Method Community

Hello, I am having a little trouble importing from an excel file to CRM Customer field. Specifically I cannot alter what appears in the first line of the shipping/billing address. It always shows the company name, even when I specify a different value in the shipaddressaddr1 field.   My second problem is finding a place to put a website. ...

In attempting to update my SalesRep table, I kept getting the message that I can't update the field that (RepID) that I'm trying to use as a key field. In trying various combinations, it appears that I managed to process an update without checking the "update records" option - as a consequence, I now have 2x the original records, ...

After we hired a new Sales Person, we learned that over 1400 records changed, with this new person as the assigned rep. Aside from the fact that this person would not be inclined to "steal"clients and replace other rep's names with her name, it would have been impossible for "Kristin" to change 1400 entries during the brief ...

This is my first day using Method online. I need to add fields in the customer screen so I can import data from my old CRM via a CSV file. I went to "Customize" and added my new fields.  When I went to my Customer screen (clicked on Customers tab & selected customer) - my new fields are no where to be ...

I don't know why this has happeded, but for some reason all of my contacts have a Sales Tax Code of "Tax".  I'm certain that didn't come from QB, because I ran a customer report and only have 5 taxable customers.  I noticed it today when my QB customer balance report jumped by several hundred dollars over night. ...

I am working on customizing the customer layout, adding fields that don't exist so I can import my data.  I ran in to a few fields that claim to already exist, but are not found in the field list nor available to add to a layout.  My prime example is AccountNumber in the Customer table.  Does it exist somewhere I can use ...

Hello, I am new to Method and fairly new to CRM development. I am trying to switch our company over from Sugar CRM to Method (mainly due to the fact that Sugar does not work with QuickBooks), and have a few questions on how to get this accomplished with as littlepain as possible. I have exported a test "table" from Sugar. In Method, I ...

Just a quick thanks in advance!! Here is my issue: I am trying to use the VBa example to pull 4 fields from the item table into an excel sheet.  i am not sure where i am off because only the first 2 columns are being populated.  But it seems like ALL the rows are there. I used the Import/Export tool to get the entire table list to make ...

  I am creating some logic on the Sales Order screen to automatically calculate pricing based on the line item Quantity.  I am using Text Change events on both the Item field and the Quantity field.  The idea is to update all of the pricing data when the Item changes and then calculate the pricing whenever the Quantity ...

Have a problem with Time Tracking in method, it is not carrying over to Quick Books. [The error was: There was an error when saving a Time Tracking. Quick Books error message: Billable activities must have a customer:job and service item.] These fields were filled in. Time Tracking was posting up until the 3rd of November. We are connecting to ...