Search results by user ID 5409

customizing the customer/lead screen

CatWineUSA — Sat, 28 Jan 2012 15:09:42 GMT

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 to move the following:

Sales Tax Code to the main screen of both

"Notes" to the additional info screen (table?) of the customer screen .

I can't find "notes" on the mobile version and want to have access to it there somewhere.

I could afford to lose fax, pager, other, Middle Initial and Mr/Ms if necessary from both screens if that helps.

Lastly, is there a way to make the phone number "active" on the mobile screen?

Thanks.

Re: Error message upon import attempt

CatWineUSA — Tue, 08 Nov 2011 23:53:01 GMT

Thanks. Good point and will do.

I may need your email address to send you the entire file at some point.

Tom

Re: Error message upon import attempt

CatWineUSA — Tue, 08 Nov 2011 22:09:07 GMT

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

Re: Error message upon import attempt

CatWineUSA — Tue, 08 Nov 2011 15:49:39 GMT

Thanks. I checked the box under "activate". Is that all I have to do?

Do you also need the spreadsheet?

Tom

Re: Error message upon import attempt

CatWineUSA — Mon, 07 Nov 2011 22:33:27 GMT

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 menu >> Prepare Data >> Validation >> Fixing Errors

You had following errors. Please fix them and continue.

Vertical Horizontal

Update existing records by matching the key fields

Record	Error Message	Import?
2	Error:The array of insertion fields you have provided contains a field name more than once. Please make sure each MethodAPIInsert call contains a unique value for each item in the arrInsertFieldsArray array.	Do Not Import Import
3	Error:The array of insertion fields you have provided contains a field name more than once. Please make sure each MethodAPIInsert call contains a unique value for each item in the arrInsertFieldsArray array.	Do Not Import Import
4	Error:The array of insertion fields you have provided contains a field name more than once. Please make sure each MethodAPIInsert call contains a unique value for each item in the arrInsertFieldsArray array.	Do Not Import Import
5	Error:The array of insertion fields you have provided contains a field name more than once. Please make sure each MethodAPIInsert call contains a unique value for each item in the arrInsertFieldsArray array.	Do Not Import Import

Re: Error message upon import attempt

CatWineUSA — Mon, 07 Nov 2011 17:48:18 GMT

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 larger file.

Re: Error message upon import attempt

CatWineUSA — Mon, 07 Nov 2011 16:08:46 GMT

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.

Re: Error message upon import attempt

CatWineUSA — Sun, 06 Nov 2011 15:41:54 GMT

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 data looks like. Hopefully it helps you.

Company Name	First Name	Last Name	Name	BillAddressAddr1	BillAddressCity	BillAddressState	BillAddressPostalCode	Phone	LocationVolume	IsLeadStatusOnly
2 Stop Beverage Shop	Manuel	Rodriguez	Manuel Rodriquez	37565 Colorado Ave	Avon	OH	44011	(440) 934-6141	$646,000	TRUE
102 Bottles-Beer On The Wall	Justin	Clemens	JustinClemens	115 N Willow St	Kent	OH	44240	(330) 677-9444	$1,938,000	TRUE
128 Liquors Inc	Adam	Crawford	Adam Crawford	9110 Louisville Rd	Salvisa	KY	40372	(502) 839-9547	$1,292,000	TRUE
Taste Of Wine	Bonnie	Nolan	Bonnie Nolan	90 S Main St	Miamisburg	OH	45342	(937) 247-1120	$1,615,000	TRUE

Tom

Error message upon import attempt

CatWineUSA — Fri, 04 Nov 2011 15:51:57 GMT

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 fields you have provided contains a field name more than once. Please make sure each MethodAPInsert call contains a unique value for each item in the arrinsertFieldsArray array.