Method Community

The following updates are now live for users of Method. New Feature An updated Invoice Print Template is now available (PL-18063) Bugs Fixed an issue with Generate Report action where it was not respecting "Optimize" checkbox. (PL-19117) Fixed an issue with Screen Versions where in some scenarios they would ...

The following updates are now live for users of Method. New Features QBDT - New sync engine with updated version number that triggers the update option for customers from their current versions to the new version V24 (PL-18590). Partial Payments can now be made on the guest portal (PL-10985) A Payment buttion has been ...

The following updates are now live for users of Method. New Features For QuickBooks Desktop accounts, Sync Region is now available as a session variable (PL-16391) A new session variable is now available within Action Editor to show if the user is an administrator so that it is easier to add components designed to be viewable for ...

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 ...