Method Community

Hi, I got the excel file used to upload a lead database into Method. The given columns are: Name First Name Last Name Is Lead Status Only In addition to these data, I also need: Company Street Apt City ZIP I have added these additional column and paste the data, however when I want to import the data into Method, it gives me the above ...

Joe sent in some questions about the CRM app: "I have a couple of questions concerning the CRM app. I can see how we could structure Method to work the way we want with some coding.  Is there any documentation on how to use the actions?  I could figure it out from the examples but it would be easier with some ...

 ok where to start.... decided to create a large file, in the process of creating a large file I decided to start with the Items list. 1. created a 10000 item list of non-inventory items. 2. imported to a new file that was not synced to Method. took about 4 and a half minutes(yes I have a slow machine). Eerything was working fine and I ...

I have table with Title, yet never get the option to associate it with the Title field.  How do I do this? Thanks!

I am getting ready to import data into Method but don't see field for Customer Name so I am assuming FullNAme populates Customer Name in Method and is the field Customer Name in QB.  Is my assumption correct?

I managed to get it to work after I figured out how far the import had gone and refreshed everything. Do you still need the info for the slowing down issue?

Palmer -  Are you still getting an error when you try the import / export beta?  If so, what's the exact message?  We can look into it for you. Paul

Thank you Audisho! You are the man!!! That works just fine, I think I may be good to go now on the activitiy import. Thank you again for your diligence and support!!!!

I would love to have availavle the Method tables for import into PowerBI... PowerBi can import all sorts of formats.... web url, files, databases or whatever for import.   Anyway to do this?   Do I need API to do? Would take Method reporting metrics to a whole new level.

So I would have to Indiv. do this to the 115 records currently in methods, so that I can re-import/update to what it needs to be?