Method Community

Thank you very much for your reply.

The following updates are now live for users of Method New Features / Updates Proposals - Added a dropdown to set the Engagement Letter Template preference. (PL-39641) Proposals - Updated the portal screen to use a stepper instead of tabs. (PL-39631) Accounts - Added the FullName field to the Accounts list for QBDT Accounts. ...

Fantastic, thanks for the clarification. I really appreciate your help with tis

Hi Dreich, Thanks for reaching out to Method Community! We do not offer any chrome extension but with that being said, we do have a Google Integration. We offer a Gmail sidebar that seamlessly connects with your Gmail. Here is an article that covers this in depth. Hope this helps! Cheers, Inder

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 ...

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?

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?

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

"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 ...

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 ...