Search results by user ID 5589

Re: Error Issue When Adding Contacts To Customer

MLDV — Mon, 25 Jun 2012 19:55:51 GMT

It is only happening for the Lead I am working on - I just tried it with other Leads and the Parent Company info is there. When I open the pop-up for this particular Lead, the Parent Company displays for about a second and then disappears.

Re: Error Issue When Adding Contacts To Customer

MLDV — Fri, 22 Jun 2012 16:33:17 GMT

I am having the same exact issue - I am not using a custom screen and I am accessing the Add/Edit Contact popup by opening my Lead, then going to Contacts and Add Contacts...

Partial Payments

MLDV — Tue, 08 May 2012 19:09:56 GMT

I am working on getting invoices and down payments into Method. I have added the Invoice, Received a Partial Payment, and applied it to the Invoice. In the customer's balance in Transactions, it shows what they owe, which is great. When I go back to Opportunity>Invoices, the balance remaining does not reflect the partial payment. What am I doing wrong?

Importing Leads

MLDV — Wed, 25 Apr 2012 21:10:10 GMT

I recently imported an Excel spreadsheet full of both customers and leads. I didn't realize I should have been importing them seperately in order to keep the leads out of QuickBooks. I manually deleted all of the leads. When I tried to reimport them as Customer Leads, I get an error telling me that the lead could not be created and transferred to QB because they already exist in QB. The problem is, I deleted them from QB since they aren't customers, and I have tried to locate them in every way I can to see if there is info lingering, but there isn't. Another problem is, why is Method trying to transfer them to QB if they are just leads and not customers?

The info I read about Method is that there should be an 'Is Lead Status Only' button, which I haven't found; so now I am trying to import as Customer Leads (which I hope is the right thing to do).