Method Community

The following updates are now live for users of Method New Features / Updates Email Campaigns - Added a status column to the recipient grid on the view campaigns screen.(PL-38156) Email Campaigns - Modified analytics to calculate more accurately for emails sent & emails opened.(PL-38170) Portal Theming- Ability to brand customer Portals. ...

The following updates are now live for users of Method Fixes Send Email screen - The value for the To Be Included in Email checkbox on attachments now carries over properly from the selected email template. (PL-31494) Time Tracking - Fixed issue that allowed entering a negative duration. (PL-32076) Zapier - Fixed error when trying to ...

The following updates are now live for users of Method New Features / Updates Accessibility - Desktop Shell. (PL-30415) Accessibility - API System Page. (PL-30381) Accessibility - Signature component. (PL-30272) New/Edit Sales Order - Better handling of currency in notification email..(PL-30089) Send Email - Better ...

The following updates are now live for users of Method Updates Field Services - Offering Sign Up Page. Fixes Creating a dropdown field in a multi-tenancy account will now default the values in the dropdown to the current tenant instead of the main tenant. (PL-29630) Fixed an issue with using the 'Prepare for Accounting' action ...

The following updates are now live for users of Method New Features / Updates Personalize your account by adding your display photo under the newly updated Profile Page. Donation Email Editor - Respect 'Email From' when provided by selected email template. Fixes Fixed issue where some fields appeared blank when value is 0 on ...

The following updates are now live for users of Method. New Features Further enhancements for Editable Grids that help with header alignment, editable or read only state, and confirmations (PL-13823) Relocation and icon change of the “+” icon for setting an image for a contact (PL-14562) Renaming of Data Tables ...

The following updates are now live for users of Method. Features Simplified workflow on download sync engine from email page (PL-8039) Fixes Fixed issue where sync the authorization code sent to an existing method user was linked to the sender. It is now linked to the user sent the instructions ...

The following updates are now live for users of Method. Features Go To Record on Resolve Conflict to give yourself access. (PL-3954) Avoid QBDT Duplicate Entity Conflicts by appending (2) on duplicate detection. (PL-3799) Opportunities App | More out of the box filters, more charts, filter charts based on time range and redesigned New ...

The following updates are now live for users of Method.  Fixed issue with reminder preferences to ensure reminders can be enabled / disabled at the company level (Ticket 1910) Fixed issue whereby email reminders were not sent if personal email server preferences are set (Ticket PL-1908) Fixed issue with notification preferences whereby ...

The following updates are now live for users of Method:Classic.  Improved QuickBooks sync connection failure. (Ticket AS-986) Fixed issue with times on Time Tracking entries for QBO. (Ticket AS-781) Fixed issue with colons causing some customers not to sync. (Ticket AS-938) Email and Country is now passed when using Credit Card ...