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  • Method Updates - May 22nd, 2025

    The following updates are now live for users of Method New Features / Updates Fixes Actions - Fixed an issue where the Show/Hide Controls on Screen action did not properly show/hide Chart objects. (PL-38463) Attachments - Resolved an issue where images from estimates were not transferring over to a converted sales order. ...
    Posted to Release Notes (Weblog) by Method_John on 05-22-2025
  • Method Updates - May 21st, 2025

    The following updates are now live for users of Method New Features / Updates Recurrence Widget - Improved flow when a user sets the start date in the past. (PL-20737) Regards, Nicolas
    Posted to Release Notes (Weblog) by Method_Nicolas on 05-21-2025
  • Method Updates - May 20th, 2025

    The following updates are now live for users of Method New Features / Updates Payments - Minor adjustment to show "loading" instead of "not connected" when retrieving payment gateway status. (PL-44521) System pages - Fixed tooltips on mobile for subscription page. (PL-54063) Fixes Regards, Harman
    Posted to Release Notes (Weblog) by Method_Harman on 05-20-2025
  • Method Updates - May 15th, 2025

    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
    Posted to Release Notes (Weblog) by Method_John on 05-15-2025
  • Method API file download issue

    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 ...
    Posted to Method:API Q&A (Forum) by KyleF on 05-13-2025
  • 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
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