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Thank you very much for your reply.
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The following updates are now live for users of Method
New Features / Updates
Proposals - Added a dropdown to set the Engagement Letter Template preference. (PL-39641)
Proposals - Updated the portal screen to use a stepper instead of tabs. (PL-39631)
Accounts - Added the FullName field to the Accounts list for QBDT Accounts. ...
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Fantastic, thanks for the clarification. I really appreciate your help with tis
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Hi Dreich,
Thanks for reaching out to Method Community!
We do not offer any chrome extension but with that being said, we do have a Google Integration. We offer a Gmail sidebar that seamlessly connects with your Gmail.
Here is an article that covers this in depth.
Hope this helps!
Cheers,
Inder
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Hi dreich,
Thanks for reaching out to Method Community!
You can definitely add this to the contacts level in Method. Please see the screenshot below and look at the Email field. I have added two emails on the same contact by adding a comma in between them.
Please test it and let me know if you have any ...
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Is there a google chrom extension that could copy select data from a webpage I am on and help me create it into a lead in Method, rthaer than copying and pasting data manually?
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Is there a way to add a 2nd email address to a contact? Some of my contacts send me emails from their work email address and gmail address. I want to have both saved under his method contact, but I cannot find a field for that. Can it easily be created?
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Jamie -
Escaping with a redundant quote will do the trick in escaping the url parameter: (i.e. Magnolia''s not Magnolia's)
https://rest.method.me/api/v1/tables/Entity?filter=Name eq 'Magnolia''s%20Best%20Storage'
Paul
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"Ok I think the problem I was running into was that I was hitting the Contact end point, and nothing was happening. But I hit the customer end point and it will make the entity, and the contact at the same time?"
-Yes. This is correct.
-Worth pointing out though, that you may still need to use the Contact end point to ...
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