Method Community

The following updates are now live for users of Method New Features / Updates Email Campaigns - Updated emails to be categorized as marketing. (PL-45019) Reports - Updates to some of the stock app Reports screens to leverage the new chart drill-down functionality. (Activities, Invoices, Work Orders, Cases, Opportunities). ...

I believe that, from within Method, we can create an estimate, print it and then save that file to the job so it would then be available from the API. What I am looking to do is to complete the process from the API without the need to login into Method. Can you confirm this is possible? Thanks!

Hi Greg, Absolutely! We do have a dedicated endpoint that can assist you in achieving your goal. You can find detailed information and instructions in our API Documentation. Simply follow this link: API Documentation This documentation will guide you through the process and provide all the necessary resources. If you have any further ...

Is it possible to either download the PDF Estimate directly or retrieve a link to download the PDF Estimate via the API?

The following updates are now live for users of Method Fixes Sync - Fixed an issue where customer leads are not converting to Customers when transaction syncs. (PL-45844) Payments - Fixed an issue where the payment record did not get logged correctly when paying more than one invoice on the portal in some scenarios. ...

The following updates are now live for users of Method New Features / Updates Send Email Action - Will now include the option to flag emails as Marketing and append an unsubscribe link in the header on supported email providers. (PL-45138) Fixes Charts - Fixed an issue where saving a chart was slow. (PL-45860) Regards, Nicolas

The following updates are now live for users of Method New Features / Updates Insights Dashboard - Updates to the stock screenlets featuring Charts to leverage the new drill-down functionality. (PL-45816) Fixes QBO - Fix for the 'IsPrintItemsInGroup' field not holding the expected values at the transaction line level. ...

The following updates are now live for users of Method Fixes Sync Conflicts - Fixed conflicts related to transaction lines referencing SalesTaxCode from the wrong tenant in multi-tenant accounts. (PL-45707) Regards, Courtney

Hi James, Can you please elaborate a little bit on this request? If you can share any examples of what you would like to see, this will help me to guide you in the right direction or share it with my product team for future developments.  - Inder

Hi James,  Thanks for your feedback. I have created a feature request for the above features with our product team to consider this in their future developments.  -Inder