Method Community

The following updates are now live for users of Method New Features / Updates Payment Gateways - New UI for the payment gateway configuration tool. Can now also connect to multiple payment gateways, and set rules based on payment method. (PL-41189) Fixes AlocetSystem - Fixed an issue where the App routine was failing when using the ...

The following updates are now live for users of Method New Features / Updates Estimates - Fixed minor defects affecting the deposits flow. (PL-42075) Portal - Updated the Guest Customer New Contact screen to change field name to "Salutation" . (PL-42086) Insights Dashboard - Added a new Screnlet to show Ongoing Email Campaigns. ...

I want to create a hyperlink to a record in Method that I can copy into an email or chat or other document. I can use the REST API if required. The RecordIDs returned in the REST API look like simple numbers (e.g. 1, 24, 356, etc). But the URL shown in my browser's address bar appears to bare no relation to this ID. It looks more like ...

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

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

I need to be able to create a hyperlink to any contact record in Method. In most CRMs the URL would include the record's id e.g. http://crm.example.com/contacts/view?RecordID=123 But the URLs in method don't seem to use the RecordID returned by the REST API. e.g. ...

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

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  might not be the exact table but its something like that. Or is there another endpoint I should ...

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 ...

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. ...