Method Community

The following updates are now live for users of Method New Features / Updates Contacts App - Enter address information for new and existing contacts by using the Address Lookup component. (PL-34017) Fixes Contacts app - Company Name is added to Billing Address line 1 if provided, for QBDT accounts. (PL-33834) Regards, Phil

The following updates are now live for users of Method New Features / Updates Tables & Fields - Redesigned the system page with a few new features including: table & field descriptions, table & field source, last modified date as a column and sorting option, and ability to get all field references. (PL-34235) Regards, Michael

The following updates are now live for users of Method New Features / Updates Display system page - Improved input validations. (PL-33771) User Profile system page - Improved input validations. (PL-33814) Fixes QBDT Sync - Fix for error on the sync engine "Length cannot be less than zero". (PL-34216) Regards, Michael

The following updates are now live for users of Method New Features / Updates Sync conflicts page (QBDT) - Removed the XML code from the sync conflict error and moved it to a collapsed section on screen. (PL-33869) Fixes Charts - Fixed an issue where charts were displaying too many decimal values. (PL-33887) Multi-tenancy - Fixed some ...

The following updates are now live for users of Method New Features / Updates Fixes Action Editor - Added validation when trying to delete a button menu item. (PL-28078) Action Editor - Fixed "Jump to this action set" for button menus. (PL-33902) Action Editor - Fixed "Jump to this action set" in editable grids. . ...

The following updates are now live for users of Method Fixes Multi-Tenant - Fixed issue with main tenant logo being displayed instead of sub-tenant on reports. (PL-32087) Dropdowns - Fixed an issue with dropdown menu placement on an editable grids with a horizontal scroll bar. (PL-33788) Attachments - Fixed an issue where the attachments ...

The following updates are now live for users of Method Fixes Donations - Fixes issue with merging Currency field in Online Donation Notification template. (PL-33924) Regards, Jason

Hi Gurdeep. Customers & Leads are stored in the same Customer table, and it is more of a master table.  Contacts are more of a child table.  So, in other words, a Customer or Lead could have multiple contacts associated with them. When you create a customer or lead it automatically creates a single Contact with it. Best ...

The following updates are now live for users of Method Fixes App Routines - Fixes incorrect link in failed app routine email. (PL-34002) Tables & Fields - PrefVendor field from Item table made visible to QBO accounts. (PL-33926) Regards, Michael

Hi, I'm integrating Method me api in my project to create lead in method me whereas in my project i have lead info like first name, last name, email, phone etc so i'm using contact api to create lead but it creates a customer with basic details and i'm not able to produce lead details from api in method me. Any help will be much ...