Method Community

The following updates are now live for users of Method Fixes Manage Apps - Fixed an issue where app snapshots could not be set up when a field in the base table was named as a number. (PL-38719) Import tool - Fixed an issue where users were getting an error importing to a custom table. (PL-39075) Regards, Hannah

The following updates are now live for users of Method: Fixes Onboarding - Fixed an issue where the onboarding survey would relaunch if the account was already synced. (PL-39120) Regards, Mamoon

The following updates are now live for users of Method Fixes Report Designer - Fixed an issue where adding a 5th detail table to a report would cause an error on generation. (PL-39150) Validation Rules - Fixed an issue where email addresses with underscores in the domain were incorrectly passing validation. (PL-38759) Calendar - Fixed an ...

The following updates are now live for users of Method New Features / Updates Email Campaigns - Added a new “Unsubscribed” tile to the analytics at the top of the View Email Campaign screen. (PL-36853) Fixes App Routines - Fixed the formatting of date & time on the App Routine History page. (PL-39130) Email Campaigns - ...

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 ...