Method Community

Palmer, If you are trying to add info to an existing record in the Customer table, you're going to want to use the UpdateAPI call. The InsertAPI call is for adding a new record. If all you need to do is update existing records in the customer table I have an Excel spreadsheet that should do the trick for you. You can email me at ...

Dave - The API call works as it is intended. The URL you provided in your email needs to be HTML decoded.  So where you see "&" in the URL, you need to do an Server.HTMLdecode to convert it to "&".  This is pretty standard if you are receiving and sending data via XML. Please note, however, ...

 We are trying to use the API "MethodAPIGetScreenURLV2" to open a Method screen.   It is not working well for us.  It opens to the Method/Build ASsembly screen we asked for, but all the fields are blank, with no dropdown for selection.   Questions: 1. Is this API fully functional, and IOTW may not be using ...

 

I agree! The new document feature is pretty slick. The third-party portal is simply a group of screens under one Method tab for your portal. You can easily customize those screens to include a button that will perform document upload / attachment functions. The HTML code should be generated for you. The current third-party portal screens were ...

Greg, Can you please let me know if this is still an issue for you?

After a long winter in hibernation, Method is finally back on the road again this May, and I’m very excited about it!  Method will be appearing at two conferences in the month of May, with our first stop in Houston, Texas on May 12th for the Houston User’s Conference. The Houston User’s Conference will be held at the Crowne ...

Glad to hear you are developing for iPhone. I finally picked one up yesterday at an Apple store, and the process was very groovy. Walk in get checked in by a rep with an iPad. A sales rep meets me, brings my new iPhone and completes the whole process in 3 minutes, credit card swipe(on the iPhone no less), entering and checking customer info, ...

Hi, Love the document management feature added to Method.  I'm using it with documents associated with cases I'm working on for clients.  However, currently, when clients use the third-party customer portal on my website, they cannot add a document (like a screen shot or other document) when they ask a question.  Do I need ...

 The Beta looks nice.  I gave it a try and it had a file not found sort of error on the upload.  I need know what are the key fields that I need to use with the INSERT API  to add Alternate Contacts to existing QB Customers. Thanks, Palmer