-
The following updates are now live for users of Method.
New Feature
The Send Email application has had numerous user experience improvements (PL-14758)
A preference for the Email Campaigns app has been added to toggle whether or not "Create Acticity on Send" is checked by default (PL-17388)
The Attachment Widget has been added to ...
-
Hi BuvinJ - we do have this help article How do I find my Company Account?
-
8.5 years later...
The "company account" value is the subdomain that you access the Method web ui through for your company (or the one you are setting up the api implementation for). If you can access the ui, you have this "keyword".
When you login to your account in a browser, you have to go to <something ...
-
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 ...