Method Community

The following updates are now live for users of Method New Features / Updates Fixes Grid - Resolved datetime range filtering issue where EST dates were considered as EDT . (PL-53858) Regards, John

Hey everyone, I'm trying to write a script that will download attachments from multiple activities using the API. I'm using an API key for authentication. I've been able to use the key to get information about closed activities for a day, filter through these activities for a specific type, and then get fileID's for those ...

The following updates are now live for users of Method New Features / Updates Calendar - Added the ability to change the resources on the calendar and the resource filter is now persistent. (PL-53692) Regards, Courtney

The following updates are now live for users of Method New Features / Updates Subscription - Added monthly discount visibility and improved screen design. (PL-53189) System Pages V4- Added Authorization code option for QBDT Sync pages. (PL-52026) Fixes Runtime - Resolved an issue when updating a record within a tenant table. ...

The following updates are now live for users of Method Fixes Notifications - Fixed an issue on the Notifications settings page where the Save button was not immediately disabled after clicking. (PL-53632) Regards, Arshi

Hi all, Has anyone successfully connected Method to Power BI for reporting? We’re looking to bring in the Sales Orders, Invoices, and Estimates tables, either using the API, or any other approach. Would really appreciate any advice, examples, or pointers to documentation that helped you get started. Thanks in ...

The following updates are now live for users of Method New Features / Updates Fixes Grids - Updated issue with querying of datetime filtering in Editable Grid. (PL-53857) Tag Lists - Resolved an issue where Audit Trail shows Tags were updated via Method's IP address when invoices and estimates are created. (PL-53645) Regards, Harman

The following updates are now live for users of Method Fixes Dropdown - Fixed contact dropdown feature exhibiting inefficient behavior by implementing a debounce mechanism . (PL-53532) Regards, Courtney

The following updates are now live for users of Method New Features / Updates Fixes Email Service - Added ability to mark shared emails as "not visible" so they will be hidden from sender dropdowns. (PL-53642) Email Service - Fixed an issue where customers were unable to view sent emails on the next day after account ...

The following updates are now live for users of Method New Features / Updates Onboarding - Added Verification email for first user. (PL-49382) Fixes Editable Grids - Fixed an issue with the default Display Value when adding a new dropdown field. (PL-53697) Editable Grids - Fixed an issue with whitespace when creating formula columns. ...