Method Community

Nope. If that wasn't already working like that we'd have some big issues!! Paul

Hey Paul, Things are good here, hope all is well with you too. I ran my code after your reply so that I could copy and paste the exact response I was getting and it was successful! Are you sure you didn't change the properties for the TenantID field? 

@MikeB - the only way to change the default filterview for that screen would be to make a copy of the screen, and change the default checkbox for the filterview so that it is "Shared".  Before you do that though, I am going to put in a ticket for our team to change this filter to "Shared" instead of "My". ...

Is it possible to set the default filter on the Documents List screen to "Shared Documents"? If so, how?

Hey Matt - hope all is with you, it's been a while! The TenantID should not be read-only. Does the user you are authenticating with have access to that Tenant? i.e. are you able to sign into Method normally to that Tenant with the user name and password/sessionid you are specifying in your request? Also, are you sure that the account you ...

What is the reccomended approach for using the API with a multi-tenancy account? For example if I want to insert a Campaign for a tenant. If I try using the tenant Company Account for the strCompanyAccount parameter I get an authentication error, which probably makes sense since the record should be added to the head-office account and have ...

Hi Chad, Perhaps my last post was misleading. The From field is still not populating with the default that I set on the Template. For example in the template, the From field is set to "notifications@mydomain.com". In an Activity when I select the template to send email, the From field is set to "user@mydomain.com", not the ...

Mike- The issue is not the Entity Type, but the fact that you can't assign a Sales Rep to an employee the way you assign a Sales Rep to a customer. Employees, Customer sand Vendors are all stored in the Entity table (The Customer, Employee and Vendor tables are views or subsets of the Entity table) and if you take a look at the Entity ...

Actually, this particur rep has a Sales Rep Type of "Employee" (I'm not sure why - I didn't set it up). All other sales reps have an employee type of "Other Name" Is this a problem?

Hi Viret56- I will relay this suggestion to our Dev Team.   I am not sure when or if this will be something that get implemented but I will put a link to this forum post in the ticket so that we update you if this comes to life. -Michael