Method Community

The following App updates are now live for users of Method.  Donations App New! Report: You can now generate a Donor & Donations Annual Summary by going to the Reports screen (accessible from the Dashboard) of the Donations app. Contacts App Addressed an issue with wrong information being saved on the New Contact screen when ...

The following updates are now live for users of Method.  Send Email Action - Added 'Email From Name' field (Ticket PL-1476) Import/Export tool is available for all administrators on an account, not just the primary administrator (Ticket PL-1407) Aligned screen copy process found in Manage Apps & Designer. ...

The following updates are now live for users of Method.  Fixed issue with editing filter views for existing drop downs. (Ticket #AS-996) Fixed issue with saving screen that have control captions that start with a number. (Ticket #AS-936) Fixed issue with editing series for existing charts. (Ticket #AS-1024) Fixed issue with the lose ...

The following App updates are now live for users of Method.  Contacts App Automatically close View Contact screen if the contact is deleted in another screen (related to Ticket AS-790) Payments/Contacts App Payments app ribbon now shows up within the Contacts app. It shows payments made by the particular ...

The following App updates are now live for users of Method.  Contacts App Updated Contacts List - now has Full Name, actionable phone numbers and email for each contact Updated Edit Entity screen to allow QuickBooks Desktop users to update SalesRep (Ticket AS-723) Automatically close View Contact screen if the entity is deleted in ...

The following updates are now live for users of Method:Classic.  Fixed issue with saving email preferences (Ticket AS-796) Fixed issue disconnecting and reconnecting to QBO (Ticket AS-916) Fixed issue with contacts not being removed when customer is deleted. (Ticket AS-836) Fixed issue currency issues with Credit Card Process ...

The following updates are now live for users of Method.  *New* Access to Import / Export tool (Ticket PL-1367) *New* Ability to create a copy of a live screen/version from Designer (Ticket PL-957) *New* Addition of reminder email links (Ticket PL-1066) *New* Set preferences for Gmail Gadget (Ticket PL-1264) Removed simplified ...

The following updates are now live for users of Method.  Fix - Loop inside Conditional Statement breaks (Ticket AS-945) Fix - Updated Html editor to a new version to correct line breaks (Ticket AS-793) Fix - Designer produces an error on close & reopen (Ticket AS-968) Fix - Added check to avoid duplicated view names (Ticket ...

The following App updates are now live for users of Method.  We would like our Method:Donor trial customers, staff and partners to be able to see the magic of Donor Pages within minutes of signing up - without having to setup a payment gateway. With Demo mode, which is "on" by default for new accounts, anyone can experience ...

The following updates are now live for users of Method.  Added Default Deposit To Account option to the Paypal Credit Card payment gateway setup (Ticket PL-1366) When processing payment transactions using the payment widget, get card holder name from payment widget (Ticket PL-1366) Added logging for payment gateway processing in Method ...