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  • Re: 2nd email address in contacts

    Hi dreich, Thanks for reaching out to Method Community! You can definitely add this to the contacts level in Method. Please see the screenshot below and look at the Email field. I have added two emails on the same contact by adding a comma in between them. Please test it and let me know if you have any ...
    Posted to Method General Q & A (Forum) by Method_Inderdeep on 02-06-2023
  • Copy data from chrome into Method

    Is there a google chrom extension that could copy select data from a webpage I am on and help me create it into a lead in Method, rthaer than copying and pasting data manually?
    Posted to Method General Q & A (Forum) by dreich on 02-06-2023
  • 2nd email address in contacts

    Is there a way to add a 2nd email address to a contact? Some of my contacts send me emails from their work email address and gmail address. I want to have both saved under his method contact, but I cannot find a field for that. Can it easily be created?
    Posted to Method General Q & A (Forum) by dreich on 02-06-2023
  • Re: API Filter - How to search for a Company Name that has a single quote in it?

    Jamie - Escaping with a redundant quote will do the trick in escaping the url parameter: (i.e. Magnolia''s not Magnolia's) https://rest.method.me/api/v1/tables/Entity?filter=Name eq 'Magnolia''s%20Best%20Storage' Paul
    Posted to Method:API Q&A (Forum) by Method_Paul on 02-06-2023
  • Re: API POST Contact / Not OtherName

    "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 ...
    Posted to Method:API Q&A (Forum) by Method_Paul on 02-06-2023
  • Re: API POST Contact / Not OtherName

    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 ...
    Posted to Method:API Q&A (Forum) by sp9001 on 02-04-2023
  • 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'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 ...
    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 "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
    Posted to Release Notes (Weblog) by Method_Ayushi on 02-03-2023
  • Re: API POST Contact / Not OtherName

    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", ...
    Posted to Method:API Q&A (Forum) by sp9001 on 02-02-2023
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