Method Community

The following updates are now live for users of Method New Features / Updates New / Edit Terms screen- Improved validation rules for date-driven terms. (PL-32329) Regards, Guillermo

The following updates are now live for users of Method New Features / Updates Activities App - Improved empty state for the list screen. (PL-32014) Editable Grids - Added the ability to export. (PL-25704) Public Pages - URL of public pages to show as the URL put in the Portal. (PL-32588) Audit Trail - Released a new design for the Audit ...

The following updates are now live for users of Method Fixes Portal - Certain customized controls are showing a blank Portal screen when security on Portals is enabled. (PL-32667) Non admin users were able to access admin screens if they are CC'd on permissions emails. (PL-32766) Calendar - Fix for displaying the wrong end time for ...

The following updates are now live for users of Method Fixes Donor Pages app - Accessibility improvements to Get Notified screen. (PL-32720) App Routine System Page - Fix to browser back behavior, now appropriately leads to Account Settings. (PL-32686) Donations app - Accessibility improvements to Donation Email Editor. ...

The following updates are now live for users of Method New Features / Updates Minor design updates to the following system pages: Gmail Sidebar, Outlook Gadget, Zapier, API, and Mailchimp. (PL-31974) Donations - Accessibility improvements to New / Edit Donations screen. (PL-32545) Regards, Guillermo

The following updates are now live for users of Method New Features / Updates App Routines System Page - Next Run Date is calculated immediately for scheduled routines, not after first run. (PL-32655) Opportunities app - Improved empty state for the Opportunities List screen. (PL-32015) Fixes Character Function - Fixed issue with the ...

The following updates are now live for users of Method New Features / Updates Portal System Page - New and improved design update on the Portal System Page. (PL-32184) Fixes Copy Screen Tool - Fix for error when using AppRoutineOverwrite flag. (PL-32631) App Routines System Page - UI clean up on breadcrumbs and spacing. ...

The following updates are now live for users of Method New Features / Updates Email Campaigns - Added a more helpful empty state for the list screen. (PL-32330) Account Settings > App Routines - System Page redesign provides the ability to see historyical app routine executions and a global list of all schedule app routines in your ...

I have an app with customer info etc. I want to create a second screen for detailed info. When I click on a button to go to a new screen, the new screen has a new Record ID. The record ID is different every time I click on that button. I can't "set the recordID" of the screen because a) the first time I click ...

Hi Ruth, Thanks for reaching out to us!  Unfortunately, on the UI level, this is not possible. However, we do have the ability to create sub-customers in Method. The way they will show up is like Customer: SubCustomer. Hope this helps! Regards, Inder