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  • Method Updates - May 9th, 2025

    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
    Posted to Release Notes (Weblog) by Method_ Courtney on 05-09-2025
  • Method Updates - May 8th, 2025

    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. ...
    Posted to Release Notes (Weblog) by Method_John on 05-08-2025
  • Method Updates - May 6th, 2025

    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
    Posted to Release Notes (Weblog) by Method_Arshi on 05-06-2025
  • Power BI integration

    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 ...
    Posted to Method:API Q&A (Forum) by CBMA_B on 05-05-2025
  • Method Updates - May 5th, 2025

    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
    Posted to Release Notes (Weblog) by Method_Harman on 05-05-2025
  • Method Updates - May 2nd, 2025

    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
    Posted to Release Notes (Weblog) by Method_ Courtney on 05-02-2025
  • Method Updates - May 1st, 2025

    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 ...
    Posted to Release Notes (Weblog) by Method_John on 05-01-2025
  • Method Updates - April 30th, 2025

    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. ...
    Posted to Release Notes (Weblog) by Method_Nicolas on 04-30-2025
  • Method Updates - April 29th, 2025

    The following updates are now live for users of Method New Features / Updates Work Orders - Added ability to set start time when routing. (PL-53356) Regards, Arshi
    Posted to Release Notes (Weblog) by Method_Arshi on 04-29-2025
  • Method Updates - April 25th, 2025

    The following updates are now live for users of Method New Features / Updates Work Orders - Add ability to set start time when routing . (PL-53356) Regards, Courtney
    Posted to Release Notes (Weblog) by Method_ Courtney on 04-25-2025
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