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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 ...
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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
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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",
...
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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: ...
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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?
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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 ...
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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. ...
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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.
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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 ...
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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
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