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  • Method Updates- May 05, 2023

    The following updates are now live for users of Method New Features / Updates Send Email - Expanded the size of the Email Body section for easier editing. (PL-40923) Sales Orders - Added view filters for Open/Closed Sales Orders. (PL-40680) Fixes Group Items - Fixed an issue where the group header item description was being reverted ...
    Posted to Blog (Weblog) by Method_Ayushi on 05-05-2023
  • Re: Multiple records

    Hi sp9001, If you are inserting a transaction header, the number of children you can insert is 50. After that, you just have to do single record inserts for the remaining line items. I am going to log a new feature request for our development team&nbsp;to allow more than 50 line items.&nbsp; Hope this helps! Best Regards, Inder
    Posted to Method:API Q&A (Forum) by Method_Inderdeep on 05-04-2023
  • Method Updates - May 4th, 2023

    The following updates are now live for users of Method Fixes Duplicate Entities with the same ListIds issue resolved. (PL-37354) Contacts - Fixed an issue where users were able to save contacts with duplicate email addresses. (PL-40109) Regards, Courtney
    Posted to Release Notes (Weblog) by Method_ Courtney on 05-04-2023
  • Method Updates - May 3rd, 2023

    The following updates are now live for users of Method New Features / Updates Tables &amp; Fields - Added audit trail logging for any field changes. (PL-40738) Payments - Improved handling of Deposit To Account and Payment Method. (PL-40978) Fixes Sync - Fixed an issue where sync was generating an error if there were no active ...
    Posted to Release Notes (Weblog) by method_Hannah on 05-03-2023
  • Multiple records

    Since there is a 50 record limit when initially creating say an invoice, and invoice lines, whats the best way to insert the rest of the lines? Are you able to just include 50 more lines as a single transaction to the invoiceline endpoint or do I need to do a separate transaction for each line?
    Posted to Method:API Q&A (Forum) by sp9001 on 05-02-2023
  • Method Updates - April 27th, 2023

    The following updates are now live for users of Method Fixes Sync - Fixed an issue with AccountCode that was preventing some accounts from syncing. (PL-40765) Proposals - Fixed an issue with recurring invoices not sending on the proposal end date. (PL-40752) Regards, Courtney
    Posted to Release Notes (Weblog) by Method_ Courtney on 04-27-2023
  • Method Updates - April 26th, 2023

    The following updates are now live for users of Method New Features / Updates Email Campaigns - Added the ability to filter grid in a Sent Email Campaign based on status. (PL-40666) Contacts - Added lead source on customers who are converted from a lead. . (PL-40665) Donations - Added &ldquo;Make a Copy&rdquo; button and improved designs on ...
    Posted to Release Notes (Weblog) by method_Hannah on 04-26-2023
  • Method Updates - April 24th, 2023

    The following updates are now live for users of Method New Features / Updates Proposals - Showing Total Proposal Value and improved calculation. (PL-25446, PL-40760, PL-40761) Regards, Brian
    Posted to Blog (Weblog) by Method_Brian on 04-24-2023
  • Method Updates - April 20th, 2023

    The following updates are now live for users of Method New Features / Updates Bills - Updated filters on Bills List screen. (PL-40014) Regards, Courtney
    Posted to Release Notes (Weblog) by Method_ Courtney on 04-20-2023
  • Method Updates - April 19th, 2023

    The following updates are now live for users of Method New Features / Updates Sync Conflicts- Improved unlink sales order from invoice to unlink&nbsp;all line items. (PL-40017) Email Campaigns - Added the ability to Archive/Unarchive completed campaigns. (PL-40193) Donor Pages - Improved ability to set the default Deposit Account. ...
    Posted to Release Notes (Weblog) by method_Hannah on 04-19-2023
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