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  • Re: Using API with Multi-Tenancy

    Depends on the table. Which table is it?
    Posted to Method:API Q&A (Forum) by Method_Paul on 10-15-2012
  • Re: Using API with Multi-Tenancy

    I was able to insert records into the Campaign table, but when I use the same exact code and only change the table and the field/value arrays parameters, I get the following response: <?xml version="1.0" encoding="windows-1252" ?><MethodAPI response = "The field TenantID does not support add." ...
    Posted to Method:API Q&A (Forum) by Matt on 10-15-2012
  • Re: Email template From field

    [quote user="jpfiester"]Any help?[/quote] Hi January, Let me check a few things from you... From the Home tab click Email Templates then click select on CRM_ActivityAssignedToUser.  Type in the From email you'd like this to come from - notifications@mydomain.com then click save.  Next click select on any other ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 10-15-2012
  • Re: Using API with Multi-Tenancy

    You make a good point! I didn't see anywhere in CreateMethodUserV2 that would allow me to set which franchisee a new user is associated with. Am I just missing it? Or is it something that could be added?
    Posted to Method:API Q&A (Forum) by Matt on 10-15-2012
  • automate activites

    I am looking for a way that once a account manager emails a client a shipping notification that it could automatically set off a series of time delayed reminders for the account manager for follow ups. Is this possible to do with activities tab or will I have to set up the automation under the email button itself through a long series of actions ...
    Posted to Method:Classic General Q&A (Forum) by NeilRick on 10-15-2012
  • Information naming.

    Is there information anywhere that can tell me how information from quickbooks is named/stored so that when trying to do actions I know where to pull the information from? I guess I am really just asking if there is a guide or webinar on how things are named/stored when they sync with quickbooks. Thank you!
    Posted to Method:Classic General Q&A (Forum) by NeilRick on 10-15-2012
  • Re: Payroll User Error / Method Config

    Updating this thread... Accounting just received this error again. Apparently this issue still causes problems about once a month. We cut paychecks weekly (Monday mornings), so that's about a 1 in 4 chance of this error still causing problems. To get actual work done, the person usually goes into the System Tray, right-click on Method ...
    Posted to Method:Classic General Q&A (Forum) by Blake C on 10-15-2012
  • Re: Using API with Multi-Tenancy

    Nope. If that wasn't already working like that we'd have some big issues!! Paul
    Posted to Method:API Q&A (Forum) by Method_Paul on 10-15-2012
  • Re: Using API with Multi-Tenancy

    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? 
    Posted to Method:API Q&A (Forum) by Matt on 10-15-2012
  • Re: Shared Documents default

    @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". ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 10-14-2012
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