Search results by user ID 4670

Re: Export/Import function

l.fischer — Mon, 15 Nov 2010 19:46:59 GMT

Paul,

When I was working on this on Friday, after hitting the import data button, the screen would refresh itself, and nothing more would happen. But today, on a different computer, it worked exactly as you described, I got to the validation screen, then to the import screen, and all the records were updated. Voila!

Thanks for all of your help.

Laura

Re: Export/Import function

l.fischer — Fri, 12 Nov 2010 22:29:49 GMT

When I choose the file to import and click the import data button, nothing happens.

Re: Export/Import function

l.fischer — Fri, 12 Nov 2010 22:26:55 GMT

All I'm seeing is:

1 Choose to import or export

2. Pick a table

3 Choose File to import

4 click 'import data'

Also, can you tell me if the RecordID is a column header in addition to the Entity?

Re: Export/Import function

l.fischer — Fri, 12 Nov 2010 22:10:32 GMT

Paul,

I am trying to do this. But on the Import data screen, item # 2 says to "Pick a Table." I'm in Customize/Integration Tools/Import/Export Menu.

I don't see "2. Set Options". Set "Update existing records by matching the key fields" to be checked" anywhere.

Can you tell me where to find this?

Thanks,

Laura

Re: My Calendar Screen Will Not Show

l.fischer — Thu, 04 Nov 2010 19:58:46 GMT

Denis,

I left you a vm and sent an email as well. Before trying to delete and reinstall Field Services, will you confirm that none of our customizations (forms, etc) will be affected?

Thanks,

Laura

My Calendar Screen Will Not Show

l.fischer — Thu, 04 Nov 2010 17:36:50 GMT

Hello Team,

We have a client with a live Method account (full blown) using Field Services. When we go to the Field Services Center and click on My Calendar, the existing customers screen appears.

When we go to Customize/Screens and look for the FS calendar the screen name appears as FieldService_Calendar@$#. We clicked 'view', and the existing customers screen appeared briefly before switching over to the calendar screen. After logging out and back in, refreshing, etc,. the problem still exists.

Please note, we did NOT alter nor copy this screen in any way.

Can someone please advise where the @$# came from at the end of the screen name and how we can fix this?

Thank you.

Laura

Re: Entering Inventory Items into Method

l.fischer — Thu, 28 Oct 2010 14:34:18 GMT

Denis, thank you. I thought it was a simple enough question, but was unable to find the answer anywhere in the User Guides or in the Forums.

Thanks for the reply!

Entering Inventory Items into Method

l.fischer — Tue, 26 Oct 2010 21:21:50 GMT

Hi Team,

Can you enter inventory items directly into Method, or do they have to be uploaded into the table? Our client does not want anyone to have access to their QB file, so entering items through QB is not possible.

If they can be entered directly (without going through purchase orders) can someone tell me how?

Thanks!

Re: Uploading 'Alternate' Contacts into the Contact Table

l.fischer — Tue, 26 Oct 2010 17:10:12 GMT

I figured it out. My header in Excel is Entity, and the column is populated with the Customer Name.

Re: Uploading 'Alternate' Contacts into the Contact Table

l.fischer — Tue, 26 Oct 2010 16:02:18 GMT

Paul,

I am trying to add multiple contacts to a single customer. Can you please be more specific on how to link the new contacts to existing customers? I successfully imported a contact, but it is not linked to the customer.