Method Community

The following updates are now live for users of Method. New Features Update “Get More Apps” tile on the Dashboard (PL-13367) Added count of skipped records when importing customers and leads (PL-12684) Beta version of our new Data Table control for transaction screens (PL-13031) Bugs Fixed a bug causing a ...

The following updates are now live for users of Method. Features New and Improved import wizard for Customers and Leads. (PL-10446) Error Messages Pop-ups have been revamped to show error messages in a clearer format to users (PL-12212) Improved UI for Portal Pages (Sales Receipts & ...

The following updates are now live for users of Method. Features Added validation to Tables & Fields which prevents users from deleting fields that are in use on live screens (PL-11819) Visual Enhancements to Estimate, Sales Order, and Invoice Customer Portal Pages Enabled Edit Permissions on Accounting Lists, Sales ...

The following updates are now live for users of Method. Features Added an attachments control to designer, which allows users to attach multiple files to a recordID using drag & drop functionality (PL-5875) Fresh re-design to opportunities app using a New / Edit Opportunity screen(PL-9863) Added support for print ...

The following updates are now live for users of Method. Features Implemented sync retry algorithm, improving performance of QBO sync (PL-8229) Intuit Payments for QBO is now supported on Donor Pages (PL-9328) Added the ability to reference URLs stored in action results & screen controls when using the Go To Web Page ...

The following updates are now live for users of Method. Features Method Integration Engine installer has been renamed from Setup.exe to MethodSyncInstaller.exe. (PL-7246) For Method QBDT users, the Method Integration Engine can now use an authorization code instead of account, email and password to synchronize. Please refer to ...

The following updates are now live for users of Method. Features Global Tags - Tags have received a fresh new look and are now global across all tables & apps(PL-4252) Improved UI and content for Getting Started with Method steps. (PL-6105) Fixes Update 302 redirects for IE compatibility (PL-5847) Update Drop Down UI style ...

The following updates are now live for users of Method. Features Image / File uploader - Improve validation when linking images or files (PL-5180) Fixes Issue with setting active record ID in a conditional statement (PL-5846) App updates are not updating changes to starting screens (PL-5581) Grid filtering not converting from UTC ...

The following updates are now live for users of Method. Features Detailed QB Desktop sync results show live under Preferences > QuickBooks (PL-5160) Hide unsupported payment gateways (Intuit Merchant Services, PayPal Account) (PL-5017) Updated styles on the File/Image uploader widget (PL-4270) QBDT - Add Reset QuickBooks File under ...

The following updates are now live for users of Method. Features Improved App Updates to be less intrusive to end users (PL-3992) Instant notifications of sync status on QBO Sync page (PL-3794) GmailGadget | Enable Cases tab for users of the Cases app (PL-3223) Opportunities app | Opportunity Stages have Active/Inactive flag and sort order ...