Importing Data / QB sync + Custom Table/Fields

iLs — Fri, 15 Apr 2011 15:50:04 GMT

Hello,

I am new to Method and fairly new to CRM development. I am trying to switch our company over from Sugar CRM to Method (mainly due to the fact that Sugar does not work with QuickBooks), and have a few questions on how to get this accomplished with as littlepain as possible.

I have exported a test "table" from Sugar.

In Method, I created a custom Tab, a custom table (with custom fields) and imported a test data file from our other CRM. The import completed successfully and I can see the fields I created in the custom "Prospect Center" tab, but am unable to see any of the imported entries? What do I need to do?

If I create custom fields within a table will I still be able to sync up the fields with QB later, or do I need to use some other, already established, fields?

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Importing Data / QB sync + Custom Table/Fields