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  • Re: Exporting Contacts

    At first, I thought I figured it out. But now, i realized that if i use the Contacts table, it gives me everyone in Customer and Lead. I just want all contacts that are Customers. I have either gotten all contacts in lead and customer or only the primary contact from the customer table. I dont know how to do this. 
    Posted to Method:Classic General Q&A (Forum) by ARC Scott on 08-20-2015
  • Re: Exporting Contacts

    The issue was "Show Only common tables"
    Posted to Method:Classic General Q&A (Forum) by ARC Scott on 08-18-2015
  • Exporting Contacts

    i am trying to export all contacts, but everytime i use Customize, Export, i only get the main contact. I need all contacts for each company. I tried to select contacts in step 3, but that doesnt give me the additional company contacts. Help. 
    Posted to Method:Classic General Q&A (Forum) by ARC Scott on 08-18-2015
  • Quickbooks billing info in Method

    Originally I started using Method as a CRM and while I synced it to QB, I didnt really try to utilize the functionality of the QB integration until now. Here is the problem that I am having. From a CRM perspective, we enter a new Lead with the contacts information and the company address. However, if we convert the lead to a customer, this data ...
    Posted to Method:Classic General Q&A (Forum) by ARC Scott on 09-06-2013
  • CRM_EditCustomer Field and Screen Error

    In an attempt to delete a Field that I had created, it errored out and said that I still had the Field in use on a Screen and now I can not load either the CRM_EditCustomer, Field or Screen. I get the following error. ERROR: One or more fields referenced by your actions were not found on the screen. Please make sure all actions specify a valid ...
    Posted to Method:Classic General Q&A (Forum) by ARC Scott on 05-29-2013
Page 1 of 1 (5 items)