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  • Method Updates - May 11th, 2022

    The following updates are now live for users of Method Fixes Tables and Fields - Fixed an error that would occur when trying to save data in picture and file attachment&nbsp;fields in the Users table. (PL-36561) Regards, Phil
    Posted to Release Notes (Weblog) by Method_Phil on 05-11-2022
  • Method Updates- May 6, 2022

    The following updates are now live for users of Method New Features / Updates Donations - Implemented the address look up component. (PL-34951) Work Orders - &#39;All time&#39; date range filter. (PL-35860) Work Orders - Buttons menus add shortcuts to Save &amp; Back and Complete &amp; Back. (PL-35704) Work Orders &amp; Field Crew - Display ...
    Posted to Release Notes (Weblog) by Method_Ayushi on 05-06-2022
  • Method Updates - April 28th, 2022

    The following updates are now live for users of Method New Features / Updates Google OAuth - Add OAuth Flow Implementation to the Sign in button. (PL-36336) Fixes Calendar - Implemented minimum height to calendar component to fix issue with view selection dropdown. (PL-36300) New Import - Issues loading and uploading a file. ...
    Posted to Release Notes (Weblog) by method_khamil on 04-28-2022
  • Method Updates- April 22, 2022

    The following updates are now live for users of Method New Features / Updates Adds indexing to MongoDB - Import. (PL-35715) signin - xero user has MethodID (Seen before). (PL-36313) Fixes Update action in Invoice App routine fails randomly. (PL-36332) Calendar - Fixes issue where actions were not able to reference the components Title ...
    Posted to Release Notes (Weblog) by Method_Ayushi on 04-22-2022
  • Method Updates - April 20th, 2022

    The following updates are now live for users of Method New Features / Updates Calendar - A collapsible side panel reveals more interactive space when scheduling. (PL-35923) Fixes Proposals - Fixes Total Amount field calculations. (PL-34800) Regards, Phil
    Posted to Release Notes (Weblog) by Method_Phil on 04-20-2022
  • Method Updates - April 14th, 2022

    The following updates are now live for users of Method New Features / Updates Modify Xero Sync (to sync these two new fields). (PL-36183) Dashboard- Audit Trail. (PL-35580) Collapsible side panel. (PL-35923) Fixes Xero - App(Contacts) Screen(Guest - Customer Transactions) not showing calculated balance. (PL-35852) Xero, New/Edit ...
    Posted to Release Notes (Weblog) by method_khamil on 04-14-2022
  • Method Updates - April 13th, 2022

    The following updates are now live for users of Method Fixes Donor Pages - Fixes issue with Processing Fee Item validation. (PL-34634) Work Orders - Improves error handling when routing selected work orders from a list. (PL-35421) Regards, Phil
    Posted to Release Notes (Weblog) by Method_Phil on 04-13-2022
  • Re: Using Method CRM with 3rd party giving platform

    Hey Cardinl, We don&#39;t have any specific&nbsp;examples&nbsp;for donors, but on the documentation, you should see an example for creating&nbsp;an invoice with items. The post for creating a donation would be similar&nbsp;except the table you would be specifying is sales receipts. The general steps would be: 1.Create a customer using this ...
    Posted to Method:API Q&A (Forum) by Method_Mamoon on 04-11-2022
  • Re: Using Method CRM with 3rd party giving platform

    Well, that&#39;s not exactly what I wanted to hear....how abotu this, woudl it be possible to provide some&nbsp;detailed examples of recording (create) a donation with contact information (e.g.&nbsp;a complete POSTMAN example or similar of a new donation insertion on the API) Thanks for your help
    Posted to Method:API Q&A (Forum) by Cardinl on 04-09-2022
  • Method Updates- April 8, 2022

    The following updates are now live for users of Method New Features / Updates Calendar - Fixes issues where resource selection was not maintain if multiple calendars where displayed on the same screen. (PL-36092) Fixes Xero - invoice - When inserting invoice, getting 2 invoices in xero. (PL-36048) Xero - Items - FullName not populating ...
    Posted to Release Notes (Weblog) by Method_Ayushi on 04-08-2022
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