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Raising an activity

Last post 07-08-2013 1:28 PM by Method_Ashur. 3 replies.
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  • 07-05-2013 10:37 AM

    • andy
    • Top 50 Contributor
    • Joined on 12-10-2012
    • Liverpool, UK
    • Posts 139

    Raising an activity

    Is it possible to create a new contact when raising an activity from a web form or must the contact exist already?

    Andrew Cliff
    Systems Manager
    CS Consult
  • 07-08-2013 8:12 AM In reply to

    Re: Raising an activity

    Hi andy,

    The contact record must already exist before an activity can be assigned to it. You can first create an unassigned activity then manually assign the appropriate contact to them after they're created. Is this helpful to you? If not, what is your end goal?

    - Ashur

    Need more help? Ask us about Method consulting services

    Ashur Shamon
    Lead Solutions Specialist, Professional Services
    Method Integration Inc.
    www.method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: a.shamon@method.me
  • 07-08-2013 9:41 AM In reply to

    • andy
    • Top 50 Contributor
    • Joined on 12-10-2012
    • Liverpool, UK
    • Posts 139

    Re: Raising an activity

    I was testing a web form without creating a lead. I want to include contact details within the activity. I'm just looking at editing the PHP to allow this.

    Andrew Cliff
    Systems Manager
    CS Consult
  • 07-08-2013 1:28 PM In reply to

    Re: Raising an activity

    You can save the contact information in the Activity.Comments field, or in your own custom fields, since theres no Contact record associated witht he Activity yet. You can also utilize the Method API. Here's a list of services available through our API. If you decide to go this route and require further assistance, post your questions on our API forum. Hope this helps!

    - Ashur

    Need more help? Ask us about Method consulting services

    Ashur Shamon
    Lead Solutions Specialist, Professional Services
    Method Integration Inc.
    www.method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: a.shamon@method.me
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