Method Community

Hello. New user here. Certainly like what I see so far. I need to be able to move the existing emails that I have sitting in Gmail into the CRM so I have a record of what happened with each client before I moved into Method. Other CRMS have had an email address that you could forward your existing email to. Is that the case here? If so, I ...

The following updates are now live for users of Method. New Feature Within Invoices, there is now a Duplicate button, enabling the creation of a new invoice by copying an existing invoice (PL-19344) Bugs Fixed issue with exporting a grid when rows are checked (PL-12605) Fixed issue with grids on mobile where screen navigation would ...

The following updates are now live for users of Method. New Feature Support for QBO description only line items sync for Sales Transactions(PL-19213) Support for SalesReceipt - BillEmail field sync (PL-18391) Regards, Laks

The following updates are now live for users of Method. Bug Fixes Fixed an issue which was blocking Payments from syncing without any releated transactions (PL-19328) Fixed an issue for QBO Global where Creating Invoice from an Estimate was duplicating line items (PL-19084) Regards, Laks

PurchaseOrderRecordID is the field necessary for inserting a PurchaseOrderLine. Looks like your PurchaseOrderRecordID field is not getting inserted to PurchaseOrderLine. Maybe something to do with the way you are trying to insert variables? I see PurchaseOrderRecordID is the only field that has a variable in the above ...

We are working on moving our data out of Method:Donor to a new system. We want to use the classic export tool  to export our customers, contacts and donations. But, we need to understand which tables to export and what fields will help us match our donations to the donor who made it. If that is not the best way to do that, ...

That seems to be part of the issue. "PurchaseOrderRef" is not in the table UI for the purchaseorderline table.

Its looking for the RecordID(integer) of the purchase order that this line belongs to.   A good idea when using the API is to review the tables you are trying to insert into in Method.  The table UI in Method will show you the required fields, what table they come from if relelvant, and the type.

I've tried something else and I am now getting this error. <MethodAPI response = "Not all required fields are present. Required field PurchaseOrderRef is not passed for the table purchaseorderline" ></MethodAPI> Looking through the tables I can't find a field PurchaseOrderRef for the table purchaseorderline. ...

I beleive so. Here are example contents of the arrays. recordID is the value passed back from athe API after adding the Purchase Order. arrNames = ['Item', 'PurchaseOrderRecordID', 'Rate', 'Quantity'] arrValues = ['100381', recordID, 12.23, 22.00]