Method Community

Hi Dominic Riccetti, You cannot run actions in the API. So if actions are being used to populate something like an action result in the UI, and then that action result is used in the send email action, you cannot do that via the API. The MethodAPIActionSendMail function takes in the parameters specified and sends an email. However the ...

Hello, thank you for the reply, I assume then I can do every action from the MethodAPIActionSendMail that we can in the UI to mock the users action? Thanks, Dominic

Hi there, My suggestion is to have them log in as Method users. This would provide you with more off the shelf features, more robust and flexible options in the future. As you start to ad your Method users to your account (Customize>>>Users) you can set up the sharing between them in step 6 of the wizard when you edit each user. We ...

I guess what I"m looking for is to be told what would work best for us.  We're brand new to Method, you see.   In Quickbooks, we have, oh, around 8 or so customers, each with 1 to 1000 jobs.  Quickbooks deals with this correctly; Method does not seem to.  It sees 3000+ individual customers, which happen to have the ...

Hi Bryan, In step 8 of setting up a user, you can grant/allow access to tables for the user. Then they can only see the data in the allowed tables   Dave

Hi LaCrews, That is correct, whatever tables you allow in step 8 of setting up a user are the tables they can interact with via the API. Dave

Hi Dominic Riccetti, No you cannot. I will put a suggestion in with the dev team, about adding this to a future release of the API Dave

Hello, I have a customer whom has a very extensive email action.  I have no doubt we can recreate this, but my question is can’t we just call the custom action from the MethodAPI?   Thanks,   Dominic  

If a user's settings allow access to API calls but is set for limited access to certain tables, using an api call with this user's credentials, will the table limitations be enforced?

Hi there, Before we direct you to using the portals, I have to ask if these users will be doing anything else other than creating leads and viewing them once in a while? If so, maybe it is best that we consider allowing them to log in as Method users rather than portal users. There are two main reasons for this. It may be easier to just take ...