Method Community

Hi Steve, Thanks for your feedback. It’s extremely important to us if we are to improve and grow the platform. I’ve done some testing on my end and will address your points as best I can. 1) You are correct that there are a few places within the Donations app where we are referring to Donors or Donor Leads as Customers and Customer ...

We are attempting to build a query for an SQL override grid field that could return more than one result, i.e. query Item FullName to determine associated open sales order line items, returning the sales order refnumber. Problem is, all we can do currently is display the most recent, or MAX sales order refnumber. What I would like to do is to ...

Hi Matt, I wasn’t able to find any further details regarding why this app ribbon item doesn’t work. It was recommended to me that I create a ticket so that is what I have done. Hopefully our development team can correct this or at the very least, provide me with some further detail as to why this doesn’t work. I’ll keep ...

There seems to be an issue with a dropdown field when a public page link is displayed in an iframe. See this link  In this screen shot the iframe is 300px wide When you click a dropdown it cuts off the left side of the text. If we make the iframe 650 px wide and the section in the public page 400 px it's fine. Is ...

Thank you Audisho! You are the man!!! That works just fine, I think I may be good to go now on the activitiy import. Thank you again for your diligence and support!!!!

Hi scottaskinosie, Don’t sweat it! I’m happy to help where I can, but if it ever gets to a point where I can’t replicate the issue in order to provide you with a solution, that’s where you would need to speak with a consultant. I’m glad to hear checking the Recurring box resolved the previous issue and we can move ...

Hi all, I'm far from an expert in the not for profit field.  I do have a very long time friend who has consulted in that industry and knows much more than I do.  I gave him a presentation yesterday during which we uncovered the following issues, some more critical than others. 1) Terminology is a 'huge' issue in this ...

Hi Alex, Good news! We deployed an update yesterday that corrected this issue. When a CreditMemoLine or VendorCreditLineItem record initially posts to QB, the RecordID is no longer being changed by the sync. This results in the custom field data being retained instead of lost. Test this out and post back to let me know if you believe this to be ...

Hi Matt, I’m going to have to ask around on this one. The Transaction table isn’t a standard table and is generated using some backend voodoo. It does not appear to contain an Entity_RecordID field and this may be why your connection doesn’t work. I’ll post back as soon as I have some more information. -Audisho

Hi Audisho, After looking more I don't think the Entity field is the issue. I have a work order app that links the Entity field in the activity table to the Customer Record ID and works fine, trying the exact same setup for the transaction app throws the error when the Customer screen loads. I sent you screen shots of the setup.