Method Community

The following updates are now live for users of Method New Features / Updates Personalize your account by adding your display photo under the newly updated Profile Page. Donation Email Editor - Respect 'Email From' when provided by selected email template. Fixes Fixed issue where some fields appeared blank when value is 0 on ...

Hi Nick, Unfortunately yes, you do need the pro version of Method for you to do that as "CustomerTagList" or "LeadTagList" dropdown menus will be created as seperate linked tables, which is only accessible through Method Pro. Marwan

Hi, I have realized the mistake in my instructions to you, the Lead List grid is based off the contacts table, so the tags are not showing because they are not connected to the customer table. The good news is that it is a quick fix: 1) Go to customize -> Table/Fields -> Contacts 2) Choose "Add a Linked Field"  3) From ...

Hello, It is possible and takes quite the customization: 1) Add 2 DatePicker objects; the first one call it 'Today's Date' and check the 'Use Today's Date/Time' checkbox as the default, the second one call it 'Date' and don't do anything to it. Make sure they are hidden (if you want) 2) Go to Advanced and on ...

Hi Marcelo, There are better, easier ways than script. Is the calculated field dynamic and unique for each record or is it a total calculation for all records? If it is unique for every record then the best and easiest solution is to store that value into a field in table and have it displayed in the report designer later; if it is the latter ...

Hi Hanley, It seems that everything looks fine. Can you send me a screenshot of the customization screen (on Advanced -> Step 1 of 5)? It could also be a browser issue, if so, your best option is to call our Method support team and ask them to walk you through it. Marwan

Hi, Could it be that when you change the % you are not hitting the Finish button and the Publish button? When you return to your screen you have to wait a bit until it's done publishing and refreshing the page. It could also be the amount of information you have on your left section. If it's a grid, the width of the fields and columns ...

Hi Greg, Unfortunately you cannot migrate your Method account if you are switching your Quickbooks account. You are going to have create a new Method account. The good news is that Method for QB Online does support the Canadian version and it should sync up with all your data! Marwan

How do you usually handle this situation when you are in Quickbooks? (Expense? Bill? etc.). Depending on how you would do it in Quickbooks, you're going to have to mimic that in Method using customization. The reason the cost field added did not work is because it is a custom field and it doesn't sync with Quickbooks. I should have ...

Hi, Adding a TagList to the Entity or Customer table is the best way to achieve what you want within Method. Since you are adding the tags on the customer level, you might run into limitations if you are already using tags on the contact level, let me know if you are so we can create a new solution. In any case, here are the steps of creating the ...