Method Community

In a nut shell... a case is a way to link multiple related activites. Thank you. Yes that does make a lot more sense.

 I'm just trying to get a better feel for the logic that went into setting up the CRM the way it is. Hypothetically...... If our company receives a phone call, should it be logged as a case or an activity with the type of phone call? Or both? and Why?

 I am trying to create a dropdown field in the customer table through the API. When i run the code I get the error message "An error has occurred.  An email has been sent to Method staff.  If this problem persists, please contact the Method Team at method@alocet.com." How do I find out what the actual error is so I can fix ...

 I tried updating a datetime field with the value "2009-01-20"   When I go to method to view the record it shows a value of "1/19/2009" it is always showing 1 day earlier than it should.

 I was able to reproduce this error again. Here is what I did: I created a new table I created a new field in that table (however, unbeknownst to me the field name that I tried to use is a reserved word and therefore was not able to be added. I then tried to insert records into the new table (obviously not going to work because the field ...

As far as the random fields......they are not fields from another table either. Their names are very similar to the names of some of the fields I added through the API.

Is there anything special that needs to be done when updating a dropdown field? I've tried passing both the field value and the recordID in the array and either way I get an error that says "xxx could not be found as a possible value to insert. Please check the spelling. " Any ideas? Thanks,

Paul, I Deleted all the fields nad tables I created through the API and tried it again, now I'm not having any problems. Got me?   On a related note (I think, because I didn't notice it until after using the create table and create field calls).... When I go to customize the customerlist screen, there are fields available to put ...

Thanks for adding this! Just FYI when I do the createField call I get an error that says "Failure. The API could not validate your log in.  Please make sure you have entered the correct Company Account, User and Password, and that each are spelt correctly.  Also, ensure that this User has been configured for Method API access by ...

I was just reviewing the demo from the Blog on actions. Specifically the part about sending an email when a new contact is entered. I have a few different scenarios I was curious about and unsure how to add. 1. Suppose I want the subject line of the email to be "You have a message from" and then the customer name field. How can I ...