Method Community

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 ...

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!

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 ...

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 ...