Method Community

Hi Mahlon, Can you email me the client so we can reach out.? We've had no other reports of issues since this was resolved last night. Adam

When a person fills out the webform, is the data they put into it emailed to Method, or is it entered directly into Method? I ask because if our email server goes wonky, I don't want to lose that data. Also - any suggestions on how to add a spam filter or honeypot to the form? Thank you! Meghan

The following updates are now live for users of Method Fixes Browser - Added fix to support Method on Opera. (pl-41738) Estimates - Fixed an issue where line items featuring now inactive items were allowed to be edited or copied over to new transactions. (PL-45146) Estimates - Added messaging when reaching email send limit. ...

The following updates are now live for users of Method New Features / Updates Email Campaigns - Updated the Preferences experience. (PL-40798) Fixes Sync Conflicts -"Unlink Purchase Order" button not working for LinkToTxn Bills sync conflicts. (PL-41673) Time Tracking - Fixed an issue where an error was being caused by large ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Fixed (#4237) - when attempting to click on the More actions > Choose email template button, the template preference screen was not being loaded. This now points to the ...

 Hey Lee, I am looking into this, I will post shortly.

 Hey Beth, If you can send me your email address, we do have a troubleshooting guide for desktop installations. You can use this to help you troubleshoot your setup. This will be made available for everyone on our website soon.

Hi John, Can you email me the Company Account name and activate the MethodSupport user? To do so, go to Customize>Users and click the Active check box next to the MethodSupport user. Thanks.  Jason

You can set the email credentials by going to Customize > My Account and clicking on Default Email Preferences. - Adam

Hey DavidD, The email is only sent to the contact who updated the profile as well as the Portal administrator (you). By default emails are not sent out when Contact information is updated within the CRM, this only happens in the portal. Hope this helps! - Ashur