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Forgive me, but I'm doing this for the first time.  I want to make some changes to the customer (and lead) screen and mobile customer screen.  Specifically, I want to add the following fields:  Best Selling or Pour Wines (drop down) Other Wines (drop down) Store Hours Primary Contact Hours Key Staff Names I'd also like ...

Thanks.  Good point and will do. I may need your email address to send you the entire file at some point. Tom

Michael -  Thanks, it worked.  Was there something I was doing wrong? We may need your help again for the full list.  Wayne and I have plans to purge Method of all customers and leads are re-populate it due to a problem with Quickbooks. Tom

Thanks.  I checked the box under "activate".  Is that all I have to do? Do you also need the spreadsheet?   Tom

No luck - same message.  Very strange and starting to become really frustrating.  I appreciate your help, and really want this to work, but I can't afford to keep spinning my wheels - too much to do.    Here's what my screen looks like -  Integration Tools menu >> Import / Export ...

There's nothing different to my knowledge about this csv file. How do you import from the clipboard? If it works, do you see any issue doing so with a much larger file (1000 entries instead of 4)?  I ask because this is simply a test to make sure I have the file set up properly.  It if does, I need to import the same data from the ...

I thought that was a pretty good idea, but unfortunately it didn't work.  I changed all three columns in which "name" was a separate word, and don't see any other similar conflicts.  

That was my first guess - that I'd missed something in that respect - but no, there are no duplicate columns.  I got your second point as well regarding blank columns, and dropped the "website" column for that reason as none of the four I was testing had websites, but the results were still the same.  Here's what the ...

When trying to import from a csv file into the customer table, my data was validated, but I got this error message:  I've added two fields - Website and LocationVolume, but can see no duplications as seems to be indicated in the error message.  Suggestions? Error:  The array of insertion ...