Method Community

As of January 2026, our team is now on Reddit. Have CRM, workflow, or automation questions? Join the community at r/MethodCRM.

 

Search

You searched for the word(s): '
Page 74 of 2532 (25312 items) « First ... < Previous 72 73 74 75 76 Next > ... Last »
  • 2nd email address in contacts

    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?
    Posted to Method General Q & A (Forum) by dreich on 02-06-2023
  • Re: API Filter - How to search for a Company Name that has a single quote in it?

    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
    Posted to Method:API Q&A (Forum) by Method_Paul on 02-06-2023
  • Re: API POST Contact / Not OtherName

    "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 ...
    Posted to Method:API Q&A (Forum) by Method_Paul on 02-06-2023
  • Re: API POST Contact / Not OtherName

    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 ...
    Posted to Method:API Q&A (Forum) by sp9001 on 02-04-2023
  • API Filter - How to search for a Company Name that has a single quote in it?

    I am using the API to search for customer records. Any that have single quotes in their names are erroring in teh API. I have tried encordURI, as well as replacing the single quotes with %27 and keep getting the same error. Any advice on how to search for a name with a single ...
    Posted to Method:API Q&A (Forum) by jamieroyce on 02-04-2023
  • Re: API POST Contact / Not OtherName

    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 ...
    Posted to Method:API Q&A (Forum) by Method_Paul on 02-03-2023
  • Method Updates- February 3, 2023

    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
    Posted to Release Notes (Weblog) by Method_Ayushi on 02-03-2023
  • Re: API POST Contact / Not OtherName

    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", ...
    Posted to Method:API Q&A (Forum) by sp9001 on 02-02-2023
  • Re: API POST Contact / Not OtherName

    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: ...
    Posted to Method:API Q&A (Forum) by Method_Paul on 02-02-2023
  • Re: API POST Contact / Not OtherName

    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?
    Posted to Method:API Q&A (Forum) by sp9001 on 02-02-2023
Page 74 of 2532 (25312 items) « First ... < Previous 72 73 74 75 76 Next > ... Last »