Method Community

The following updates are now live for users of Method New Features / Updates Email Campaigns - View Campaign screen improvements for campaigns in an error state. (PL-47375) Fixes Email Campaigns - Fixed an issue where duplicating a campaign with a long name would cause an error. (PL-47425) Invoices, Estimates - Fixed an issue where ...

The following updates are now live for users of Method New Features / Updates Fixes QBDT Sync - Fixed an issue where Exchange Rate was not syncing properly with Purchase Orders. (PL-47421) QBDT Sync - The Mobile field is non-syncable for Vendor and Customer, fix to make sure it is not nullifying after sync. (PL-47371) Regards, Hannah

To add RecordID just add the RecordID with AND parameter something like this: https://rest.method.me/api/v1/tables/SalesOrder?filter=TxnDate ge '2024-06-20' AND RecordID eq ’17335’

Replied on the thread here: https://forums.method.me/cs/forums/p/13101/37084.aspx#37084

Hi athakur, When you run the following query on your account, the response of that query has the next link generated with next 100 records in the list. For example if you run the below query: https://rest.methodbuilder.com/api/v1/tables/SalesOrderLine?skip=0&top=100&filter=SORecordIDTxnDate le ...

Hi DigiRizz, Here is the stock workflow today we have in terms of Deposits. Currently, when an estimate is emailed with a set deposit amount, the customer accepts the estimate on the portal and pays the deposit amount. A sales receipt is created for the deposit amount. For example: 100$ = Estimate Amount, 50$ = Deposit Amount, When deposit ...

Hi GlobalCruiseVacations, Can you please share where you are adding this field in Method? Any screenshot will help me to guide you in the right direction. Are you directly adding this to the template or is this an existing field in a table? Can you please provide a little more details so I can guide you in the right ...

Hi GlobalCruiseVacations, Method does have the capability of charging your customers on the dates you want them to charge. Are you using the Proposal App in Method? Is there a specific reason you don't want to use a payment processor? There are ways to achieve this but I wanted to check if there is a reason you don't want to ...

The following updates are now live for users of Method Fixes Email Campaigns - Fixed an issue where emails with a status of "Not sent" were not properly accounted for in the campaign statistics. (PL-47347) Contacts - Fixed an issue where the user was unable to update the name of a duplicate customer. (PL-47318) Safari - Fixed an ...

The following updates are now live for users of Method Fixes Charts - Fixed an issue where In List was not available for Yes/No fields. (PL-47207) Email Campaigns - Fixed an issue where emails with a status of "Not sent" were not properly accounted for in the campaign statistics. (PL-47347) Contacts - Fixed an issue where the user ...