Method Community

Hello, I'm having issues adding borders to my Donor Receipts.  I've tried changing borders in different reports and it seems to be a consistent problem.   I can add a border, but as soon as I try to save it the program freezes and I need to "End Task" and start over.  Once I open the report again, I see ...

The following updates are now live for users of Method. New Features For Method customer accounts that have QBO multi-currency activated, their customers that have a different currency than the company home currency will now see values in their (customer’s) currency (PL-15201) Modifications to Method’s sync to enable support ...

Hi Rajni, Could you provide some more detail so we can help you with yhour issue? What were you trying to do? Can you provide reproduction steps so we can more clearly understand the issue you faced? Thanks, Hector

Hi, I am trying to call the webservice from methods, but when i am trying to test the webservice, I am getting the following error There was an unspecified error trying to post to the webservice. Check the URL and fuction name and try again. The address being used was: But when I tried to call the same service from postman, fiddler and from ...

Very Helpful Paul! Thank you!

Hi Rozetta, Thanks for posting!  The workflow you are describing is certainly possible - but would require a bit of customization to function correctly. The fastest way would be to copy the Work Order list screen, and remove all the 'Shared' filters from the list grid - thus leaving you with only the 'My' filters. ...

Hi there David, Mass Updating of any sort is typically faster using the Import / Export tool (unless its something you intend to do often) - Would you mind sharing some of the Bugs you ran into when trying to do this? If you would like to follow the Customization route - there are a few considerations before pulling the trigger on a ...

The following updates are now live for users of Method. Bug Fixes Fixed issue with guest pages links for multi-tenant accounts (PL-16084) Fixed issue with email body duplicating for some email providers (PL-15426) Fixed issue with missing PaymentTransactionLog table (PL-13571) Fixed 500 errors when using Method CDN (PL-15681) Fixed ...

Hi there. There's a few options available to you. 1) We have some free webinars on customization on this page: https://www.method.me/support/webinars/ You'll see 6 of them for "Customization" pre-recorded. Also, if you are using the "Classic" version of Method, there are help resources free ...

Hi, thanks for replying. First of all, I'm using the older interface. I suppose my first question is how do I even upgrade to the newer interface? Is that an option? Second, while on the older interface my screen looks the same as yours as long as I don't populate the fields above that, as soon as I select criteria in the fields ...