Method Community

The following updates are now live for users of Method Fixes App Ribbons - Fixed an issue where New/Edit Activity screen inside an app ribbon did not refresh after sending email (PL-60685) Grids - Fixed an issue where duplicate records are created from modal save after entering information inside a grid in a modal (PL-61206) Items - ...

The following updates are now live for users of Method Fixes Actions - Fixed an issue with file URLs causing action execution errors. (NCNG-619) [No Code] Dashboard - Insights Beta is not displaying accurate data. (PL-61491) Method Pay - Issues and errors when accessing the Payment Gateways page in Alocet. (PL-61720) Multi-entity - Fixed an ...

The following updates are now live for users of Method Enhancements Onboarding - Implemented stockapp welcome banners and app empty state overlays. (GROW-9) Fixes Grids - Fixed an issue preventing columns from being deleted in grid builder v2. (NCNG-688) Regards, Courtney

There are various ways to achieve this with the help of customization. Here is the link to our help center article that covers App Routines. Also, if you wish to do it by yourself, here is the link to our Customization section. We also offer in-house consulting. If you wish, we can help you build as well. Let us know if you need ...

New Platform

Are you using Method Classic or New platform?

How would I create the automation?

Hello Kristine, No, tags added to an Invoice do NOT automatically flow to the Contact or Customer Portal in Method CRM. Here’s how it actually works: Tags are typically record-specific (e.g., Invoice, Opportunity, etc.) If you tag an Invoice, that tag: Stays on the Invoice record Can be used for filtering, reporting, or ...

The following updates are now live for users of Method Enhancements Multi-entity - Updated bulk invites to set the default TenantID from the user’s permitted entities, ensuring onboarding To Do items are created where they have access. (PL-61661) Fixes Grids - Fixed an issue where tab key navigation does not highlight the next line ...

The following updates are now live for users of Method Enhancements Recurrence widget - Multi-select values set on the series now propagate down to the occurrences. (PL-61444) Fixes Multi-entity - Fixed an issue where bulk-invited users could show incorrect usernames. (PL-61645) Customers & Leads – Fixed an issue where ...