Method Community

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 ...

Hi.  I sincerly apologize for this delay in replying to you and I can assure you we love all our customers equally :) You don't need to join the program for answers.  I'm going to dig into this issue further and get you up and running as soon we possibly can.  Thanks Chris 

Hi Robert, A "Job" is similar to a Customer, it's sort of a sub-customer. You can use it to track transactions and contact information separately from other "Jobs" of the same Customer. It would be useful to track different projects for a Customer. For example, if you have Customer Joe Schmoe, you ...

Hi Chris, We're not part of the partner program and to be honest we were not planning to join it, at least not as individuals. For my full-time I work for a software company which builds cloud based software for enterprise/corporate sales and that may be an option in the future but for now, this is a 1 time project that we're doing just ...

How can I create to dropdown fileds that are related. For example  I want to create a screen for equipment, when I choose the make (ford, chevy, etc) in the first dropdown field, I want the next dropdown field to show models for the make only ( F250, F350)

Hey, I'm a little confused as to how to set multi-value fields up.  For example, I want customers to have multiple contacts (and thus multiple contact record IDs for one customer record) and vice versa (a contact to have multiple customers/customer record IDs for a record).  How do I get multiple record IDs from a table into a ...

One more thing. If you only want to update records that already have your tag applied to them, you can export your Contacts table using the Filter with script option. It's available under the Advanced Filter Options of the Import / Export Tool's export function. We have a Help Center article on Filter ...