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  • 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
  • Method Updates - March 17th, 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) Fixes SignIn Error Messaging Getting Overriden. ...
    Posted to Release Notes (Weblog) by method_khamil on 03-17-2022
  • Method Updates - March 16th, 2022

    The following updates are now live for users of Method Fixes Calendar - Fixes issue with some custom title and descriptions. (PL-35795) Regards, Phil
    Posted to Release Notes (Weblog) by Method_Phil on 03-16-2022
  • Method Updates - March 14th, 2022

    The following updates are now live for users of Method Fixes Calendar - Fixes issue where mobile calendar displayed all resources. (PL-35800) Proposals - Fixes issues with app routine failure email for inactive routines. (PL-35785) Regards, Guillermo
    Posted to Release Notes (Weblog) by Method_Guillermo on 03-14-2022
  • Method Updates - March 10th, 2022

    The following updates are now live for users of Method New Features / Updates Fixes Email Campaigns - Improved email address validation on the recipient selection stage. (PL-35683) Regards, Khamil
    Posted to Release Notes (Weblog) by method_khamil on 03-10-2022
  • Method Updates - March 9th, 2022

    The following updates are now live for users of Method Fixes Editable Grids - Fixed an issue where focus would automatically be set to the grid&#39;s search bar on screen load. (PL-35245) Editable Grids - Fixed an issue where the record count was incorrect when selecting records via the grid&#39;s checkbox column. (PL-33300) Send Email - ...
    Posted to Release Notes (Weblog) by Method_Phil on 03-09-2022
  • Method Updates - March 7, 2022

    The following updates are now live for users of Method Fixes Donor Pages - Remove mentions of specific&nbsp;PayPal products like&nbsp;&quot;(Business Pro /Flow)&quot;. (PL-34966) Sales Receipts - Fixes hyperlink for setting up a payment gateway. (PL-21804) Regards, Guillermo
    Posted to Release Notes (Weblog) by Method_Guillermo on 03-07-2022
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