Method Community

Hello OUG Developer, Thanks for reaching out. Both these formats 2020-­02-­04 5:00:00 AM or 2020-­02-­04 5:00:00 are supported. Need more account specific details to figure out why it is not working for your account. Can you email the xml request to api@method.me with the name of your CompanyAccount?

Hi there Joel. Either Tags or a Custom field would work fine for your purpose here. Although I would say tags would be a more robust option considering you are trying to categorize your contacts by multiple metrics. This sounds like a great project to scope out with our Professional Services team - If you havent already had your free hour ...

Hello Frank,  Thank you for question. While keeping in mind that Method:Donor has not been completely vetted vetted for users outside the United States, it seems like you are looking to do the following below:  1. Create a report  2. Report must be able to provide list of donors, and the total amounts they have ...

Hi Kefpa01, Very sorry to hear you are experiencing some difficulties with our screen designer. Completely understand the frustration!  I havent received any other reports of users expereincing difficulty copying screens - so it may be account specific. Would love to dive in and take a look at the screens myself if ...

Hello, The process of retrieving the most recent invoice wouldn't be automated. However, you can make customizations that would update the most recent invoices manually by atleast clicking on a button. I might suggest creating a last invoice field on the customer table and create a linked field to the contacts table to that new ...

Hi djhanna, Just testing this one out now in my own account and having some trouble replicating this -  The 'Link Click' event is firing off successfully for me every time (using a go to screen action as well). Can you let me know the name of the Account / Screen with this customization so I can take a peek? Please feel free to ...

Hi there TroyW, Thanks for posting! Can you let me know the name of your account, as well as the Screens in Method you are using to generate this report? I'd like to take a look at what you've got so far so I know how to direct you here. Feel free to email me directly at success@method.me - referencing this forum post - If ...

Hi there TomH, May I ask which Windows version you are currently using? Are you utilizing a Server variant of Windows perchance? (ie. Windows Server 2008 etc...) If so, there are some extra steps we will need to take to get you up and running - which will involve installing the sync engine using our StandAlone .MSI files rather than the ...

Hi Garrett, I had shared the answer with you over email but to make that available here in the forum community too, the answer to your request requires customizations if we wanted to alter the barriers between the different files within a multi-tenant environment. I am including our multi-tenancy help article here for anyone ...

Hi TomH, A work order shows up on the Assign To user's calendar because a work order is an activity with a single Assign-To field. To achieve what you mentioned (the ability to assign a work order to a crew Leader and have that work order visible on the crew member's calendar too), you can customize your account in a ...