Method Community

Hi Grif You can email the PDF to support@method.me. I'll have a look at it when it comes through and see if there are any hints as to the problem. Jeff

Hey Jessica, No, you don't need to customize anything in order to utilize the Import/Export tool. You need to access it through the Customize tab, I've responded to your email. - Ashur

Keith - This is a security measure to prevent scripts from trying to guess your password. Just email method at methodintegration dot com with your Company Account name and we'll reset it for you. Thanks, Paul

One of the options on the Email Action is Attachement Location. From the Edit Document screen use the Value from Screen option, select the Document field. This will then attach the open document to you email. JIm

The following updates are now live for users of Method New Features / Updates Dashboard - Added welcome banner to mobile. (PL-55332) Fixes Attachments - Fixed issues with attachments when uploading multiple attachments at once. (PL-55458) Button menu - Fixed an issue where button menus where not showing a processing state. ...

The following updates are now live for users of Method New Features / Updates QBO/Xero Sync - Added to the audit trail when disconnect (Sync) button is clicked. (PL-54341) Fixes Sales Receipt - Resolved an error when trying to review a donation via customer portal. (PL-53475) Attachments - Resolved attachments not opening on Mobile ...

The following updates are now live for users of Method New Features / Updates Onboarding - Added Verification email for first user. (PL-49382) Fixes Editable Grids - Fixed an issue with the default Display Value when adding a new dropdown field. (PL-53697) Editable Grids - Fixed an issue with whitespace when creating formula columns. ...

The following updates are now live for users of Method New Features / Updates Invoices - Implemented view payment button on New/Edit Invoice. (PL-52171) Fixes Cases - Fixed an issue where attachments were not carried over to a transaction's send email . (PL-52640) Donations - Fixed an issue where donation plan's were not ...

The following updates are now live for users of Method New Features / Updates Invoices - Implemented view payment button on New/Edit Invoice. (PL-52171) Fixes Cases - Fixed an issue where attachments were not carried over to a transaction's send email. (PL-52640) Donations - Fixed an issue where donation plans were not appearing in ...

The following updates are now live for users of Method New Features / Updates Fixes Sync System Pages - Fixed an issue where users were unable to run" Changes only Sync" from Method browser. (PL-52602) Proposals - Resolved issue where images and links were not displaying on templates . (PL-52994) Payments - Fixed an issue where ...