Method Community

Hi EricW Let me pick up on where Chris left off.  To clarify a few items -  The CreateMethodAccountV3 is utilized by our Partners to create new Method Company Accounts.  Based on the previous posts, it does not sound like this is the method you want to be using.  Rather, you should be utilizing the MethodAPIInsertV2 to insert ...

I am trying to figure out how to use report designer to customize an invoice line.  I have successfully added a 'Liters' column throughout the system and have that column showing up on the invoice but I need to create a column per line item that has the 'Total 'Liters' for that line item.  So if my product is .5 ...

Hi Matt, I was able to reproduce this error by setting corresponding view as the default view (can’t believe I missed this, D’oh!). I’ll create a ticket and post all updates here. For now, you can still use the view, but not as the default. I hope this helps. -Audisho

Hi Matt, I made this change, but still can’t reproduce the error. -Audisho

Hi Mike, There is a database trigger that automatically creates the FullName field so you do not need to include this in your import. You do need to include the Name field however, as this is a required field. The resulting FullName field of the imported record will look like “ParentFullName:Name”. I hope this helps. -Audisho

Hi Matt, I was able to assign the current session date / time to 2 fields in an Insert Record Into Table action fine.   I tried assigning the current session date / time to an action result and use that action result twice in an Insert Record Into Table action, but received an error and was unable to save this. Removing and ...

Hey Audisho, The only thing I can see that looks different is the date picker I have on the screen is formatted to only show the date, not the time as well. Let me know if it is still working for you if you try that and I can send you the account info.

Hi Matt, I added the filter you described to the activity list screen, but can’t reproduce the error. Here is what I’ve added:   Is there anything that I’m missing? If you email me the company account name and app info, I’m happy to sign in and take a look. -Audisho

When importing a customer record that is a subcustomer of an exisiting record, does the FullName get updated automatically as part of the import or do I need to specificy the Customer:Subcustomer text in the FullName field as part of the import.  For example, if I'm importing: FirstName:  Sub Lastname:  ...

Hi Chris, They're having trouble with this still. Any assistance would be greatly appreciated.