Search results by user ID 6159

Importing Activties from a different CRM into MethodCRM

JPW — Mon, 28 Oct 2013 15:05:32 GMT

I am about to import many contact logs (The equivalent to Method Activitites) into Method and I would like to know the correct table and required fields to use.

Any help would be appreciated.

Thanks!

Jeff

Re: Deleting Multiple Customers

JPW — Mon, 28 Oct 2013 14:55:38 GMT

This worked perfectly. I have successfully deleted >5000 records and Method CRM and QBO are in perfect sync.

Thanks!

Jeff

Deleting Multiple Customers

JPW — Thu, 24 Oct 2013 18:36:30 GMT

Hi All! First time user (only 2 days into Method CRM!). I have synced Method with QBO and I have many many customers who are old and can be deleted. I found a solution in the Knowledgebase and found instructions on how to Delete a Record from Table but I cannot find any reference to an "Action Drop Down List" anywhere in Method CRM.

Is there a way to delete multiple customers from the Customer Table other than deleting one at a time?

Thanks in advance!