Method Community

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 ...

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 ...