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Any updates on this?

I wanted to find out how to create a birthday field in the client/customer fields? Once that is complete I wanted to find out how to add the above date into the activity calandar, and add a remider to send out a birthday card in a week in advance. thanks

Hi Mahlon, This has been resolved. Post back if you're still having issues. - Justin

I am not following the logic Do I have to create tables for each make and then linked them. One table for all the Fords models, a different table for all the Chevy Models, etc

Hello Beta Crew, Happy New Year! Here are this week’s updates. As a reminder, Method HQ will be closed on New Year’s day (read our blog post for details) so we’ll respond to your forum posts as soon as we can. Summary Updated HTML Editor and fixes related to filters view in dropdowns, grids and calendars. Details ...

Hi Marcelo, You can filter your second dropdown (Model) on Step 5 of the Dropdown Properties in the screen designer. You can filter it to only show only Models that have the Make selected in your first dropdown. Hope this helps. - Justin

Hi Hanley, Method already sets multiple contact Record IDs to one customer Record ID (If you go to the customer tab and view an existing customer, there's a tab there where you can assign contacts to that customer); but you cannot have multiple customers to one contact.  That being said, solutions to what you are looking for are ...

You should just able to use your regular username and password. Please see the code examples here: https://www.methodintegration.com/documentation/MethodAPIv2_0_Documentation.pdf Happy New Year to you as well!

That helps with that question. Thanks Chris! Could you point me in the direction of where we would find the API authentication (developer ID) and keys for our account? Thanks again! Happy New Year!

Okay, so to convert a lead to a customer you should only need to call 'MethodAPIUpdateV2' and pass in the necessary details.  Have you seen: https://www.methodintegration.com/documentation/MethodAPIv2_0_Documentation.pdf  ?  Look for 'MethodAPIUpdateV2' . There is no required parameter for developer ...