Method Community

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 ...

The following updates are now live for users of Method New Features / Updates App Routines System Page - Routine schedules are now sorted by the Next Run Date. (PL-33227) Fixes Designer - Fixed issue where version notes were not being cleared when creating a new version. (PL-33905) Designer - Fixed issue with values not being saved ...

The following updates are now live for users of Method Fixes Text Component V2 - Issue with text formatting when clicking HTML link. (PL-33929) Regards, Jason

The following updates are now live for users of Method Fixes Activity Reminders - Fixed an issue where toggling an Activity Type's "Cause Reminder" setting would not get applied to activities that had previously been created. (PL-33374) Editable Grids - Fixed a mismatch that would occur between data in the grid and the column ...

The following updates are now live for users of Method Fixes Multi-Tenancy - Fixed an issue where the TenantID field could not be saved as empty via editable grid or update action, would always revert back to current tenant. (PL-33415) Donor Pages - Fixed an issue in the donations app where the "Thank you" notification ...