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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. 

Hi GroGreen, The API should be taking the Name field provided in the code and generating the FullName. Can you please pass the code that you used to pass to Method originally and the account that this is in so that we can have a look? Best, Jim

Hey all,  Using arrowplane's code from here: https://gist.github.com/relish27/67432c710f4b4904ca6f Everything works ok, however the FullName field is not being generated. It is my understanding that FullName is generated by Method. If I try to add FullName to the insert I get the response: 'The field FullName does not support ...

I have the gmail gadget installed. When I open an email it says to "Sign into Method CRM". I click the link, choose my gmail account, but then nothing happens and it is still saying "Sign into Method CRM". I have tried signing out of both Method & Gmail and then signing into Method using the Google sign in option and then ...

Hey there, Thanks for the info. I'm going down this path now as we're moving from Joomla to WordPress. Do the nusoap files get installed to the function.php directory? Does your code detect the gravity form submission or is there something I would need to put into the form? Thanks for the help with this!! 

Hello Frank,  Thank you for question. While keeping in mind that Method:Donor has not been completely vetted vetted for users outside the United States, it seems like you are looking to do the following below:  1. Create a report  2. Report must be able to provide list of donors, and the total amounts they have ...

I have happily used the contacts app to hold our customers/contacts/donors. I have set up some tags that work fine and I can select the donors for various attributes. I then tried to create a selection of ‘donor, amount donated, by date, and a tag. Well I expect you know, I can’t bring in the amount donated and ...