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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

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. ...

When I'm creating a new contact record with the API or even with an action set. The new contact type is always "OtherName" 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 "Customer" but I cannot figure it out.

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 & an issue that prevented filtering by time. . (PL-39581) Multi-tenancy - Fixed an issue for an account where the ...

The following updates are now live for users of Method: New Features / Updates Email Templates - Updated logic so stock Method email templates can no longer be edited directly without making a copy first. Gives users the ability to revert back to the original and receive updates from Method. (PL-38754) Regards, Brian

Hi, Yes, you can use an API to create a customer app where a customer's data is available to that customer. An API (Application Programming Interface) allows you to interact with an external service, such as a database, and retrieve or modify data in a secure manner. By integrating an API into your customer app, you can retrieve customer data ...