Method Community

Hello Colin, Creating new contacts with the same Tag name works fine on our end and I dont see any duplicates being created. Also, just curious as to where you are seeing these duplicates? Is it possible that there is an extra space added somewhere in one of these "New Lead" tags? 

This helped out immensely. Everything is working after looking up the Entity_RecordID after creating  the contact and then crossreferncing the original contactID with the Entity_RecordID and using that number to update the listing in the Contacts table. However... It seems that every time I create a contact now using the API, it ...

The following updates are now live for users of Method. New Features Updated the Calendar control, introducing a hover feature (PL-16734) Preferences for Outlook Email Gadget are now open and exposed making it easy to find them (PL-16783) For QuickBooks users that have Multi-currency activated, and use PayPal as a payment gateway, currency ...

Hello Colin, In order to add taglist, you have to call Update API on the Contacts table rather than the Customer table. Taglist sits on the Contacts table and so in order to add taglist for your Leads insert the Lead into the Customer table successfully first, retrieve the contact of that Lead you just ...

This was helpful, as I hadn't been using the Update API before this.  I've successfully gotten the UpdateAPI to update fields such as Telephone and Name at this point, but if I try and update the "TagList" field with a value of "NewTag", no tags are set and I can't view them on my contacts page.  This is ...

Hello Colin, There is no need for a comma to be surrounded in NewTag. Also just to make sure that we are on the same page with regards to inserting tags, is your work flow same as below? If not, the below should solve it. 1. Use MethodAPIInsertV2 to Insert Customer Lead into the Customer table 2. Retrieve ...

Hi,  I've been building a custom form for adding customers to Method, and I'm trying to get tags to be set with the new lead.  So far, I've went in to the edit contact page in Method and added a new tag, in this case, "NewTag". Then, in my array of fields being sent to method, I include 'TagList' with the ...

If a special email account were created for support cases only, so that every incoming email should trigger a Method Case, could some VBA in Outlook be written that would automate clicking the 'Add to Method" button in the add-on?  

The following updates are now live for users of Method. Bug Fixes Fixed an issue with calculating the tax on transaction screens for QBDT accounts (PL-10909) Added functionality on the Payment Portal to force payments to sync if they are set to Wait For Sync Approval (PL-16301) Made Subtotal and Sales Tax read only in the Donations ...

Hi Spencer, Sorry for the inconvenience! The operators on the Classic side are indeed only showing '=' or '<>' for me as well.  I would actually recommend you use the update fields in table action to only update one record per pass - and to 'mass update' records by throwing this action within a ...