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How to reset table

Last post 04-01-2013 1:20 PM by Method_Jason. 2 replies.
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  • 04-01-2013 11:22 AM

    How to reset table

    Hello,

    I've got the following problem, when I'm trying to customize Customer table and delete/add fields it says that table contains some records. But actually there are no any records in my Customer/Leads tabs... How can I solve this issue. Is there any method to reset an account? or how to fix it. There are no records but some tables showing records presence in the customization screens...

  • 04-01-2013 12:13 PM In reply to

    Re: How to reset table

    Answer

    Hi Murat, 

    Method normally allows you to add/delete fields even if there are records in the table. What exactly does the error message say? It is possible that you are getting this error "This field cannot be deleted because it is used in one or more screens…". In this case the field must be deleted from all screens before you can delete it from the table. 

    Even though you aren't seeing any records on the grids in the Customers and Leads tabs there may still be records in the table. It depends on what your View Filter is set to. If you're inside the tab link  Customers>Customers and Contacts List you will see a dropdown near the top of the screen labeled Filter By View (see the screenshot below). You can change these filters with some customization if needed.

    Finally, if you want to see ALL of the records in the table, you can always export the table. To do so, click on Customize>Integration Tools and then click the link Go To Import/ExportLet me know if you need some further help!

    - Jason

    Need more help? Ask us about Method consulting services

    Jason Masina
    Community Support Specialist
    Method Integration Inc.
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: j.masina@methodintegration.com
  • 04-01-2013 1:20 PM In reply to

    Re: How to reset table

    One more thing I forgot to mention. If you need some help with the Import/Export tool, there is a great article here in our Help Center which will teach you how to use it. 

    - Jason

    Need more help? Ask us about Method consulting services

    Jason Masina
    Community Support Specialist
    Method Integration Inc.
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: j.masina@methodintegration.com
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