Method Community

The following updates are now live for users of Method New Features / Updates QBO/Xero Sync - Added to the audit trail when disconnect (Sync) button is clicked. (PL-54341) Fixes Sales Receipt - Resolved an error when trying to review a donation via customer portal. (PL-53475) Attachments - Resolved attachments not opening on Mobile ...

The following updates are now live for users of Method New Features / Updates App builder - Support for configuring gallery. (PL-54550) Fixes Grids - Fixed alignment issues for sort menu. (PL-52050) Estimate - Accepted estimates now shows status as accepted in PDF. (PL-47688) Regards, Arshi

The following updates are now live for users of Method New Features / Updates Fixes New/Edit Payment Screen - Processing Payment Does Not Update Ref # Control. (PL-54650) Regards, Harman

Hello fatihsancar, To proceed with your request, please have the Admin of your Method account email us at api@method.me with the following details: A brief description of your use case Your current Method account information Let us know if you have any questions!

Hello Method Team, I am building an integration between WooCommerce and Method:CRM using Make.com (Integromat). I need to request OAuth 2.0 credentials to complete this integration. Could you please provide: - Client ID - Client Secret Here are the required details: - Application Name: WooCommerce to Method via Make - Redirect ...

Hi KyleF, We have a different API endpoint for files. Can you share the request you are using that results in a 'permission denied' error?

The following updates are now live for users of Method New Features / Updates System Pages - Updated page naming convention. (PL-54448) Fixes Actions - Fixed an issue where the "In List" criteria did not work as expected when comparing dates as days of the week. (PL-40052) Regards, Nicolas

Hi BW, Yes, Method does offer an open API that can be used to connect with external reporting tools like Power BI. You can bring in data from tables such as Sales Orders, Invoices, and Estimates using our API endpoints. Here is the API documentation to help you get started. This should provide a solid foundation for building your connection. ...

The following updates are now live for users of Method New Features / Updates Fixes Chart - Added table header component/element when exporting CSV from chart drill down . (PL-54450) Regards, Arshi

The following updates are now live for users of Method New Features / Updates Fixes Recurrence Widget - Improved the UX when adding a Start Date in the past. (PL-20737) Runtime - Resolved an issue when checking permissions in portal. (PL-53982) Tags List - Resolved tags list formatting issue. (PL-54008) Regards, Courtney