Method Community

We are working on moving our data out of Method:Donor to a new system. We want to use the classic export tool  to export our customers, contacts and donations. But, we need to understand which tables to export and what fields will help us match our donations to the donor who made it. If that is not the best way to do that, ...

Really appreciate you looking in to this! Here is a similar issue. I've noticed this about 75% of the time—if I navigate to a donation on say, page 4, open it and hit print a letter and then Generate a letter, it opens a new window with the letter that I print. WHen I close that new window, I expect to still be on the donation I was ...

Hi Ben! Thank you for your response and your consideration of these items. As far as the tags on Advanced Search - that helps. Although it was not obvious that those check boxes were there because the window is constrained to a height that cuts them off. Now that I know to scroll I can see them. The scrollbar was not showing in Chrome but ...

Hi, I mentioned this in another post but I just want to make sure it can get fixed as I don't think it's working very well - the column sorting of a list.  I'm sure this pertains to the Contacts list as well but I've been working in the Donations list. If I am on page one and I sort by date, then I navigate to page 5 and ...

Hi, I am really enjoying using the software. Here are some items I've noticed would be useful to have in Method:Donor: - When viewing the main list of Donations, the navigation at the bottom is only one page at a time. Could you please add a button to skip to the first and last page?  - In this same donations list, when you sort (by ...

Once I've tagged a donation, I am unable to remove the tag. Should there be an "x" or something to remove the tag when needed? When I hover over the tag icon, and click the "gear Manage" link, nothing happens. Should I get a menu? I'm using Chrome on a Mac. Thanks, Katie

Hi Ben, thanks, I had used that but it did not allow me to add a logo and I was not clear how to add all the fields I need. I am not familiar with how to get to table/fields you are referring to...which is why I was hoping to get a list of merge fields. If you can refer me to the table/fields I think that will help. As far as the logo, I ...

Where can I find the most succinct set of instructions for customizing a thank you letter to send to my donors?  I need to add my logo, add mail merge fields (donor name, address, amount, payment type, check number, in memory of, etc.) The send a recipt options comes close but then it shows fields that I don't want my donor to ...

Where can I find a complete list of merge fields that can be used? I am setting up a thank you letter.