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Hello Katie, Thanks for reaching out. Any Contact inserted into Contacts table should have an Entity (Customer/Vendor/CustomerLead) associated with it. If you have not inserted an Entity already, please insert an Entity into Customer or Vendor table. Use the Name of that Entity when you insert Contacts into the Contacts table. ...

The following updates are now live for users of Method New Features / Updates Web Report Designer Beta is now available on all accounts. (PL-24148) Insert action improved to support duplicating records. (PL-24148) Insert action improved to support inserting recurrences. (PL-24148) New session variable that returns users' IP address. ...

Hello, I've created a Web Service Call which sucessfully returns some info in JSON format. I am using the Caracter Function: Find in JSON to retrieve a value from it, however it keeps coming up blank. The documentation doen not show any examples. What am I doing wrong? This is the ...

I'm using the PHP example at https://www.method.me/wp-content/uploads/2018/12/MethodAPISample_PHP_V1.zip but am getting errors. For many of the fields I get a kick back from the API saying the field doesn't support "Add". I was able to resolve this by removing all fields and values with the exception of the ...

Occasionally when I'm trying to insert a record into one of my tables, I'll get an error like this: Not all required fields are present. Required field MyFieldRef is not passed for the table MyTable However, I'm passing the same value to this call as to all of the OTHER calls where they succeed. Unfortunately, I haven't been able ...

I hvae a MethodAPISelect_DataSetV2 call to extract all data from the Contacts table to sync with an external system. I'm currently pulling 18 fields (including some custom ones). However, it's not returning all records. If I remove a field, it returns all data. Does this function have some kind of limitation on the amount of data it ...

Hello, Thanks for the feedback over chat. Hope everything is resolved on your end. Going forward, our Method Support team should be able to help you with API related issues and if necessary create a case for the dev team as well.

Hello, Thanks for reaching out. We have verified and confirmed that there are no issues with our API currently. As discussed over chat someone from Method will be reaching out tomorrow in the morning.

Just started getting errors with the API. Reached out to support and they suggested posting a message in this public forum. (Ridiculous). MethodCRM, IS YOUR API DOWN RIGHT NOW?

Hi, Here is the issue: 1. I have a calculated value, and store in a shared result "SO_NO" 2. get this shared result "SO_NO" to an action result "ACTION_SO_NO" 3. insert a new record to a Table (Sales Order) with "ACTION_SO_NO" as the refNum The problem is, refNum of Sales Order table is sometimes ...