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  • Re: What is the URL format for viewing records?

    Hi thom, Can you please provide additional information on what are you trying to achieve? What is the use case scenario? The reason I am asking is to better understand the requirement so that I can guide you better. Regards, Inder
    Posted to Method:API Q&A (Forum) by Method_Inderdeep on 08-02-2023
  • Method Updates - July 28th, 2023

    The following updates are now live for users of Method New Features / Updates Fixes Payment Gateways - Fixed an issue where some accounts could not navigate to the transaction history screen, or connect a new gateway. (PL-42130) Regards, Harman
    Posted to Release Notes (Weblog) by Method_Harman on 07-28-2023
  • What is the URL format for viewing records?

    I need to be able to create&nbsp;a hyperlink to any contact record in Method. In most CRMs the URL would include the record&#39;s id e.g.&nbsp;http://crm.example.com/contacts/view?RecordID=123 But the URLs in method don&#39;t seem to use the&nbsp;RecordID returned by the REST API. e.g. ...
    Posted to Method:API Q&A (Forum) by thom on 07-26-2023
  • Method Updates - July 26th, 2023

    The following updates are now live for users of Method Fixes Editable Grid - Fixed an issue where exporting the grid would return hidden columns in some scenarios. (PL-41989) REST API - Fixed an issue where Get request was converting String to Datetime format. (PL-32733) Regards, Hannah
    Posted to Release Notes (Weblog) by method_Hannah on 07-26-2023
  • Best Practices for recording and applying payment to invoices

    When we collect payment on an invoice through our website is there a better way to apply payment than to post a payment record to payments and then link the invoice ID and the payment ID with an applypaymenttxn record? Sorry applypaymenttxn&nbsp; might not be the exact table but its something like that. Or is there another endpoint I should ...
    Posted to Method:API Q&A (Forum) by sp9001 on 07-25-2023
  • Method Updates - July 25th, 2023

    The following updates are now live for users of Method New Features / Updates Contacts - Updated the preferences screen to a more user friendly design. . (PL-40795) Cases - Updated the preferences screen to a more user friendly design. . (PL-40793) Donations - Update to the preferences design. (PL-42079) Donor Pages - Added an information ...
    Posted to Release Notes (Weblog) by Method_Nicolas on 07-25-2023
  • Method Updates - July 24th, 2023

    The following updates are now live for users of Method New Features / Updates Proposals - Improved PDF template description in preferences. (PL-41942) Work Orders - Added logic to create an invoice for when a work order had been previously invoiced but the invoice was deleted. (PL-41951) Activities - Updated preferences experience. ...
    Posted to Blog (Weblog) by Method_Brian on 07-24-2023
  • Method Updates - July 21st, 2023

    The following updates are now live for users of Method New Features / Updates Purchase Orders - Updated the preferences screen to a more user-friendly design. (PL-40806) Regards, Harman
    Posted to Release Notes (Weblog) by Method_Harman on 07-21-2023
  • Method Updates - July 20th, 2023

    The following updates are now live for users of Method New Features / Updates Donations - Updated the Preferences experience. (PL-41541) Fixes Modal&nbsp;- Fixed an issue where the show message, Title and Body were unaligned. (PL-41737) Editable Grid - Fixed some issues with pagination on grids having more than 5 pages. ...
    Posted to Release Notes (Weblog) by Method_ Courtney on 07-20-2023
  • Re: Api for invoice and Time

    Yes, you are correct. There is a POST example in the documentation. If you are planning on testing it you can test it by creating a Customer and adding a Customer/Entity table as an example.&nbsp;
    Posted to Method:API Q&A (Forum) by Method_Inderdeep on 07-19-2023
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