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Pleasee help with import/export/delete

Last post 04-04-2013 8:06 AM by Method_Adam. 4 replies.
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  • 04-02-2013 1:40 PM

    Pleasee help with import/export/delete

    Hello Team,

     

    Can you reset my account?

    1. Because there’re records impossible to delete.

    When you delete it, it shows that it is deleted but anyway the data is stored somewhere.

    For example when you are exporting the customer lead grid out you can see the full list of records (that was actually deleted)

    1. And when I import the Customer lead back, it imports in both screens, leads and customers.
    2. The new fields that I have created for Leads  and Customer screens are not displaying in the screen. But the data is transferred and when you go editing lead you can see them presence.

     

    Help me reset just down to zero.

    I don’t want any of my data is stored somewhere after deletion.

     

    Thanks beforehand

  • 04-02-2013 3:01 PM In reply to

    Re: Pleasee help with import/export/delete

    Answer

    Hi,

    The reason some records are not fully deleted right away is that Quickbooks is the master record so to speak.  Since its the master record, we need to check with the Quickbooks file before deletion to ensure there isn't any sort of data incompatibility.

    We can certainly reset your account if you wish.  By doing this, all data, users and customized screens will be gone.  You Method account will be fresh, as if you just signed up.  If you wish to proceed with this, you can email me your Method account and I can put a ticket in to reset your account.

    - Adam


    Adam Lyons
    Manager of Support
    Method Integration
    a.lyons@method.me
  • 04-03-2013 1:56 PM In reply to

    Re: Pleasee help with import/export/delete

    Yes, I agree with data loss.

    Please reset my account...

    I've sent account details via email.

  • 04-03-2013 2:25 PM In reply to

    Re: Pleasee help with import/export/delete

    I've put the request in.  I'll update you here when its done.

    - Adam

    Adam Lyons
    Manager of Support
    Method Integration
    a.lyons@method.me
  • 04-04-2013 8:06 AM In reply to

    Re: Pleasee help with import/export/delete

    Answer

    The account reset is done.

    - Adam

    Adam Lyons
    Manager of Support
    Method Integration
    a.lyons@method.me
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