Method Community

Hey everyone - We have a new version of the API coming out, and we've pegged May 1st as the release date. This means you have until the end of April to test your code against it before it goes live. The API is pretty static, but we did some pretty big back-end changes to the code to be faster, and more up-to-date with whatever changes were ...

Bump to address the last question in my OP:  Can the filenames of reports that are attached to emails be modified? 

Magic! :)  

I think just telling you about it fixed it. "This is the April version " It is now working!

@Wylie - this feature is now available on the "April" version on the stage site (look at the option at the bottom when you sign into Method).   Just keep in mind that the April version isn't live to your customer portal yet, so go in and test it, but don't distribute the portal until April goes "live" (i.e. when ...

@Skye - I tried this on a couple accounts and couldn't reproduce.  We did do an update of the screen overnight, which might have caused the need to do a sign out and sign in if you had left Method open.....but you said that you did that already. Do you know if you are using the April version, or March version? (when you sign in, it ...

Thanks Paul! That makes sense because the months are locked and any modifications would be password protected.

I have been working with the report designer for a while now and I am trying to create a Bar Stacked chart showing the number of Opportunities Won and Lost broken down by month with one bar for each month. I have tried using the data filters in the Data tab but to no avail. I seem to be able to either get it to show the win loss ratio for the ...

On Invoice/SO/PO screens, Method handily allows us to mark emails to be sent automatically in Quickbooks. Of course its the limitations of QB that brought me to Method in the first place! QB's email templates are extremely limited (plain text only... what is this, the 90s?), and you can't attach multiple reports to an email like in ...

@Steven - yes this is possible.   However, one word of caution: don't update invoices that are outside the closing date of your QuickBooks file.  For example, if your QuickBooks has the books closed as of Dec 31st, 2011, then make sure the invoices you update are Jan 1, 2012 or greater, otherwise you'll get mucho ...