You searched for the word(s): tables
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I guess I dont under stand it. I have read he mail merge link and it sound like all i have to do it put in customer.FirstName, Customer.Ballance and it should pull the info from the correct tables.
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I am trying to determine if the "Location" field in QBO is available in Method. I have looked on screens and in tables to no avail. Can you tell me the best way to determine this for this situation and for other fields in the future? Thank you in advance.
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The following updates are now live for users of Method
Fixes
Calendar - Fixed an issue where a formula used for the Event Title also displayed for the Event Description. (PL-56585)
Tables & Fields - Fixed an issue where Yes/No fields on the Customer table weren’t appearing in the UI. (PL-57098)
Regards,
John
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Hi Shane,
No what you're looking for can't be done, reason being those two screens (QuickBooks_Invoice and CRM_EditCustomer) are based off of different tables; the Invoice table and the Customer table.
- Ashur
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Shawn-
This should now be resolved what i did was regenerate the table for Vendor and Opportunity (This is done by clicking Edit Fields… for those tables and then Finished Editing Fields.
-Michael
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Ok, Then as I understand as per your documentation, I have to pass the table name as a suffix for your endpoint.
[POST] /api/v1/tables/{tableName} into your endpoint.
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I'm trying to build an automation through Zapier to change an opportunity stage when I mark a meeting in Calendly as a no-show. The zap first finds the contact record ID, then I need to find the associated opportunity through the API (since Find Opportunity is not an out of the box function ). I keep getting an API error: ...
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"I'm using Azure Data Factory to fetch records. How do I ensure each request retrieves distinct (unique) records? For example, if I have 201 records in SalesOrderLine and want to get all data using an API call without duplicating records each time, how can I ensure it returns the latest data with each ...
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Starting last week an API request we have used for a couple of years to return sales order table data (including the email address of the sales rep listed on the sales order) stopped returning the sales rep email.
Here's an example request:
https://rest.method.me/api/v1/tables/SalesOrder?skip=0&top=10&filter=LastModifiedDate ge ...
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I am trying to attach a file to a work order record in MCNationalAccountWorkOrders table. using this API I include the table name, record id, add to email, and base64 encoded pdf. See below. I am getting an error thatt the table name is not valid. The error message in the response is "errors:[Failed to read ...