Method Community

Hi swm023,   The best way to update the leads is to first export the customer table as well as its fields that you want to update in the format of .csv.   You will then be able to import the updated information back into that table. Its best that you export the RecordID field since it is considered the key field as well as the ...

 Editing the Tab Links has taken care of the problem. Thanks.

  What I've noticed is that as line items from a sales order are invoiced, they are somehow marked so that the next time you convert an SO to invoice, those line items wont show up in the SalesOrder_CreateInvoice screen (the popup screen you get from clicking the "Create invoice" button) However, after spending some hours ...

Yes, I've been working in the January version for the last week or so.  It's very random in terms of when records are skipped.  I've been looking for patterns, but I can't seem to find any.  I could have problems after the loop has run through a couple hundred transactions, or after I've done a couple thousand, ...

voltaire- Have you tried this on the staging site? You can get to the Staging site by clicking on "Switch to the January Version" at the bottom of the login form. (Click Here for more info on this). There was a issue that was addressed that in some cases caused records to get skipped when conditonal statements existed within a loop. ...

Hi viret56, This message that you are getting normally comes up when a user modifies the Tab Link name that the Go To Link action is looking for. I also wanted to assure you that the CRM_EditCustomer screen wasn’t deleted because you can see the name in the screen listing. Try the following steps: 1.   Customize > ...

voltaire- You are doing this through Method actions correct? As far as I know there is no limitation to to how many records can be pushed but I will test this further. What would you say is the number of records you have to process before this becomes an issue? -Michael

Customer table.  I'm trying to do a mas update to my leads. I also want to do the same for opportunities.

Hi swm023, I wanted to confirm a few things first: Are you trying to import into the Contacts table or the Customer table?   I need to confirm which table you are trying to import into first. 

Hi swm023, I have a few questions for you: 1.     Are you using the original “Staff” role that came with Method? 2.     Did you create the “Staff” role yourself? 3.     If you created a new role, did you associate its parent role to one that doesn’t ...