Method Community

The following updates are now live for users of Method Fixes Sign In - Fixed an issue where email change verification links could fail after multiple requests. (PL-61171) Regards, Courtney

The following updates are now live for users of Method New Capabilities Multi-Select DropDown - Multi-Select now supported within recurrence widget. (PL-61444) Multi-Select DropDown - Multi-Select now supported within grids. (PL-61239 ) Enhancements Method Pay - Updates to the CTAs, buttons, and connection status pill on the Payment ...

Hi Rafael, In QuickBooks Desktop (QBDT), the “To be Printed” and “To be Emailed” options are not settings that can be configured at the customer level by default. How it works in QBDT To be Printed and To be Emailed are transaction-level flags. They are set when creating the transaction (Invoice, Estimate, Sales ...

The following updates are now live for users of Method Fixes App Ribbons - Fixed an issue where "Request Limit Exceeded" message appears when accessing apps inside an app ribbon. (PL-61489) Regards, Phil

The following updates are now live for users of Method Enhancements Schedule - Added reschedule time preferences to the wait list blocks, and enabled moving visits to and from the wait list. (PL-61370) Schedule - Enabled the Wait List tab on the Scheduling Calendar. (PL-61327) Editable Grids - Adding more flexibility to the configuration of ...

The following updates are now live for users of Method Enhancements Schedule - Added reschedule time preferences to the wait list blocks, and enabled moving visits to and from the wait list. (PL-61370) Schedule - Enabled the Wait List tab on the Scheduling Calendar. (PL-61327) Fixes Schedule - Fixed an issue where an error message was ...

In my QuickBooks Desktop setup, the Is to be Printed and Is to be Emailed fields are configured at the customer profile level. When invoices are created manually, those fields correctly follow the customer's profile settings. I am using Method's API to create invoices in bulk (dozens at a time), syncing data from Aspire to QuickBooks ...

The following updates are now live for users of Method Enhancements Modal - Updated close pop-up action panel layout in action editor. (PL-60942) Fixes Action Editor - Fixed an issue where resizing the screen would close action editor. (NCNG-164) Regards, Courtney

The following updates are now live for users of Method Enhancements Donations - Clicking the “Add new” link within the Customer dropdown on the New/Edit Donation screen now opens a quick-add pop-up screen. (PL-60447) Send Email - Clicking the “Add new” link within the Contact dropdown on the Send Email screen now opens ...

The following updates are now live for users of Method Enhancements Home - Updated insights section to refresh daily. (GROW-17) Jobs - Clicking the "Add new" link within the Contact dropdown on the Create Job screen now opens a quick-add pop-up screen. (PL-60443) Fixes Sync Conflicts - Fixed an issue where clicking “Show ...