding of all the database relationships ...

The following updates are now live for users of Method New Features / Updates Purchase Order - removed the extra "Add Item" button on the edit screen. (PL-42144) Fixes Import - Fixed an issue where the success message was misleading users and not highlighting the error values. (PL-38746) Import- Fixed an issue where the ...