Method Community

It appears that pledge tracking is not a built in feature; however the Method Team have suggested one could do very basic pledge tracking with a custom field. We will be syncing from QuickBooks Desktop 2019 to Method; this works, and the donations are tracked correctly. Has anyone already done this, or are there any online resources/guides for ...

The following updates are now live for users of Method New Features / Updates QBDT Sync - Added LocationSiteRef field to Sales Receipt Line Table and made it available to sync with QuickBooks. (PL-46493) Sales Transactions - Updated the mobile view of the line item grid to include the item description. (PL-44876) Fixes Sales Orders - ...

The following updates are now live for users of Method New Features / Updates Proposals - Improved the column sizing on the View Proposal screen. (pl-46037) Fixes Purchase Transactions - Fixed an issue where the email button did not merge fields from the Vendor table. (PL-46612) Proposals - Fixed an issue where the required Terms field ...

The following updates are now live for users of Method Fixes Sales Transactions - Fixed an issue where the email button did not merge fields from the Customer table. (PL-46581) Cases - Fixed an error caused by setting the Default Case Status preference to empty. (PL-46680) Regards, Arshi

The expectation is that your code that is using the API is responsible for business logic.  So in your code, you would create and manage dynamic variables to reflect your desired business logic, and that you'd then call the API to get the data you need. Paul

I already know that  i can do this :  GET /api/v1/tables/Invoice?filter=TimeCreated ge '2020-04-17T00:00-04:00' and TimeCreated lt '2020-04-18T00:00-04:0 But My quesition is it should be dynamic for eachday , i don't want to put static Date everyday, I want automation so that i don't have put current date on ...

Hi there. I think you are better off doing "between" rather than equal, when it comes to dates. We have some documentation on this here: https://developer.method.me/#section/Filter-Reference "To get all Invoices created on April 17, 2020, EDT (Eastern Daylight Time)" GET /api/v1/tables/Invoice?filter=TimeCreated ge ...

Hi all,  I would like to filter and fetch the record based on my current day ,  for example : https://rest.method.me/api/v1/tables/SalesOrder/?filter=TxnDate eq '2024-05-09 13:00:00 -05:00'   here instead of static date   I want to dynamically filter and retrieve records based on the current day. For ...

The following updates are now live for users of Method New Features / Updates Email Campaigns - Automatically add unsubscribe links and headers to marketing emails. . (PL-45150) Fixes Email Campaigns - Fixed an issue where inactive entities could be included in a campaign, resulting in errors. (PL-46482) Opportunities - Fixed an issue ...

The following updates are now live for users of Method Fixes Contacts - Fixed an issue where clicking Email Contact on an activity would create a new activity even if you didn’t end up sending the email. (PL-46435) Time Tracking - Added a show message to explain QBO's Has Been Billed status if manually selected. ...