Method Community

Hi there TheLeaves, Merge fields can be a tricky one, but once you have the hang of it youll be customizing Print Templates in Method in no time! Firstly, while you certainly can customize the template through the report designer or create a new one from scratch, everything you are describing can all be done through the standard Thankyou ...

In Method: Classic there used to be a list of practice case studies to introduce users to different parts of method and gave real-life scenarios. I was wondering if there was anything like that in the works for Method: New? Obviously, you guys are still working on pushing out content, but those practice lessons helped a lot in Classic and it ...

Where can I find the most succinct set of instructions for customizing a thank you letter to send to my donors?  I need to add my logo, add mail merge fields (donor name, address, amount, payment type, check number, in memory of, etc.) The send a recipt options comes close but then it shows fields that I don't want my donor to ...

Where can I find a complete list of merge fields that can be used? I am setting up a thank you letter.

Some Method:Donor users are experiencing issues accepting payments via the payment widget on public pages. We're actively working on a fix. Thank you for your patience.

Unfortuantely we dont have a timeline in place right now for when this one will be implemented on our end. But I can say that it has certainly been a requested feature here. If you had any further questions about how to implement your Custom solution, please feel free to Post here or on a new thread and ill be happy to help out. -Ben

Hi there mmcbride, Are you making sure you log in as the Admin User? You might need to re-add the certificates as the admin user in Quickbooks, as there was a certificate update done on our end a few weeks ago. If you need any assistance with this, please Let me know, or email us at support@method.me and ill have a support representative ...

Hi Blake, Similarly to your last question regarding Screen level permissions based on user, there is currently no direct way for Grid views to be filtered by user in Method:New. If you were interested in building out a custom solution for this one, let me know and I can point you down the right path. Thanks Blake. -Ben

Hi Blake, Unfortunately as of right now, there is no direct way to set up screen level permission to allow users access to certain apps or screens. This is something we are working on implementing in the future however! There are a few ways you could work around this in the meantime however. You could assign an action result ...

Thanks Ben, Do you have a timeline for when Invoice creation will be put in place?  If it is far off in the future, I will look at the Sales Order App as you suggested and try to figure it out.  Thanks for the help. Kenichiro