Method Community

Thanks for this. Greg did change the setting, but leads are still not generating into Method. What else could be the issue, or what else needs to be done?  Christina

Hi Christina, With respect to Landon, we can confirm that the user is active, but is not set to have access to the API. It looks like Greg is the main admin on the account and he can do this by going into the user settings for Landon and turning API access on in Step 8 of the classic version's user settings.

Can you tell me what type of card swiper was used or recommend a type so that I can order one and try it? Thank you

Aloha, We have a website (NogginBuilders.com) that takes orders from a customer.  We then use an API to sync information from the website into Mehtod.   The Sales Receipts and their associated Sales Receipts Lines come over to Mehtod perfeclty.  The only problem is the Sales Receipts do not automatically sync to QB.  ...

I'm going to reach out to you directly.  

Hi Peter, Thanks for the reply. I tried deleting the Contact portion of the code, however FullName is still not being interted. I see FirstName, LastName and Name, but FullName is blank when looking at the customer.

I should have reviewed your code before responding.  My read of your code is that the Contact section is creating the problem and should not be executed.  When you create the Customer you are creating the first Contact for that Customer automatically.  You do not need to execute the Contact section of your code (everything ...

I haven't reviewed the code you provide but I suspect I know what is happening.  There is a bit of business logic that needs to be included to make Contacts work properly.  In short, Contacts should (must) always be associated to a Customer.  However, the API does not prevent you from creating a Contact without associating ...

The following updates are now live for users of Method. New Features Enhanced Messaging on the Contacts App to provide a better explanation of the Customer / Vendor portal (PL-3711) Added App-Ribbon support on Contacts for Bills and Purchase Orders (PL-14346) Added App-Ribbon support on Sales Transactions for Activities New look to ...

Hi Jim,  Thanks for the reply.  The code is inserting 'Name'. When I look at the contact screen Name is there but FullName is blank.  I tried modifying the code to enter both Name and FullName but it won't allow an insert of the FullName field.