Method Community

The following updates are now live for users of Method New Features / Updates Activites - Added a tab experience on the list screen, making it easier to switch between calendar and list view. (PL-46303) Fixes Grids - Fixed an issue where the record count was incorrect on paging.(PL-47155) Work Orders - Fixed a UI issue when clicking on ...

The following updates are now live for users of Method New Features / Updates Time Tracking - Added logic to hide and show relevant button option for QBDT. (PL-42923) Fixes Regards, Arshi

The following updates are now live for users of Method New Features / Updates Email Settings - Failure reason will now display when attempting to authenticate a domain. (PL-45308) Fixes Estimates - Added logic when a deposit is paid to sync the transaction. (PL-47277) Activites - Fixed the Save & New experience to set focus on the ...

 followed the instructions on Method to add a birthday field, but I’m running into an issue. When I reach the last step to add the field to the collection form, it’s not available in the drop-down menu. Here’s the link to the article I’m following: ...

Hi everyone, I’m looking for some advice on how to integrate our payment workflow with Method. My company doesn’t process payments directly from consumers. Instead, we collect their credit card information and pass it on to the cruise lines using a PCI compliant form. I want to fully utilize the functionalities of Method, ...

The following updates are now live for users of Method New Features / Updates Domain Authentication - Admins will now receive an email notification when a new domain is successfully authenticated. (PL-46072) Fixes Proposals - Fixed an issue where the recurring payment app routine would stop running if a proposal customer becomes ...

The following updates are now live for users of Method New Features / Updates Activities - Added tab view on the list screen. (PL-46303) Regards, Arshi

The following updates are now live for users of Method New Features / Updates Work Orders, Field Crew - Added the ability for users to customize the SMS text messages. (PL-46843) Fixes Reports & Print Templates - Fixed an issue where the copy tool was not using the name entered by the user. (PL-39355) New / Edit Work Order | ...

The following updates are now live for users of Method New Features / Updates Fixes Communication Settings - Fixed issue with status column not appearing in search on the Email Senders table. (PL-46738) Regards, Courtney

The following updates are now live for users of Method New Features / Updates Fixes Actions - Fixed an issue where the show/hide action required a screen refresh to work as expected. (PL-46988) Payments - Fixed an issue where ReceivePayment record was not created for successful transactions . (PL-46620) Email Senders - Fixed ...