Method Community

The following updates are now live for users of Method New Capabilities Multi Currency - Enable the Currency Symbols on Transactions and Report templates. (PL-60556) Fixes Work Order - Fixed an issue where job site does not auto-populate when converted from Sales Order. (PL-60294) Mailchimp – Fixed an issue where contacts ...

The following updates are now live for users of Method Enhancements Actions - New "Split name" function added to the existing Character Functions action, which splits a string into a First Name and Last Name value. (PL-60746) Fixes Sync Conflicts - Fixed an issue where knowledge base article links were opening in the same ...

The following updates are now live for users of Method Enhancements Actions - New "Split name" function added to the existing Character Functions action, which splits a string into a First Name and Last Name value. (PL-60746) Fixes Sync Conflicts - Fixed an issue where knowledge base article links were opening in the same ...

The following updates are now live for users of Method Fixes Work Orders - Fixed an issue where job site did not auto-populate when converting from sales order. (PL-60294) Regards, Arshi

The following updates are now live for users of Method Enhancements App builder - Hide migration banner. (PL-60318) Fixes Grids - Fixed an issue with long filter names overflowing the pill in grid builder v2. (PL-57299) Grids - Fixed an issue with clicking column header triggering sort instead of selecting it to be configured in grid ...

The following updates are now live for users of Method Enhancements Currency Symbol added for Invoice,PO to some users. (PL-60648) Fixes App Routine - Fixed an issue where records inserted via app routines did not get logged in the Audit Trail. (PL-60403) Fix on where it may show disconnected incorrectly. (PL-60540) Regards, John

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: ...