Method Community

Hi Indunil, I have replied to you over the email as well but adding here for everyone. I was able to review the account and found the necessary information. All the screens in Method are based on a table. In this scenario, the Techtime screen is based on techTime table which you can find under Customize -> ...

Hi Siccups. Thanks for reaching out to Method Community! It sounds like you're experiencing an issue with creating an opportunity via the Method API/Zapier, specifically regarding a required field "Customer". There is a help center article that provides guidance on how to create an opportunity using Zapier in Method CRM, which ...

Hi sp9001, If you are inserting a transaction header, the number of children you can insert is 50. After that, you just have to do single record inserts for the remaining line items. I am going to log a new feature request for our development team to allow more than 50 line items.  Hope this helps! Best Regards, Inder

In addition to what I mentioned above, you could also make another call to grab the rate of the items. You would have to make two separate calls, 1. Call to get the item rate. 2. Call to add the line item with that rate. Then, you can use them on the InvoiceLineItems.  Hope this helps!

Hi Bradvb123, Thanks for reaching out to Method! I was able to use the same query and able to fetch the desired results. One thing to make sure to add APIKey in front of your key. Below is a screenshot of what it looks like: Please try that and let me know if you are still running into the issue. You can email me the error at ...

Hi smandolare, Thank you for reaching out. After reviewing your request, I can confirm that you need to manually update the rate of the items in your request. Unfortunately, at the moment we do not grab the rates from the “Items table”, so this would have to be done manually. Hope this helps! -Inder

You should be able to see this on the postman tool when you make any API call. Please find the below screenshot and I have highlighted the area where that information is available. Let me know if you have any questions.

Hi jamieroyce, Thanks for reaching out to Method! The daily limits are covered here in our documentation. Please review and let us know if you have any questions. -Inder

Assuming the workflow you are referring to here is when the customer is trying to pay an invvoice from the portal.  There are some conditional statements in play here. It first looks for AR account and the last used account. If it cannot find then it looks for other variables. So you might want to check these actions and see if you are ...

Hi, You can definitely do that but that would make that account the default account. You can also update it with the name by using this field DepositToAccount - Display. -Inder