Method Community

The following updates are now live for users of Method Enhancements Sales Orders - Introducing the Quick-Add Customer Modal experience to the New/Edit Sales Order screen for QBO users. (PL-61810) Tables & Fields - Exposed the PaymentStatus field in the PaymentTransactionLog table. (PL-61687) Fixes Customers & Leads - Fixed some ...

The following updates are now live for users of Method Fixes Recurrence Widget - Fixed an issue where an extra occurrence was being generate inside a work order (PL-61296) Recurrence Widget - Fixed an issue of incorrect dates inside recurrence widget (PL-61358) Multi-Select - Fixed an issue where multi-select was no longer selectable within ...

The following updates are now live for users of Method Fixes App Ribbons - Fixed an issue where New/Edit Activity screen inside an app ribbon did not refresh after sending email (PL-60685) Grids - Fixed an issue where duplicate records are created from modal save after entering information inside a grid in a modal (PL-61206) Items - ...

The following updates are now live for users of Method Fixes Actions - Fixed an issue with file URLs causing action execution errors. (NCNG-619) [No Code] Dashboard - Insights Beta is not displaying accurate data. (PL-61491) Method Pay - Issues and errors when accessing the Payment Gateways page in Alocet. (PL-61720) Multi-entity - Fixed an ...

The following updates are now live for users of Method Enhancements Onboarding - Implemented stockapp welcome banners and app empty state overlays. (GROW-9) Fixes Grids - Fixed an issue preventing columns from being deleted in grid builder v2. (NCNG-688) Regards, Courtney

There are various ways to achieve this with the help of customization. Here is the link to our help center article that covers App Routines. Also, if you wish to do it by yourself, here is the link to our Customization section. We also offer in-house consulting. If you wish, we can help you build as well. Let us know if you need ...

New Platform

Are you using Method Classic or New platform?

How would I create the automation?

Hello Kristine, No, tags added to an Invoice do NOT automatically flow to the Contact or Customer Portal in Method CRM. Here’s how it actually works: Tags are typically record-specific (e.g., Invoice, Opportunity, etc.) If you tag an Invoice, that tag: Stays on the Invoice record Can be used for filtering, reporting, or ...