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  • Method Updates - June 28th, 2022

    The following updates are now live for users of Method Fixes Editable Grids - Fixed an issue where the screen wouldn't load if a card column had been added for which field #1 was not mapped. (PL-36771) Multi-Tenancy - Fixed an issue where files added via the attachments widget were not able to be seen and shared across tenants. ...
    Posted to Release Notes (Weblog) by Method_Mamoon on 06-28-2022
  • Method Updates - June 21st, 2022

    The following updates are now live for users of Method Fixes Multi-tenant -Fixed an issue where a new tenant account was unable to sync with QBO. (PL-37047) Regards, Mamoon
    Posted to Release Notes (Weblog) by Method_Mamoon on 06-21-2022
  • Method Updates - June 7th, 2022

    The following updates are now live for users of Method Fixes Cases - Fixed an issue where additional columns made visible on the Cases List screen did not have a column header. (PL-36843) Navigation - Fixed an issue with clicking on the app name in the header not taking the user back to the app's start screen on chrome. ...
    Posted to Release Notes (Weblog) by Method_Mamoon on 06-07-2022
  • Method Updates - May 24th, 2022

    The following updates are now live for users of Method Fixes App Routines - Fixed issue for Multi-tenant accounts where app routines mistakenly appeared as scheduled across all tenants. (PL-36542) Calendar - Fixed missing events on some devices using Safari. (PL-36685) Cases- Fixed an issue where the 'appear in portal' checkbox ...
    Posted to Release Notes (Weblog) by Method_Mamoon on 05-24-2022
  • 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
  • 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
  • Re: API endpoint for configuration

    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 ...
    Posted to Method:API Q&A (Forum) by Method_Mamoon on 04-01-2022
  • Re: Using Method CRM with 3rd party giving platform

    Hi Cardin To answer your questions: We don't have any query that returns a list of tables. Currently, this will need to be done through the Method UI. You can access the list of tables through account settings by clicking the user profile icon in the top right > Account settings >Tables & fields. You can connect a ...
    Posted to Method:API Q&A (Forum) by Method_Mamoon on 03-28-2022
  • Method Updates - March 22nd, 2022

    The following updates are now live for users of Method New Features / Updates Proposals - Fixes issue where CC/BCC specified in email template did not work. (PL-32419) Fixes Field Crew - Improved workflow design for work orders with a captured signature. (PL-35086) Regards, Mamoon
    Posted to Release Notes (Weblog) by Method_Mamoon on 03-22-2022
  • Method Updates - March 1st, 2022

    The following updates are now live for users of Method New Features / Updates Designer - Ability to click on an object in designer and see what other objects/filters are referencing it and jump into them via the new references section. (PL-35544) Regards, Mamoon
    Posted to Release Notes (Weblog) by Method_Mamoon on 03-01-2022
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