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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 ...

The following updates are now live for users of Method New Features / Updates Fixes Work Orders - Fixed an issue where the calendar in some scenarios would not show the resource . (PL-38740) Work Orders - Fixed an issue where the calendar in some scenarios would be blank on Safari. (PL-38794) Work Orders - ...

The following updates are now live for users of Method New Features / Updates Xero - Support for Multi-Tenancy. (PL-37798) Portals - Removed the duplicated Contact Us section from the Guest - Customer Home screen now that it's handled via the portal settings. (PL-37642) Fixes Work Orders - fixed issue where certain date ranges did ...

Thanks for the information hamid, we don't have anything like that currently, but I will submit a feature request with the team for you!

The following updates are now live for users of Method Fixes Advanced Search - Fixed an issue preventing use of advanced search for tags with apostrophes. (PL-38607) Email - Fixed an issue where emails were failing to send for some accounts using gmail server. (PL-38841) Calendar - Fixed an issue on Safari Mobile browser where the user was ...