Customers & Leads are stored in the same Customer table, and it is more of a master table. Contacts are more of a child table. So, in other words, a Customer or Lead could have multiple contacts associated with them.
When you create a customer or lead it automatically creates a single Contact with it.
Aswin - I suggest (as a best practice that will save you lots of time!) to first try putting through a couple of payments, manually, via the Method web app. That way you see the field values the UI is expecting, which should match the field values the API would also be expecting.
AswinChepuri - the response is a little confusing. The "Ref" referrs to the "Customer" field is a reference to a lookup in another table. It would be more intuitive if the message really said something along the lines of "Not all required fields are present. Required lookup field Customer is not passed for ...
Hi there AswinChepuri.
If you want to record that a payment was received for a customer, and have that payment be sent to QuickBooks, you are looking for the ReceivePayment table.
The following updates are now live for users of Method
Method Mobile - updates
Introduced a new mobile navigation experience.
Added a new sign-in page and “Forgot Password” page.
Users can now edit portal page screens on mobile.
Fixed several mobile layout issues.
Fixed an issue where losing internet connection did not allow ...
Hey Blake - the servers were updated with a security patch, and for some reason this seemingly has affected nothing except for that one API endpoint. We're going to look into it in Monday when everyone is back in the office. But in the meantime we have rolled back the security patch, and will reapply it next week. In the ...
Blake, dknoben and botanica,
We understand how important the API is to many of our users, and I am encouraged by how you've used the API to further automate workflows. The team has been investigating what went wrong, and why our monitoring did not pick up on the failure. Here is what I have found out from ...
Hi there. There's a few options available to you.
1) We have some free webinars on customization on this page:
You'll see 6 of them for "Customization" pre-recorded.
Also, if you are using the "Classic" version of Method, there are help resources free ...
Hi SquadLeader -
Need a little information to know what's been done so far, and what you're looking to acheive.
1) Are you a Method user, or are have you been hired as a consultant to make everything work together?
2) Regarding Method, have you already setup your account? If not, that would be a first step. Click Try it FREE at the ...
Hi whitebuck. Welcome to Method!
Dates are stored in Method in UTC time (https://en.wikipedia.org/wiki/Coordinated_Universal_Time).
The UI converts the UTC time to your local time when displaying, and converts local time to UTC when saving. That way the time is accurate to the viewer regardless of where they are around the world.
So, when ...