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  • Method Updates- May 6, 2022

    The following updates are now live for users of Method New Features / Updates Donations - Implemented the address look up component. (PL-34951) Work Orders - 'All time' date range filter. (PL-35860) Work Orders - Buttons menus add shortcuts to Save & Back and Complete & Back. (PL-35704) Work Orders & Field Crew - Display ...
    Posted to Release Notes (Weblog) by Method_Ayushi on 05-06-2022
  • Method Updates - April 28th, 2022

    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. ...
    Posted to Release Notes (Weblog) by method_khamil on 04-28-2022
  • Method Updates- April 22, 2022

    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 ...
    Posted to Release Notes (Weblog) by Method_Ayushi on 04-22-2022
  • Method Updates - April 20th, 2022

    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
    Posted to Release Notes (Weblog) by Method_Phil on 04-20-2022
  • Method Updates - April 14th, 2022

    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 ...
    Posted to Release Notes (Weblog) by method_khamil on 04-14-2022
  • Method Updates - April 13th, 2022

    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
    Posted to Release Notes (Weblog) by Method_Phil on 04-13-2022
  • Re: Using Method CRM with 3rd party giving platform

    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 ...
    Posted to Method:API Q&A (Forum) by Method_Mamoon on 04-11-2022
  • Re: Using Method CRM with 3rd party giving platform

    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
    Posted to Method:API Q&A (Forum) by Cardinl on 04-09-2022
  • Method Updates- April 8, 2022

    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 ...
    Posted to Release Notes (Weblog) by Method_Ayushi on 04-08-2022
  • Method Updates - April 5th, 2022

    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. ...
    Posted to Release Notes (Weblog) by Method_Mamoon on 04-05-2022
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