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  • Method Updates - April 5th, 2022

    The following updates are now live for users of Method Fixes Donations - Fixes issue where users were unable to save Payment Method without a Payment Gateway. (PL-35899) Donor Pages - Improved validation for required fields. (PL-35801) Estimates - Fixes error message when converting to Work Order while using Subtotal type item. ...
    Posted to Release Notes (Weblog) by Method_Mamoon on 04-05-2022
  • Re: API endpoint for configuration

    Hi skyzyx, Hope you&#39;re doing well, from what I am understanding you are wondering about the ability to: 1. Create tables and fields through&nbsp;the API&nbsp;. 2. Customize the Method platform using the&nbsp;API e.g. creating actions sets or adjusting the UI. For 1,&nbsp;We have discussed making the process of creating tables/fields, as ...
    Posted to Method:API Q&A (Forum) by Method_Mamoon on 04-01-2022
  • API endpoint for configuration

    I&#39;m reviewing&nbsp;https://developer.method.me/#tag/Tables, and it appears that while this API endpoint supports pushing data into, and reading data from tables, what I&#39;m most interested in (as a new integrator) is an API-based way to manage all of the configuration of tables and views. While the &quot;no code required&quot; thing is ...
    Posted to Method:API Q&A (Forum) by skyzyx on 03-28-2022
  • Method Updates - March 28, 2022

    The following updates are now live for users of Method New Features / Updates Calendar - All new sign ups will see the new Calendar component by default. (PL-35253) Regards, Guillermo
    Posted to Release Notes (Weblog) by Method_Guillermo on 03-28-2022
  • Re: Using Method CRM with 3rd party giving platform

    Hi Cardin To answer your questions: We don&#39;t have any&nbsp;query&nbsp;that returns a list of tables. Currently, this will need to be done through the Method UI. You can access the list of tables through account settings by clicking the user profile icon in the top right&nbsp;&gt; Account settings &gt;Tables &amp; fields. You can connect a ...
    Posted to Method:API Q&A (Forum) by Method_Mamoon on 03-28-2022
  • Method Updates- March 25, 2022

    The following updates are now live for users of Method New Features / Updates Fixes Action Editor - Fixed issue with loop and retrieve actions not loading properly when using fields that are just numbers. (PL-35915) Designer - Fixed issue with jump to references feature not highlighting the correct action when used in a conditional. ...
    Posted to Release Notes (Weblog) by Method_Ayushi on 03-25-2022
  • Using Method CRM with 3rd party giving platform

    So I&#39;m here on behalf of a non-profit I work with that uses Online Giving for their credit card donations. They&#39;ve been fairly happy and dont&#39; really want to migrate away but are hoping to integrate with Method since they&#39;ve only recently switched here. Online Giving (the company) is willing to look at an integration however I ...
    Posted to Method:API Q&A (Forum) by Cardinl on 03-23-2022
  • Method Updates - March 23rd, 2022

    The following updates are now live for users of Method Fixes Create Short Method URL Action - Fixed an issue where the action was producing an error in some scenarios. (PL-35967) Regards, Phil
    Posted to Release Notes (Weblog) by Method_Phil on 03-23-2022
  • Method Updates - March 22nd, 2022

    The following updates are now live for users of Method New Features / Updates Proposals - Fixes issue where CC/BCC specified in email template did not work. (PL-32419) Fixes Field Crew - Improved workflow design for work orders with a captured signature. (PL-35086) Regards, Mamoon
    Posted to Release Notes (Weblog) by Method_Mamoon on 03-22-2022
  • Method Updates- March 18, 2022

    The following updates are now live for users of Method New Features / Updates Marketplace Packs - Add support for per accounting package pack descriptions. (PL-35536) Sign up form bugs/improvements for First and Last Name. (PL-35194) End Sign Up A/B Test. (PL-35848) Update BatchPaymentTxnID and AdditionalReference to accounting fields. ...
    Posted to Release Notes (Weblog) by Method_Ayushi on 03-18-2022
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