Method Community

As of January 2026, our team is now on Reddit. Have CRM, workflow, or automation questions? Join the community at r/MethodCRM.

 

Release Notes

  • Method Updates - June 1st, 2023

    The following updates are now live for users of Method

    Fixes

    • Dropdowns - Fixed an issue where a scrollbar was included unnecessarily. (PL-25341)
    • Date/time picker - Fixed an issue where re-clicking a specific date was required to confirm a change in month or year. (PL-39928)

    Regards,

    Courtney

  • Method Updates - May 31st, 2023

    The following updates are now live for users of Method

    Fixes

    • Picture - Fixed an issue where the caption configuration for this object did not work. (PL-29965)
    • Xero - Fixed an issue with data not syncing between Method and Xero account. (PL-41268)

    Regards,

    Hannah

  • Method Updates - May 30th, 2023

    The following updates are now live for users of Method

      Fixes

      • Items - Fixed an issue where line sort order is changing after sync specifically for Items with category. (PL-41276)
      • Estimate App - Fixed an issue where line items are changing the line order upon sync. (PL-41220)
      • Sales Orders - Fixed an issue where Sales Order numbers were not displaying correctly. (PL-41291)

      Regards,

      Nicolas

    • Method Updates - May 25th, 2023

      The following updates are now live for users of Method

      Fixes

      • Date/Time Picker - Fixed an issue when manually editing the date would change the year in some scenarios. (PL-24510)
      • Date/Time Picker - Fixed an issue when typing a year would select Dec 31st of the year prior to the one that was typed. (PL-39712)
      • Xero - Fixed a sync issue where data was not syncing with Method. (PL-41218)

      Regards,

      Courtney

    • Method Updates - May 24th, 2023

      The following updates are now live for users of Method

      New Features / Updates

      • QBO/QBDT - Added a feature to update the quantity of a Bundle/Group item, will also update the quantity of its child items. (PL-41109)

      Regards,

      Hannah

    • Method Updates - May 23rd, 2023

      The following updates are now live for users of Method

      New Features / Updates

      • Sync Conflicts - Added an Unlink Button on the sync conflicts system page to fix Bills 'LinktoTxn' conflicts. (PL-40996)

      Fixes

      • QBO - Fixed an issue for being unable to update the purchase price on Inventory Items. (PL-41200)
      • Work Orders - Fixed an issue where a user could not create an invoice from a copied Work Order. (PL-41032)

      Regards,

      Nicolas

    • Method Updates - May 16, 2023

      The following updates are now live for users of Method

      Fixes

      • Sync - Fixed an issue with the description of Group Items getting erased after Sync on POs and Bills. (PL-41095)
      • Sync - Fixed an issue with invoices not providing a clear message when no line items are present. (PL-39683)
      • REST API - Fixed an issue that was preventing the API system page to load in some scenarios. (PL-41135)
      • Sync - Fixed issue an issue with supporting single-character email addresses. (PL-39018)

      Regards,

      Nicolas

    • Method Updates - May 11th, 2023

      The following updates are now live for users of Method

        Fixes

        • Signature - Made slight improvements to the performance of the signature widget on mobile devices. (PL-39337)

        Regards,

        Courtney

      • Method Updates - May 10th, 2023

        The following updates are now live for users of Method

        Fixes

        • Xero - Fixed an issue that prevented sync from completing for some accounts. (PL-41086)

        Regards,

        Hannah

      • Method Updates - May 4th, 2023

        The following updates are now live for users of Method

          Fixes

          • Duplicate Entities with the same ListIds issue resolved. (PL-37354)
          • Contacts - Fixed an issue where users were able to save contacts with duplicate email addresses. (PL-40109)

          Regards,

          Courtney

        • Method Updates - May 3rd, 2023

          The following updates are now live for users of Method

          New Features / Updates

          • Tables & Fields - Added audit trail logging for any field changes. (PL-40738)
          • Payments - Improved handling of Deposit To Account and Payment Method. (PL-40978)

          Fixes

          • Sync - Fixed an issue where sync was generating an error if there were no active currencies for an account. (PL-40771)
          • Import - Added ability to update to blank values via new import tool . (PL-39021)
          • App Routines - Fixed an issue where some app routines were permanently stuck in a "Queued" status. (PL-40879)
          • Grid - Fixed an issue where the "select all records" functionality didn't work properly in some scenarios. (PL-40635)
          • Date/Time Picker - Fixed an issue where the field didn't appear disabled anymore while its change event was processing. (PL-40130)

          Regards,

          Hannah

        • Method Updates - April 27th, 2023

          The following updates are now live for users of Method

            Fixes

            • Sync - Fixed an issue with AccountCode that was preventing some accounts from syncing. (PL-40765)
            • Proposals - Fixed an issue with recurring invoices not sending on the proposal end date. (PL-40752)

            Regards,

            Courtney

          • Method Updates - April 26th, 2023

            The following updates are now live for users of Method

            New Features / Updates

            • Email Campaigns - Added the ability to filter grid in a Sent Email Campaign based on status. (PL-40666)
            • Contacts - Added lead source on customers who are converted from a lead. . (PL-40665)
            • Donations - Added “Make a Copy” button and improved designs on mobile. (PL-36619)

            Fixes

            • Sync - Fixed an issue with syncing update to Inventory Site for QBDT. (PL-40845)
            • Sync - Fixed an issue where change-only and full sync where not being logged in the audit trail. (PL-37063)
            • Date Picker - fixed an issue where date picker left padding was misaligned. (PL-40875)
            • Sync - Fixed an issue where shipping cost was not considered when determining if an estimate total would be a negative number. (PL-29285)
            • Payments - Updating error messaging. (PL-40191)

            Regards,

            Hannah

          • Method Updates - April 20th, 2023

            The following updates are now live for users of Method

            New Features / Updates

            • Bills - Updated filters on Bills List screen. (PL-40014)

              Regards,

              Courtney

            • Method Updates - April 19th, 2023

              The following updates are now live for users of Method

              New Features / Updates

              • Sync Conflicts- Improved unlink sales order from invoice to unlink all line items. (PL-40017)
              • Email Campaigns - Added the ability to Archive/Unarchive completed campaigns. (PL-40193)
              • Donor Pages - Improved ability to set the default Deposit Account. (PL-33946)

              Fixes

              • Items - Fixed an issue with QBO where newly created items were always being marked as purchase items. (PL-40496)
              • Items - Removed the '%' option for all items besides Discount and Other Charge. (PL-40678)
              • Contacts - Fixed an error in the show message when editing an Entity. (PL-40486)
              • Payments - Added a message to New/Edit payment screen if the user is trying to process a payment and there is something in the references field. (PL-40191)

              Regards,

              Hannah

            More Posts « Previous page - Next page »

            This Blog

            Syndication

            Archives