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  • Re: Customer portal and responding to cases

    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
    Posted to Method:Classic General Q&A (Forum) by John M on 08-01-2011
  • BUG February Version: Send Email Action - Attaching Doc Not Working

    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.
    Posted to Method:Classic General Q&A (Forum) by Blake C on 03-04-2014
  • Method Updates - September 3rd, 2026

    The following updates are now live for users of Method New Capabilities REST API - Added REST API endpoints to list account tables and their field schemas. (PL-65244) Enhancements Estimates - Migrated the Estimate List screen to the new app builder. (PL-63090) Fixes Mobile App - Fixed an issue where a brief connectivity blip showed ...
    Posted to Release Notes (Weblog) by Method_John on 09-03-2026
  • Method Updates - July 30th, 2026

    The following updates are now live for users of Method Enhancements Email unsubscribe - Improved keyboard accessibility on the email unsubscribe page. (PL-64171) Fixes Grids - Fixed an issue where custom grid views didn't persist or apply correctly after reloading on mobile. (PL-64351) Invoices - Fixed an issue where editing invoice ...
    Posted to Release Notes (Weblog) by Method_John on 07-30-2026
  • Method Updates - December 9th, 2025

    The following updates are now live for users of Method Fixes Dashboard - Fixed an issue where a user was unable to load the insights dashboard. (PL-59268) Email Campaigns - Fixed an issue where some users were unable to click View Email on sent campaigns. (PL-58921) Email Campaigns - Fixed an issue where the analytics for sent campaigns ...
    Posted to Release Notes (Weblog) by Method_Arshi on 12-09-2025
  • Method Updates - May 1st, 2025

    The following updates are now live for users of Method New Features / Updates Fixes Email Service - Added ability to mark shared emails as "not visible" so they will be hidden from sender dropdowns. (PL-53642) Email Service - Fixed an issue where customers were unable to view sent emails on the next day after account ...
    Posted to Release Notes (Weblog) by Method_John on 05-01-2025
  • Method Updates - Mar 20th, 2025

    The following updates are now live for users of Method New Features / Updates Email - Fixed an issue where email history was removed after trial period. (PL-47019) Fixes Sales Orders, Proposals - Fixed an issue where the SMS character limit was not properly validated. (PL-52899) Invoice - Resolved an issue where customer emails were ...
    Posted to Release Notes (Weblog) by Method_John on 03-20-2025
  • Method Updates - Feb 27th, 2025

    The following updates are now live for users of Method New Features / Updates Fixes Work Orders - Fixed logic to respect the from field in the email template. (PL-52211) Proposals - Fixed an issue where the recurring payments app routine did not properly handle currency, leading to errors. (PL-51823) Estimates - Fixed an issue where users ...
    Posted to Release Notes (Weblog) by Method_John on 02-27-2025
  • Method Updates - Feb 10th, 2025

    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 ...
    Posted to Release Notes (Weblog) by Method_Harman on 02-10-2025
  • Method Updates - January 31st, 2025

    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 ...
    Posted to Release Notes (Weblog) by Method_ Courtney on 01-31-2025
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