Search results by user ID 5669

Re: Data Base Questions

kvera — Sat, 21 Jul 2012 00:19:45 GMT

Okay so I did some digging around and when I go to the Customize > Table/fields > SalesRep and choose SalesRep to edit, it brings a screen that has the names of all the fields on the table Sales Rep, however the SalesRepName is underlined in blue, and when I hover over it I get the following message "Displaying fields from the FullName field on the Entity Table." This leads me to believe that the drop down that I see when trying to populate SalesRep is a display only and that is pulling from the Entity Table, is this correct? I still cannot for the life of me ADD a simple sales rep name to the salesrep drop down! I have followed everything you have suggested and still I cannot get the results I want. Do you know if this could be an issue since I am on the trial period of Method?? Thanks again for your help.

Re: Data Base Questions

kvera — Fri, 20 Jul 2012 15:46:08 GMT

This is the error I get when I go to the Sales Rep Tab under the Quickbooks drop down where you said:

Error on Save. The SalesRepName DropDown containing Tony Larson, is not a selectable value.

Additional Information

Action Sequence Order:4

Now what??

Thanks

Re: Data Base Questions

kvera — Fri, 20 Jul 2012 04:00:11 GMT

Chad, Thanks for your response...I am either extreemly tired or don't have the correct permissions on the user that was created for me, but I still cannot find where you are add the sales rep names so that they will show up in the drop down. When I go to my method account if I choose the "QuickBooks" tab the only options are Sync, Resolve Conflicts, Audit Trail, and Scheduled Reports, and if I choose the "Customize" screen and choose "Tab Groups" I am only able to change the actual settings of the "Tab Groups" and not the actual table "SalesRep." I cannot find the QuickBooks Tab Group Lists that will allow me to ADD a sales rep to the table/drop down. Help... Thanks

Data Base Questions

kvera — Thu, 19 Jul 2012 04:57:43 GMT

Hello everyone, I am new to Method and I am trying to customize my CRM to my company's needs. I am somewhat familiar with SQL and wanted to know if this is a SQL based database. If it is where do I add my original list of sales reps, because on my "New Leads" page the system will not allow me to add a new sales rep. from the drop down option. If this system is SQL based this means that sales reps has its own table and has key restraints that would not allow me to edit sales reps except on the Original sales rep table. I think once I figure out where the sales rep table is stored this will help me with the other drop down options and adding to those tables as well. Thanks!