Method Community

Hi scottaskinosie,

I was able to import this field without error. I tested blanking out this field for the series record and the only noticeable change was that when I selected the series, the Recurring checkbox was not checked by default. Checking the box resulted in the recurring info populating as expected.

If you want to shoot me an email with your company account name and the activity number of an activity series record that’s throwing this error, I’ll take a quick peek. Just make sure you’ve activated the MethodSupport user under Customize > Users.

I’ll see what I can find, but I can’t dig very deep into this. You may be at a point where reaching out to a Method partner is your best option.

-Audisho

Thank you Audisho,! I am still getting the error that it exceeds 8000 charatcters when I try and import but when I check the recurrent activity box I am able to get it to populate so that is fine.

The next issue is that I cannot get the activities to add the contact and company information. When I click on the ... next to contact in an activity it brings up the search box but when I click on "select" beside the correct contact the wheel spins for a minute and then nothing happens, the contact is not inserted:(

I appreciate your help with this and all issues. In regard to contacting a method partner I unfortunately cannot justify that. Before we switched from QB desktop to QB online our account rep said it would be an easy transition and then you yourself in a previous thread said that the migration could be done by simply following the directions in the help section of the website which clearly has not been the case.

I completely understand that you may be reaching the limitations of the help that you can offer our company with migration. If we were asking for soemthing like bulding a custom site or something outlandish I would be happy paying an outside partner. If it comes down to it I would be more than happy to speak with your superviser or another mangager at Method about our experience with trying to migrate our data and what we have left to accomplish.

Thank you again as alwayds for your help,

Sorry, I wanted to clarify that my experience with you has been very good and more than helpful, What I meant in my previous post in regard to speaking with a supervisor is as far as how much work it has been to facilitate the movement of our activities. I didn't want you to think that I am anything less than grateful for all of your help! You have been SUPER helpful and easy to work with and I truly appreciate your attention and assistance in this frustrating endeavor.

Hi scottaskinosie,

Don’t sweat it! I’m happy to help where I can, but if it ever gets to a point where I can’t replicate the issue in order to provide you with a solution, that’s where you would need to speak with a consultant.

I’m glad to hear checking the Recurring box resolved the previous issue and we can move on. It looks like you actually stumbled upon a bug here. Even when creating a new activity, I’m not able to get the contact to populate using the popup window that’s displayed when selecting the ellipsis (…) button.

You should be able to locate the contact by beginning to type the contact name or company name into the dropdown field. A list of matching records will be displayed below for you to select. Is this not working for you?

-Audisho

Thank you Audisho! You are the man!!!

That works just fine, I think I may be good to go now on the activitiy import. Thank you again for your diligence and support!!!!

Hi scottaskinosie,

It was my pleasure. I’m very happy that this worked out for you!

-Audisho

I'm sorry to reply to such an old thread, but I am attempting to do the same thing and am experiencing a different issue. I am "ActivityCompanyName" column. It defaults to "Do not import" and when I select "to existing field", ActivityCompanyName is not a choice in the dropdown menu. I've confirmed that the field is in the table in the new account.

Can you help me understand what's going on and fix it?

Thanks

Hi Sam,

The ActivityCompanyName field is actually auto-populated from within Method, based on the Entity's Company name for the contact the activity is for. This field is used by some back-end logic, and is not typically intended to be seen on-screen within the stock apps (not that there would be any problem with you adding it yourself).

To test, try importing a single activity for an exsiting entity. Assuming the import goes correctly, go ahead and export and take a look at your previously imported activity and you'll see this field has been filled in for you!.

Hopefully this clears things up.

Thanks Sam.

-Ben