Search results by user ID 5529

qty on hand -inventory

Shane — Tue, 24 Apr 2012 20:23:36 GMT

can someone tell me how to have my sales guys (who don't have access to Method QB) see our inventory quantities on hand before they place an order?

thanks,

Lynda

Re: importing Leads question

Shane — Mon, 19 Mar 2012 18:08:28 GMT

Yes, all of that I have done. My problem truly comes down to Method is uploading my Leads as a customer instead of lead. I think it's because of my question of:

Why is it when I'm importing my file with THE necessary field of EntityType (and all records show Customer Lead), Method doesn't recognize this field upon import?

To try to rectify, I choose the option "use an existing field" - in that drop down box, there is NO EntityType field for me to choose???

Shane

Re: importing Leads question

Shane — Mon, 19 Mar 2012 16:44:40 GMT

Yes, I had that box checked! Thanks so much!

Now, as per your advice earlier, my file includes EntityType as a field and Method doesn't recognize it as one of its fields. I'm confused because it seems this field must be included so as to not turn my leads into customers on the import......

Shane

importing Leads question

Shane — Mon, 19 Mar 2012 15:28:17 GMT

Good Morning Paul,

I’m now trying to upload my “test” leads. However, I get this error - Error:We couldn't update current record because we couldn't find a single unique parameter that will match your update criteria.

Since these are leads, there’s no RecordID – it seems Method wants a RecordID but these are completely new – they don’t have an ID yet. Please see if you can help me.

Thanks!

Shane

Re: help with this error, please

Shane — Tue, 13 Mar 2012 21:55:14 GMT

Thanks for those tips! This has been the best day of help I've received - much accomplished! Thanks!

Re: help with this error, please

Shane — Tue, 13 Mar 2012 20:37:40 GMT

Thanks!

Shane

Re: help with this error, please

Shane — Tue, 13 Mar 2012 17:19:53 GMT

This is excellent information! - I am actually talking about two different things I'm doing.

1) cleaning up customers

2) adding 8,000 customer leads...

more later---

oh, I have lost my QB dashboard - I don't know how to get the Method one back on by QB tab... you've been so helpful!

Thanks,

Shane

Re: help with this error, please

Shane — Tue, 13 Mar 2012 16:06:43 GMT

aslo, can I export my Customer list, make tons of corrections and then upload it back to Method? Mainly what I'm correcting is address fields - when we put them in, we used the wrong fields and now I have to correct 500 customers.

Thanks,

Shane

Re: help with this error, please

Shane — Tue, 13 Mar 2012 16:04:37 GMT

I know what you mean by RecordId column as I've seen it as a field to choose. Do I assign a number to all of my contacts and use that as a record ID?

Shane

Thanks - and this is helping!

Re: help with this error, please

Shane — Tue, 13 Mar 2012 14:49:03 GMT

I am using the import function. I am using importing to a Contacts table. I have tried the copy/paste funtion and also uploading a csv file and get errors eitiher way.

the only time the import function has worked for me was when I used a Customer table but I definitely do not want to upload to a Customer table - just a contacts table.

Shane