Method Community

The following updates are now live for users of Method New Capabilities UK QBO - Added currency symbols to Vendors, Customers & Leads and Bills. (PL-60305) Enhancements Multi-entity - Added pencil icon beside editable Username field in 'Add users to entities' modal for better clarity. (PL-58707) Opportunities - Increased the ...

The following updates are now live for users of Method Fixes Classic - Fixed an issue on Method Classic where an unspecified error occurs on loading WorkOrder print button (PL-60440). Regards, Harman

Hey Hallie, Are you building this automation directly in Zapier? If so, could you please share a screenshot of the Zap configuration? A 401 Unauthorized error typically indicates an authorization issue. Can you confirm whether this is being set up via the Method API or through a Zapier connection? If you’re using Zapier, please also ...

I'm trying to build an automation through Zapier to change an opportunity stage when I mark a meeting in Calendly as a no-show. The zap first finds the contact record ID, then I need to find the associated opportunity through the API (since Find Opportunity is not an out of the box function ). I keep getting an API error: ...

The following updates are now live for users of Method Enhancements Editable Grids - Custom views now appear in the App Builder preview panel. (PL-56306) Regards, John

The following updates are now live for users of Method Enhancements Editable Grids - Improvements to the styling and UI of the custom grid re-ordering experience. (PL-56634) Fixes Multi-entity - Fixed an issue where saving user access changes incorrectly triggered a Super Admin demotion warning. (PL-60058) Multi-entity - Fixed inactive ...

The following updates are now live for users of Method Fixes Editable Grid - Fixed an issue where custom view visibility toggle was applied as a global preference instead of per user. (PL-56628) Work Orders - Fixed an issue where the Printable Work Order always included an extra blank page. (PL-60101) Regards, Arshi

The following updates are now live for users of Method Fixes Editable Grid - Fixed an issue where the custom view Reset and Save as new view buttons did not appear in some scenarios. (PL-56759) Sales Receipts - Fixed an issue where Email Outgoing activities were recorded in the system before the email was successfully sent out. (PL-59930) UK ...

The following updates are now live for users of Method Enhancements Editable Grid - Introducing a clickable search button/icon to the search bar. (PL-60018) Schedule - Implemented a new Visit History List portal screen. (PL-59940) Schedule - Implemented a new Upcoming Visit List portal screen. (PL-59934) Fixes Editable Grid - Fixed ...

Thanks, Brooke, for sharing your feedback with us. I’ll pass this along to the Product team for consideration in future development.