Method Community

The following updates are now live for users of Method New Features / Updates Proposals - Updated the 'Require payment to accept' settings to include collection of a payment method for recurring auto-paid invoices. (PL-47400) Proposals - Updated the 'Send' tab of a draft proposal to populate the default customer notification ...

The following updates are now live for users of Method New Features / Updates Proposals - Updated the 'Require payment to accept' settings to include collection of a payment method for recurring auto-paid invoices. (PL-47400) Proposals - Updated the 'Send' tab of a draft proposal to populate the default customer notification ...

The following updates are now live for users of Method New Features / Updates Grids - Fixed an issue where initial avatars are not showing up when using card columns. (PL-49039) Donations - Added a payment method status field to the recurring donations screen. (PL-49533) Invoices - Added error handling when sending SMS over 160 characters. ...

Matthew, I saw your website Quick Quote and it looks perfect to me. I read through the comments above and couldn't quite figure out the steps to set it up myself. How did you end up doing it? We have a company that delivers storage containers and we base the price on delivery zip-code. Thanks in advance for your help, Ross

The following updates are now live for users of Method New Features / Updates Proposals - Improved the preview, editing and duplication experience for engagement letter templates. (PL-46704) Proposals - Updated the terms tab to include preview and editing views of the engagement letter. (PL-46709) Estimates - Added error handling when ...

The following updates are now live for users of Method New Features / Updates Opportunities - Updated the Reorders feature to improve usability in method and on the customer portal. (PL-48844) Fixes Regards, Nicolas

Hi 48b, Can you make sure under the Authorization where you are using the API key the prefix of that key should be 'APIKey' followed by a space and then the TheActualKey'?  Here is an example: APIKey ThisIsAnExample. -Inder

I am getting the same error using the api. I am using zapier and am needing to update a customer here is what my PATCH method looks like. Hoping you can help. Thank you.

The following updates are now live for users of Method New Features / Updates Fixes Charts - Fixed an issue with the Compare As options being hidden when working with dates filters. (PL-49386) Sign-up page - Fixed an issue where the header overlapped main content. (PL-49405) Regards, Harman

The following updates are now live for users of Method New Features / Updates Sales Order - Added error handling when sending SMS over 160 characters. (PL-49388) Work Orders - Added error handling when sending SMS over 160 characters. (PL-49385) Fixes Send Transaction SMS - Fixed an issue where the wrong default message was populating ...