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  • API Filter - How to search for a Company Name that has a single quote in it?

    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 ...
    Posted to Method:API Q&A (Forum) by jamieroyce on 02-04-2023
  • Re: API POST Contact / Not OtherName

    So, we aren&#39;t making this easy on you! &nbsp; Instead of creating an Entity, create a Customer. &nbsp; That will automatically create an Entity with EntityType&nbsp;Customer. &nbsp; Here&#39;s one I created using PostMan:&nbsp;https://imgur.com/a/BH1Ezn8 Note, when you create a new Customer, it will automatically create a Contact for ...
    Posted to Method:API Q&A (Forum) by Method_Paul on 02-03-2023
  • Method Updates- February 3, 2023

    The following updates are now live for users of Method Fixes Cases - Added a &quot;Save &amp; Back&quot; button to the New Case screen.&nbsp;(PL-33138) Date/Time widget -&nbsp;Fixed an issue that prevented year 2001 from being entered.&nbsp;(PL-39738) Regards, Ayushi
    Posted to Release Notes (Weblog) by Method_Ayushi on 02-03-2023
  • Re: API POST Contact / Not OtherName

    I&#39;m sorry. I guess then what I&#39;m trying to do is create a new entity that does not set it self as the type &quot;OtherName&quot; When I post to the entity end point say this data { &quot;Name&quot;: &quot;Prime Ribs&quot;, &quot;FullName&quot;: &quot;Prime Ribs&quot;, &quot;EntityType&quot;: &quot;Customer&quot;, ...
    Posted to Method:API Q&A (Forum) by sp9001 on 02-02-2023
  • Re: API POST Contact / Not OtherName

    The Entity &quot;&quot;Supply Central&quot; 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: ...
    Posted to Method:API Q&A (Forum) by Method_Paul on 02-02-2023
  • Re: API POST Contact / Not OtherName

    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?
    Posted to Method:API Q&A (Forum) by sp9001 on 02-02-2023
  • Re: API POST Contact / Not OtherName

    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&nbsp;to create a contact: { &quot;FirstName&quot; : &quot;Peter&quot;, &quot;LastName&quot; : &quot;Greenman&quot;, &quot;Name&quot; : &quot;Peter ...
    Posted to Method:API Q&A (Forum) by Method_Paul on 02-02-2023
  • Method Updates - February 1st, 2023

    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. ...
    Posted to Release Notes (Weblog) by method_Hannah on 02-01-2023
  • API POST Contact / Not OtherName

    When I&#39;m creating a new contact record with the API or even with an action set. The new contact type is always &quot;OtherName&quot; Does anyone know what is causing this? Or how I can go about automatically making a new contact record without it saying this? It should just be &quot;Customer&quot; but I cannot figure it out.
    Posted to Method:API Q&A (Forum) by sp9001 on 01-31-2023
  • Method Updates - January 31st, 2023

    The following updates are now live for users of Method New Features / Updates Items - Fixed an issue where fields were not validated with a new validation feature. . (PL-26337) Fixes Audit Trail - Fixed formatting &amp; an issue that prevented filtering by time. . (PL-39581) Multi-tenancy&nbsp;- Fixed an issue for an account where the ...
    Posted to Release Notes (Weblog) by Method_Nicolas on 01-31-2023
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