Method Community

When i create a activy then change it to a work order.  I even see those symboles on the work order screen and it makes the comment section bigger by adding blank lines.  John

Hello John,    The <p> is HTML paragraph tag that is not being parsed.  The <p> would give you a line space before and after the tag if in HTML, but it's in plain text here.  Are you able to post a screenshot of where this is happening in the report? Or provide more information on where this is happening ...

I had the same thing yesterday and found a solution.  I changed the incremental sync timing from 15 minutes to 20 minutes, saved my settings, waited 30 seconds then set my sync timing back to 15 minutes and saved my settings.  Soon there after the incremental sync time stamp started updating.  Hope that helps.

Greg, Thanks for responding.  I figured out my problem.  I had created a field with the identical name in the customer table without linking it to the contacts table.  After I deleted and recreated the linked field it all worked. Alan

Greetings, Why do i <p> when I print out reports? <p>remove leaves behind the fence</p> Thanks,  John M

Hello Dave,   There is no documentation for specific tables.  Most of the imports I have seen users do is with customers and leads.  I do see some for activities and opportunities.  There is a common process to do this to do any imports. 1. First find out what fields are mandatory.  Go to Customize > Tables/Fields ...

That blog info is helpful. Do you have any similar documentation for importing the "Opportunities"?

Hello Dave,    I am going to assume your current customer database is in another CRM and you are transfering the data into Method?  If you use your opportunities in your daily workflow or it is how you keep track of acitivities dealing with customers, then I would import the opportunities.  There would be an order in which you ...

Hello alderby,       I would double check if there is data on the table.  Export the data from the Customize > Integration Tools >Go to Import / Export… . You can get more information on exporting from our Help Center.   The only other item I can think of is that the Grid Filter is ...

Hello thesolarguys,     This is a great question and idea for further development.   You are basically wondering on what day and time to best put a job to optimize your worker's day.  Currently, you have to book appointments on the same day and let the map do the optimization.  You may have an appointment ...