Method Community

Hello all: I'm a newbie, but am not new to CRM's. I'm looking for a post, webinar (or an answer) regarding the following: What is the optimal way to import in Leads with 1 new opportunity and 1 activity? I'm still finding myself having to manually do the opp and the activity, but I'd rather add them in all at the same data ...

Paul, So if I am hearing you correctly, I CAN use a list that i have exported from the list builder. I want to use the same people because we send out emails to a certain kind of client (CPA firm, not for sale purpose). So, how do you import the list, as all i see is a export list option. I am excepted to hear that the listbuilder will be ...

No luck - same message.  Very strange and starting to become really frustrating.  I appreciate your help, and really want this to work, but I can't afford to keep spinning my wheels - too much to do.    Here's what my screen looks like -  Integration Tools menu >> Import / Export ...

Hey Acldemac, Although Method has some of the reports from QuickBooks, we are not able to import your reports into Method. You are able to create your own reports using our Method Report Designer. Below is a link to a forum post that will tell you more. The post includes information about downloading the program, as well as some video's that ...

History: Our organization has been using SalesForce as their CRM for some time.  They have also been using QB Desktop for a long time; however, a few years ago, the previous accountant found it necessary to start a new QB file, thus losing the connection between the data in the previous QB file and the current QB file.  The old data ...

This is happening to me now:   Server Error in '/MethodImpex' Application. Runtime Error Description: An application error occurred on the server. The current custom error settings for this application prevent the details of the application error from being viewed remotely (for security reasons). It could, however, be ...

I've been importing customer information, both new information and to existing ones and now I discovered instead of merging information to existing customers, they are overidden. i.e. As I import new information to an existing customer but leave certain fields black such as phone numbers and emails, they get erased on Method (and then ...

Hi TeamTogs, The QuickBooks SDK does not allow for editing of the SalesRep table, only adding records. Which means Method will not allow you to edit the SalesRep table. [quote user="TogsTeam"]Error:Failure. The Table does not support edit.[/quote] Also if you try to create a screen with a SalesRep grid you will see that it does not ...

Emily- I am not exactly sure what you mean. If QuickBooks has an invoice Method will also have that same invoice no import needed (The Method Sync takes care of that). Are you referring to transactions not supported by QBO for example Sales Orders? Or are you referring to importing invoices from programs outside of QB. - Michael 

Thank you Audisho, I appreciate your help. Yes I have watched the videos but unfortunately they were not helpful:( I will elaborate and see if there is something else I may be missing or if you think I should contact support. I follow the instructions exactly. I begin by exporting a table from the new account so that I have all of the ...