Method Community

Justin, Thanks. --

When I create an estimate or invoice for a customer from scratch, It will automatticaly pull the campaign info from the customers table. A Problem I have found, is when we convert work orders into invoices, the campaign info does  not automatticaly populate the campaign field in the invoice and is causing us problems with campaign ...

Hi Justin, Thanks. It works.  -- Alex

Alex, There's no official limit. The more records you're importing, the greater chance there will be an issue. If you have 1000000 records, I'd say start with 50000. - Justin

Hi genequisisem, Is this a stock report you're having problems with? Head over to Customize > Users in Method and ensure that the box under Active is checked for the MethodSupport user at the bottom of the screen. Once you've done that, send me an email by clicking the Contact button in the top-right corner of this post and let me ...

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 ...