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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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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?
Is that similar if I am making a new customer from an action set? Do I create a new record in the customer table instead of the contact ...
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I am using the API to search for customer records. Any that have single quotes in their names are erroring in teh API. I have tried encordURI, as well as replacing the single quotes with %27 and keep getting the same error. Any advice on how to search for a name with a single ...
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So, we aren't making this easy on you!
Instead of creating an Entity, create a Customer. That will automatically create an Entity with EntityType Customer.
Here's one I created using PostMan: https://imgur.com/a/BH1Ezn8
Note, when you create a new Customer, it will automatically create a Contact for ...
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The following updates are now live for users of Method
Fixes
Cases - Added a "Save & Back" button to the New Case screen. (PL-33138)
Date/Time widget - Fixed an issue that prevented year 2001 from being entered. (PL-39738)
Regards,
Ayushi
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I'm sorry. I guess then what I'm trying to do is create a new entity that does not set it self as the type "OtherName"
When I post to the entity end point say this data
{
"Name": "Prime Ribs",
"FullName": "Prime Ribs",
"EntityType": "Customer",
...
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The Entity ""Supply Central" already existed, and existed as a Vendor.
The relationship between an Entity and a Contact is that an Entity have 1 or many Contacts.
So I could have:
Entity (Customer): Bob Crenshaw
Contact 1: Bob Crenshaw
Contact 2: Betty Crenshaw
Or a business
Entity (Customer): XYZ Industries
Contact 1: ...
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Thanks for the reply Paul, When you created your contact it looks like it made it as a vendor, how would you specify vendor or contact when creating?
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Hi there!
The Contact should belong to an Entity, otherwise it is orphaned. Entities are existing customers, vendors, or OtherName.
This is a JSON I just posted to create a contact:
{
"FirstName" : "Peter",
"LastName" : "Greenman",
"Name" : "Peter ...
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The following updates are now live for users of Method
New Features / Updates
Work Orders - Added logic so only users with edit permissions can create or edit a work order. (PL-27888)
Proposals - Added logic so the preference chosen for the Engagement Letter Template is reflected when sending a Proposal or viewing the acceptance letter. ...
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