Method Community

Hello Marcelo11756, I am glad that your issue is resolved. Have a great day! -Inder

Hello Shaber53, Did you get any errors while importing the file in to Method? I tried to reproduce it on my account, I created two fields in my Customer Table and then I imported data in those field based on Update existing records by matching the key fields  in Set option and selected Name as a Key field and then Click ...

Hello StWilson3, Here's my answer. Firstly, yes Method can handle that much amount of information without any issues. But in terms of Importing I would highly recommend to start importing in a small batches in order to make sure importing is smooth. Here are few tips that I would like to share with you. - Try importing 3000 ...

Hello Marcelo11756, I tried to reproduce it on my account by going to ListBuilder -> Click on Fill List with Contacts -> Click on Insert Contacts it takes me to the Step 2:Edit your List and it is working fine without any error. Is there's something different you are trying? -Inder

Hello Marcelo11756, Here's my answer. The Listbuilder takes fields from the Contacts table and inserts values into the fields that match in the Listbuilder table.  You can add fields to the Contacts table, then add a field of the same name to the Listbuilder table. Then when you insert, the matching field will populate in ...

Hello Marcello11756, What kind of error did you receive while trying to fill the list with contacts? Can you provide me with the screenshot for the same? Also, if you can provide me more detail on what you were trying to do that would be really helpful. -Inder

Hello Shaber53, Can you please confirm, what kind of fields you added in the Customer table? Were they dropdown fields or other field types? Did you add those fields on the Screen?  If you can provide me that information. Did you import the data in those two fields with with Correct Field names.? You can have a look at the video ...

Hello Retrotel, If you can provide more information about what are you trying to achieve and which fileds you want to update and which table you are working. If you can expalin me your scenario, I can definitely try to help you achieve it. -Inder

Hello Robert, Here's my answer. Right now we do not have any email notification system which notifies you when sync is stopped. But you can always check in Method under Quickbooks tab> synchronize to see the ststus of your  last sync. Hope this helps. -Inder

Hello Robert, You need to customize your screen in order to have an attachment field. Currently the only way to attach a file to an outgoing email in Method is to create a screen based off the Document Library table, and even then it's a little tricky. There's no way to implement this on any screen that allows you to send email by ...