Method Community

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. ...

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 ...

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

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 ...

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

Hey Cardinl, We don't have any specific examples for donors, but on the documentation, you should see an example for creating an invoice with items. The post for creating a donation would be similar except the table you would be specifying is sales receipts. The general steps would be: 1.Create a customer using this ...

Well, that's not exactly what I wanted to hear....how abotu this, woudl it be possible to provide some detailed examples of recording (create) a donation with contact information (e.g. a complete POSTMAN example or similar of a new donation insertion on the API) Thanks for your help

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 ...

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. ...

Hi skyzyx, Hope you're doing well, from what I am understanding you are wondering about the ability to: 1. Create tables and fields through the API . 2. Customize the Method platform using the API e.g. creating actions sets or adjusting the UI. For 1, We have discussed making the process of creating tables/fields, as ...