Method Community

The following updates are now live for users of Method. New Feature Updated the clear duplicates tool in AlocetSystem to support Leads and Wait for Sync Approval (PL-19178) Re-enable Sync hyperlink after 30 minutes to handle timer issues (PL-18231) Web-To-Lead has been updated enabling the ability to release multiple forms, and a ...

The following updates are now live for users of Method. New Features For QuickBooks Desktop accounts, Sync Region is now available as a session variable (PL-16391) A new session variable is now available within Action Editor to show if the user is an administrator so that it is easier to add components designed to be viewable for ...

The following updates are now live for users of Method. New Features Usability improvements for Editable Grids (PL-13549) Ability to add new records from anywhere in Method through Global Add icon “+” (PL-13907) Bugs Fixed an issue with the Class field being blanked out on save in QuickBooks ...

The following updates are now live for users of Method. Bugs Fixed an issue enabling sync with Google Calendar for the first time  (PL-13241) Fixed the alignment of the Check box column within Grids (PL-13483) Fixed an issue preventing the Refresh Control checkbox from functioning correctly ...

The following updates are now live for users of Method. Features Improved Charts feature in designer including improved workflows, the introduction of Area and Donut charts, and the ability to select from a palette of colors. (PL-12155) Bugs Fixed issue with setting multi-tenant access permissions for ...

The following updates are now live for users of Method. Features New and Improved import wizard for Customers and Leads. (PL-10446) Error Messages Pop-ups have been revamped to show error messages in a clearer format to users (PL-12212) Improved UI for Portal Pages (Sales Receipts & ...

The following updates are now live for users of Method. Features Added ability for app developers to validate text input fields:  Four new validation rules will allow app developers to define if a text input field is required, contains a valid email address, as well as the minimum and maximum characters (PL-9414) Added Help ...

The following updates are now live for users of Method. Features Greatly reduced sync time of records to QBO when making changes via Method’s API (PL-8227) Added ability to export data from a grid (PL-4923) Added a new action to allow app developers to expand & collapse sections (PL-9490) Added a new action to allow ...

The following updates are now live for users of Method. Features Confirm disconnection for users who disconnect QBO Sync & have Intuit Payments connected (PL-5848) Method now syncs with QBO Purchase Orders (PL-3247) General Transaction Screen Updates and Improvements (PL-6790, PL 6794, PL-6812) Ability to convert and Estimate to Invoice ...

The following updates are now live for users of Method. Features Merging customers in QBO now gets associated records moved in Method (PL-4743) Getting Started steps on the dashboard for new users. (PL-4658) Improved loading times on Manage Apps screen (PL-4643) Improved speeds for copying of stock app screens (PL-4696) Improved ...