Method Community

Hi Justin, Thanks. what is the limitation of record number for one import? 1000000 records is what I need for my client's program, if this limitation is small, that could mean a lots of import. any other way to work around it? -- Alex

I attempted to open the report named CRM_Dashboard_Opporunities_ByMonth., in the Report Designer.  Unfortunately, I got an error that reads, "The report failed to be created.  Object must be of type String."   Is there an easy way to copy an existing report and modify it for our needs? Thanks in advance.

Hi Brittany, I created a support case for this issue and we reached out over the phone. Give us a call back when you're available. - Justin

Hi Alex, Importing a large quantity of records at one time can cause errors. Try splitting your CSV file into smaller CSV files and importing them like that. - Justin

Hi pdx971, You could definitely create a dropdown that references the Solutions table, and pair it with a button that inserts the solution into a field on screen (say, the Email Body field on the New Activity screen, for example). You could also set up a Knowledge Base, which is an external, public resource that you can direct your ...

Hi, I have a table with single integer field (RandomSeqNo), and tried to import a csv file to it. This file container two column, RecordID and RandomSeqNo. It is around 1000000 records.  While import via method import UI, it keeps giving me this error message (followed), how can I reolve this? Seems that if I reduce data to be smaller, I ...

Hi Matt, How did you add the Credit Card field to the Contacts Portal? - Justin

Hi Matt, I've opened a ticket with our development team regarding this issue. I'll keep you posted via this forum thread. - Justin

Hi Mahlon, I've opened a ticket for this, I'll keep you posted. - Justin

Hi Mahlon, Sorry for the late reply. As most don't use these fields, they're not on the stock screens. They can be customized into the requisite screens if need be. - Justin