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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 ...

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 ...

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 ...

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 ...

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

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", ...

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: ...

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?

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 ...

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. ...