Method Community

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 Convert ms-analytics to dotnet core. (PL-51113) Invoices - Added an "Unpaid Invoices" filter to the list screen, and updated "Non-Posted" to "Non-Synced" on Invoices, Estimates, Sales Receipts, Purchase Orders and Payments list screens. ...

The following updates are now live for users of Method Fixes Reports - Fixed an issue with the Launch Builder button missing. (PL-51667) SMS - Fixed an issue where the communication history system page did not properly display the recipient phone numbers. (PL-51172) Regards, Nicolas

The following updates are now live for users of Method New Features / Updates Grids - Fixed an issue where button orders were not showing in some scenarios. (PL-51215) HTML Editor - Improved the "Field Contains Malicious Values” validation rule to prevent more problematic values. (PL-50969) Send Email - Updated the formatting of ...

The following updates are now live for users of Method New Features / Updates Contacts - Improved validation and error messaging to prevent the ability to try and create a sub-customer with itself as the parent. (PL-51070) Fixes Cases - Fixed an issue where submitting a new case via the portal resulted in an error if the default ...

The following updates are now live for users of Method New Features / Updates Fixes Chips - Fixed an issue with using advanced chips not setting putting focus on the most recently added criteria. (PL-50360) Grids - Fixed a UI issue where hover states were missing for icon buttons. (PL-50027) Chips - Fixed a UI issue where hover states ...

The following updates are now live for users of Method New Features / Updates Activities - Improved UI when making bulk updates. (PL-51072) Fixes Grids - Fixed an issue where checkboxes were unresponsive on editable grids. (PL-50799) Charts - Fixed an issue with data field on drill down grids. (PL-51059) New Contact - Fixed some ...

To improve relations with our members and partners, I am looking for some nice examples of how Method users have integrated Method's online forms into their website.  Right now, we use WordPress and have links to three different Shopify forms for collecting membership payments and selling t-shirts and swag.  It works, but ...

The following updates are now live for users of Method New Features / Updates Proposals - Updated portal homepage tile to navigate users to their sent proposals. (PL-50759) Proposals - Added usage warning when previewing an email. (PL-50932) Fixes Bills - Fixed an issue where the exchange rate was not updating when selecting a new ...

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 ...