Method Community

How are concurrent requests processed by the api (using the same user account)? I see that the ui does not support the same account having more than one session open at the same time. The new login, ends the prior one. I would like to know what happens (or is supposed to happen) if the api has requests sent through it which overlap in this ...

The following updates are now live for users of Method. New Feature Allow transactions with Bundled items to sync if bundle item header was removed from the transaction (PL-18603). Bug Fixes Fixed an issue where Selecting Invoices will pay all Invoices even before Save (PL-18837) Fixed an issue where SendToDesktopV2 API endpoint was ...

The Lead status is used to indicate where your sales team is in the process of qualifying a lead into an opportunity. It allows you to see the status of a lead as it is being managed by your sales team. There are many different reasons to use the CRM lead status- It enables you to segment your leads based on previous sales activities and ...

Thank you.  That will be helpful.  This is straight forward when directly dropping controls based on concrete fields from the screen's primary table.  It's a different situation when the field is an abstraction of some sort.

The following updates are now live for users of Method. Bugs Fixed issue with rounding some values that had 4 decimal places (PL-18794) Fixed issue with File widget where file names where be truncated due to special characters (PL-18662) Fixed issue with Attachment widget where files where not being ...

Hello BuviJ, As of now, you can only achieve this by renaming those on the caption. I can put in a feature request with our team to handle this better in the future. -Inder

The following updates are now live for users of Method. New Features QBDT - New sync engine with updated version number that triggers the update option for customers from their current versions to the new version V24 (PL-18590). Partial Payments can now be made on the guest portal (PL-10985) A Payment buttion has been ...

I have added some controls, which need to be hooked up with custom logic in order to be populated (and sloted into an existing algorythm on the View Contact screen).  I can't set the control names / ids.  So while I might be to build some logic for them, they will never be easy to deal with in the future.  I found that playing ...

The following updates are now live for users of Method New Features Enable Method Support to Reset Quickbooks file from AlocetSystem for any account and disable the option for users (PL-18367) Bug Fixes Fixed an issue where sync is logging more calls to sync logs than necessary (PL-18802) Fixed an issue where item was a ...

The following updates are now live for users of Method. Bugs Fixed an issue where names with special characters were not displaying profile pictures. (PL-15055) Fixed an issue where Recently View Contacts was not working for tenants of a multi-tenant account. (PL-17073) Fixed an alignment issue on the invite user screen. ...