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  • Re: Remove multiple customer/contact records

    Let me provide some more details...I exported from Method the 'Contacts' table and someone went through and updated the 'Entity' and 'EntityRecordID' fields to "group" contacts that share the same shipping address (aka same customer).  Now I would like to import the updated contact records but I'm not ...
    Posted to Method:Classic General Q&A (Forum) by roger on 08-02-2011
  • Remove multiple customer/contact records

    Is there anyway short of deleting each contact individually to delete a group of contacts?  We imported a tremendous number of records from our previous CRM and would love to now make them "disappear" and replace them with better information.  If not, is it possible to "wipe" the entire contact table and start over?
    Posted to Method:Classic General Q&A (Forum) by roger on 08-01-2011
  • Import CRM Data

    I am working with a client to import data extracted from their current CRM (Maximizer).  The 'Import/Export' section under 'Integration Tools' appears to contain the "right" tools.  However, I have a few questions... Which Method tables contain bits of information related to CRM?  It appears obvious that ...
    Posted to Method:Classic General Q&A (Forum) by roger on 05-27-2011
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