Method Community

Hi Michael, I sent you a case using  your email.  I have tried this using firefox and IE. I sent this from the new CRM using new cases.   The last time i did this, the customer was asked for a username and password.  John

I have an action that attaches a Document to a Send Email action. In the February version of Method the document is not being attached. I just tested it side by side with the October version and that October still works but not February. Please fix.

The following updates are now live for users of Method New Features / Updates Mobile - Improved error logging by adding app version and OTA version. (PL-50909) Mobile - Added metadata tracking for device type on sign in. (PL-51057) Fixes Tables & Fields - Fixed an issue where unchecking the Is Unique constraint on a field did not ...

The following updates are now live for users of Method New Features / Updates Activities - Improved the experience when viewing out-of-the-box Activity Type and Status records, for which updates are not supported. (PL-51015) Fixes Bills - Fixed a "B001 - fnSetAccounting_CleanUp" error when saving a Bill record. (PL-51634) Sync ...

The following updates are now live for users of Method New Features / Updates Invoices, Estimates, Sales Orders, Work Orders - Added email warning limit when previewing email. (PL-50886) Work Orders - Improved UI and copy for the preferences screen. (PL-50755) Transactions | Sales Receipts - New / Edit Sales Sales Receipt | Add Usage Warning ...

The following updates are now live for users of Method Fixes Sales Receipt, Purchase Orders - Fixed issue where exchange rate was not updating when updating customer. (PL-50844) Sales Receipt - Added option to add attachments to email. (PL-50368) Proposals - Updated url when payment gateway is empty during the Preview & Send warning. ...

The following updates are now live for users of Method New Features / Updates Charts - Improved the UI for when charts aren't correctly setup. (PL-42510) Grids - Improved the UI for when no records are found in editable grids. (PL-48421) Chips - Fixed the sizing of chips. (PL-47149) Chips - Updated text searches to default to Contains ...

The following updates are now live for users of Method New Features / Updates Fixes Web to Lead - Fixed an issue where vertical borders were visible on web forms. (PL-44756) Email Campaigns - Fixed an issue where clicking the link in the free email usage text navigated the user to the wrong system page. (PL-47546) Purchase Orders - Fixed ...

The following updates are now live for users of Method New Features / Updates Proposals - Added functionality that will automatically retry failed auto-payments the following day. (PL-45241) Proposals - Made improvements to the app routine by removing duplicate actions, cleaning up logic and separating functionality into new app routines. ...

The following updates are now live for users of Method New Features / Updates Proposals - Assigned a backup recipient for communications if the Assign To or the customer contact become inactive. (PL-44722) Proposals - Improved validation for sending the proposals payment expiring email. (PL-44714) Proposals - Added an activity to log ...