Method Community

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, ...

Unfortunately, you cannot print the Estimate using the API. For your workflow, you can create an Estimate via API but printing won't be possible today. 

Hi Greg, Absolutely! We do have a dedicated endpoint that can assist you in achieving your goal. You can find detailed information and instructions in our API Documentation. Simply follow this link: API Documentation This documentation will guide you through the process and provide all the necessary resources. If you have any further ...

Hi James, Can you please elaborate a little bit on this request? If you can share any examples of what you would like to see, this will help me to guide you in the right direction or share it with my product team for future developments.  - Inder

Hi James,  Thanks for your feedback. I have created a feature request for the above features with our product team to consider this in their future developments.  -Inder

Hi dlittle@hilltimes.com, Thanks for reaching out to Method Community Forums! As of now, it is not possible to capture and send credit card credentials via the API within METHOD. While we understand your need for this functionality and the desire to streamline the payment process, sending credit card credentials via API is not currently ...

Just to add to this, our team is looking into the issue with syncing with the BillingRateName field. Once the issue is resolved, we will sync with the value for example, Level 1 from the below screenshot. However, due to QuickBooks SDK limitation, we don't sync with the Fixed hourly rate or Custom Hourly rates as shown in the ...

Hi Greg Caron, Can you please confirm if this is for QuickBooks Desktop or Online?

Hi hlynch, Could you kindly confirm if those SalesRep profiles have email addresses linked to them? Also, would you mind sharing the body of the request that you are passing? Since you mentioned using this for a few years, have there been any recent changes or updates to the request?

Hi Ned, We don't do any compressions while uploading the file via API. Can you confirm if you are using the steps listed here in the API documentation? -Inder