Method Community

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 ...

The following updates are now live for users of Method Fixes Grid - Fixed an issue where calendar date selection was blocked on edit inside an advanced filter grid (PL-60848) Regards, Arshi

I have played around and still lost.  I was hoping that when we create a invoicew with a tag. That the tag would then go intpo the contact main screen and their portal. Is this possible?

The following updates are now live for users of Method Fixes Sync - Fixed the issue with Sales receipt conflicts "You cannot set the the rate for the given sales tax item line, use the amount field instead". (PL-61420) Date/Time Picker - Fixed an issue where it was difficult to select a time on iOS devices. (PL-59905) Email - ...