Method Community

Perfect explanation Danny.   Thank you very much.   I did take a look at the code in the macro.  It is looking for the headers as the variables and the fields below the headers as the data until it reaches an empty field.  I still need to identify how it maps to the fields in the Opportunity Pipeline, or if the import ...

FYI to everyone.    THE API DOCUMENT IS NOT AN INSTRUCTION SHEET.   IT IS THE ACTUAL IMPORT DATASHEET. THE BUTTON ON THE FIRST PAGE IS THE ACTUAL VB THAT WORKS WITH MS WEB TOOLS TO EXPORT THE DATA FROM YOUR COMPUTER TO METHOD. THE LIST OF HEADERS ON PAGE 2 ARE THE DATA FIELDS YOUR DATA IS BEING MAPPED TO. STILL WAITING TO ...

Ryan,   Thanks for your response. I was never told that I needed a programmer to use Method.  Amanda emailed me and informed me that unless I was a programmer, this would be too difficult for me. The sad part is that importing leads is the foundation for any CRM.  I am paying for a CRM solution that is making me enter every lead ...

Step 3 of your spreadsheet says, "Enter the information"   Enter into what?  At first I created a new worksheet thinking that is what you wanted me to do, but now I am thinking that Webtools has some sort of GUI.   Looked for it in my list of programs (love having a MS addon on my computer without knowing what it ...

    Thanks Ryan.   I have downloaded the MS webtools (not that familiar with them so I am very tenative about using them)   I have read the spreadsheet about using the API, and I have to tell you that there is more information missing from that document than is in that document.   Your document asks me to set up ...

Do you have a PDF or other document with all of the action choices in Method and what each one does?   I have searched the User Guide and did not find any section on customization.  Do you have a seperate customization guide?  

Hi,   Having trouble finding the method for importing a list of leads into Method.  I would like the list to populate in the Opportunity Pipeline.   Please Advise.   Thanks,

Even with "all customers" it is still showing only our customers that start with numeric digits or the letter A.  There is nothing beyond that.    The last refresh date shows : Last performed 7/20/2009   When I sync now, it still stays the same, with no error messages.   In addition, no transactions for ...

The sync with Quickbooks was easy and painless, but now that I have logged in the next day, I see that only about 10% of the customers in our Quickbooks are showing up on the existing customers list (all active customers).   Any idea of why the view would be restricted or why all the customers are not showing up?  

Wow, when you edit a response in  your forum, there is no way to avoid all the tags being published with the edit.   In case you cannot decifer the last message, I was just confirming that we could set up a "dummy" account in quickbooks that does not have any rights to access any sensitive data in quickbooks, and that will be ...