Method Community

The following updates are now live for users of Method Fixes App Routines - Fixed issue for Multi-tenant accounts where app routines mistakenly appeared as scheduled across all tenants. (PL-36542) Calendar - Fixed missing events on some devices using Safari. (PL-36685) Cases- Fixed an issue where the 'appear in portal' checkbox ...

Hey Cardinl, We don't have any specific examples for donors, but on the documentation, you should see an example for creating an invoice with items. The post for creating a donation would be similar except the table you would be specifying is sales receipts. The general steps would be: 1.Create a customer using this ...

The following updates are now live for users of Method Fixes Donations - Fixes issue where users were unable to save Payment Method without a Payment Gateway. (PL-35899) Donor Pages - Improved validation for required fields. (PL-35801) Estimates - Fixes error message when converting to Work Order while using Subtotal type item. ...

Hi skyzyx, Hope you're doing well, from what I am understanding you are wondering about the ability to: 1. Create tables and fields through the API . 2. Customize the Method platform using the API e.g. creating actions sets or adjusting the UI. For 1, We have discussed making the process of creating tables/fields, as ...

Hi Cardin To answer your questions: We don't have any query that returns a list of tables. Currently, this will need to be done through the Method UI. You can access the list of tables through account settings by clicking the user profile icon in the top right > Account settings >Tables & fields. You can connect a ...

The following updates are now live for users of Method New Features / Updates Proposals - Fixes issue where CC/BCC specified in email template did not work. (PL-32419) Fixes Field Crew - Improved workflow design for work orders with a captured signature. (PL-35086) Regards, Mamoon

The following updates are now live for users of Method New Features / Updates Designer - Ability to click on an object in designer and see what other objects/filters are referencing it and jump into them via the new references section. (PL-35544) Regards, Mamoon

The following updates are now live for users of Method Fixes Google Calendar - Default preferences are now being respected when adding from google into Method. (PL-35517) Regards, Mamoon

The following updates are now live for users of Method New Features / Updates App Routines System Page - Added Next and Last Run Date for scheduled app routines. (PL-33966) Character Function - Added new Is Email Address function. (PL-35219) Fixes App Ribbons - Added validation logic on the configuration screen for app ribbons to ...

The following updates are now live for users of Method New Features / Updates Action Editor - Added breadcrumbs to all users to go back after using "jump to routine". (PL-35056) Action Editor - Improvements to UI when working in the action editor. (PL-35054) Fixes Action Editor - Fixesd issues with drag and drop and ...