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Hi lloy0076,
Welcome to Method Community!
Pledge tracking is indeed not a built-in feature. However, Method is fully customizable, and we can certainly help you achieve this functionality. Our professional services team can assist you in building a custom solution for pledge tracking. This session can also serve as a learning opportunity, ...
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The following updates are now live for users of Method
New Features / Updates
Sales Order - Added the ability to create a Work Order. (PL-46301)
Fixes
Grids - Fixed an issue where some users were unable to scroll the list of filter views. (PL-46646)
Audit Trail - Time activity creation to be recorded in the Audit trail. ...
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The following updates are now live for users of Method
New Features / Updates
Internal Notes - Added UX improvements to make the creation process faster. (PL-46324)
Work Orders - Added logic when creating an invoice to include the discounts applied to the estimate. (PL-46302)
Proposals - Added a filter to the notification email dropdown to ...
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Hello Support ,
We are retrieving records fine when limited to Top 10.
I changed the 10 to 100 and we get 401 unauthorized , can you please advise how we can increase the limit on both Top and skip without being blocked.
From documentation it says ……. The default value of ...
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The following updates are now live for users of Method
New Features / Updates
Proposals - Added functionality that will automatically retry failed auto-payments the following day. (PL-45241)
Proposals - Made improvements to the app routine by removing duplicate actions, cleaning up logic and separating functionality into new app routines. ...
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The following updates are now live for users of Method
New Features / Updates
Editable Grids - Added a new empty state when no records are found. (PL-46079)
Xero - Added a feature to allow using negative line items on transactions. (PL-46589)
Method Sync Engine - Added a feature to allow choosing QBXML version to fix XML text stream ...
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It appears that pledge tracking is not a built in feature; however the Method Team have suggested one could do very basic pledge tracking with a custom field.
We will be syncing from QuickBooks Desktop 2019 to Method; this works, and the donations are tracked correctly.
Has anyone already done this, or are there any online resources/guides for ...
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The following updates are now live for users of Method
New Features / Updates
QBDT Sync - Added LocationSiteRef field to Sales Receipt Line Table and made it available to sync with QuickBooks. (PL-46493)
Sales Transactions - Updated the mobile view of the line item grid to include the item description. (PL-44876)
Fixes
Sales Orders - ...
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The following updates are now live for users of Method
New Features / Updates
Proposals - Improved the column sizing on the View Proposal screen. (pl-46037)
Fixes
Purchase Transactions - Fixed an issue where the email button did not merge fields from the Vendor table. (PL-46612)
Proposals - Fixed an issue where the required Terms field ...
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The following updates are now live for users of Method
Fixes
Sales Transactions - Fixed an issue where the email button did not merge fields from the Customer table. (PL-46581)
Cases - Fixed an error caused by setting the Default Case Status preference to empty. (PL-46680)
Regards,
Arshi
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