Method Community

The following updates are now live for users of Method New Features / Updates Fixes Calendar - Fixed an issue with the shadow hover when dragging a calendar event on Safari. (PL-38981) Opportunities - Fixed an issue where attempting to send an email to a contact without an email address did not display an error message. ...

We used the Method customization team to integrate Avatax into Method fully. The key is that you DO NOT create invoices within QuickBooks and fully disable the Avatax integration with Quickbooks. From there, we have the Avatax API called each time you click save on the invoice page. It sends all data to Avalara, and they shoot back the tax. A new ...

Hi AllysonJ, In this scenario, you would have to remove the time from the date by using the Character Function action in the Screen Designer. You can read more about the options available under the Character Function action here. Regards, Inder

The following updates are now live for users of Method Fixes Invoices - Duplicate line items are being added with a description "LOtrans" after the Invoice syncs to QB. (PL-39086) Calendar - Fixed an issue where moving an event in the month view caused the event to increment by 15 minutes. (PL-39084) Regards, Hannah

In the Thank You Letter Body section of the Thank You Letter Print (PDF) Template, we pull the donation date from the Sales Receipt. We use the field "SalesReceipt.TxnDate" in the letter. When the letter prints, it pulls the date and time plus it prints the date as Day Month Year. For example, a donation received on 12/07/22 prints ...

The following updates are now live for users of Method New Features / Updates Opportunities - Changed the destination when clicking on New/Edit Lead Source to navigate to the Lead Source List in the Contacts app. (PL-38934) Opportunities - Converted the Lead Source grid to the editable grid format. (PL-38929) Opportunities - Converted the ...

Hello, Is it possible for you to please send the header information to api@method.me? It seems like there is an authorization issue with the values you are parsing. Once I have the email, I will be able to guide you in the right direction. Regards, Inder

Hello, I'm trying to use the API to create a new customer using the APIKey auth method using Postman. Not sure why I'm getting the 401 unauthorized error. I'm adding this info to the header: APIKey: (using the API generated through the portal - I was able to get a 200 response using a GET request with no problem) Content-Type: ...

The following updates are now live for users of Method New Features / Updates Calendar - Added support to create a custom title and description for the Waitlist event card. (PL-38574) Fixes Import - Fixed an issue where users were asked to apply tags to every record, even when importing into a table without the TagList field. ...

The following updates are now live for users of Method Fixes Grids - Fixed an issue on mobile where the grid caption did not appear in the correct position on some devices. (PL-38205) Sync - Fixed an issue where the 'Refetch' action was not working. (PL-38768) Tags - Fixed an issue with the appearance in read-only ...