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Hi Adam, yes we're using the field services activity screen. We have already deleted the series so we have no way of deleting the occurrences all at once. Any suggestions for that? thanks bryan

Bryan, I noticed a few things while trying this out on different screens.  The stock CRM Activity screen seems to delete all of the occurences when deleting the series.  However, on Field Services it does not. I'll put in a ticket with the team for this one.  Was that the screen you were using?  The work around I ...

firefox 18.02

Hi Bryan, If you edit the series, you should see all of the occurences listed in a grid.  You can then select all of them and delete the occurences.  Then you can delete the series. Depending on the area you are in, the design may be different, but the function should be the same. - Adam

Good morning, We have a problem with trying to delete a series activity. When we delete the series, the occurences are still there. Now the series is gone but all of the occurences are there. There are over 900 ocurrences that we need to delete. Any ideas on what caused this any idea on how to delete 900 occurences all at once? Thanks for the ...

That's strange, are you using Google Chrome by any chance? The reason I ask is because I've experienced strange caching issues in Method with Google Chrome, usually clearing the cache and restarting the browser works, or just using a different browser. Glad to hear it's working now though! - Ashur

I did it 4 times, refreshing, restarting import etc. making sure fullname was not selected twice. It was changing my suffix field to fullname for me even when i chose not to import suffix. Finally after logging out and logging back in the error went away.

One more thing.  The screen is built off of the Customer table and not the Contacts table.  The two fields with the data missing, are they in Contacts or Customer? - Adam

This message will display when a field name, in this case FullName, is being selected for more than one column. Refresh your browser then start the import process again. When you're on Step 2: Prepare Data, scroll across all your Column Names and ensure that the FullName field name is not being selected more than once. When you've ...

Hi Matlow99, What is your goal here? Is it simply to add two fields to the screen?  (1) You mention the screen creates a new contact but doesn't update the original, are you wanting to update or create a new contact?   (2) Method will not sync your custom fields with QB, but everything else should.  However, only the primary ...