Method Community

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 ...

The following updates are now live for users of Method Fixes Sales Receipt, Purchase Orders - Fixed issue where exchange rate was not updating when updating customer. (PL-50844) Sales Receipt - Added option to add attachments to email. (PL-50368) Proposals - Updated url when payment gateway is empty during the Preview & Send warning. ...

The following updates are now live for users of Method Fixes Estimates - Improved logic so the exchange rate is updated when selecting a new customer. (PL-50808) Portal - Fixed inconsistent button placement on estimates mobile experience. (PL-50757) Portal - Improved padding between app tiles on customer ...

The following updates are now live for users of Method New Features / Updates Mobile - Improved the button design and layout on some stock Add/Edit Item screens. (pl-43134) Fixes Regards, Harman

The following updates are now live for users of Method New Features / Updates Classes - Added validation to prevent duplicate names. (PL-50407) Sales Reps - Added validation to prevent duplicate names. (PL-50406) Contacts - Added logic to disable the editing of inactive synced customers to avoid sync conflicts. (PL-49090) Fixes Work ...

The following updates are now live for users of Method New Features / Updates Fixes Subscriptions - Fixed next change date invoicing for annual subscriptions. (pl-50665) Chips - Fixed an issue with filtering dates using "is between" not include the last day in the period. (PL-50458) Regards, Hannah

The following updates are now live for users of Method Fixes Payments - Fixed issue where a user gets stuck if no invoices have been selected. (PL-50451) Actions - Fixed an issue where Add Attachment To Record ID action stops subsequent actions. (PL-50280) Items - Improved logic on the creation of a new category it is ...

The following updates are now live for users of Method New Features / Updates Activities - Added ability to make bulk updates. (PL-49834) Work Orders - Added the ability to customize the Work Order SMS reminders. (PL-49744) Fixes Send Email - Fixed an issue where contact detail changes were not reflected on the send email ...