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  • Method Updates - November 7th, 2024

    The following updates are now live for users of Method New Features / Updates Donations - Updated recurring donations app routines with improved fail-safes and payment retry logic. (PL-47143) Donations - Updated recurring donation to recognize an expired payment method and notify the assign to. (PL-49313) Donations - Added an activity for ...
    Posted to Release Notes (Weblog) by method_Hannah on 11-07-2024
  • Method Updates - November 5th, 2024

    The following updates are now live for users of Method New Features / Updates Proposals - Added IncomeAccount linked field to ProposalLine table. (PL-49826) Regards, Arshi
    Posted to Release Notes (Weblog) by Method_Arshi on 11-05-2024
  • Method Updates - October 31st, 2024

    The following updates are now live for users of Method New Features / Updates QBDT Sync - Update "Email Instructions" to use new e-mail template. (PL-49149) Work Orders - Added improvements to Work Order creation. (PL-48734) Fixes Proposals - Fixed an issue where the signature was not showing on the sent PDF agreement. ...
    Posted to Blog (Weblog) by method_Hannah on 10-31-2024
  • Method Updates - October 29th, 2024

    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 ...
    Posted to Release Notes (Weblog) by Method_Arshi on 10-29-2024
  • Method Updates - October 29th, 2024

    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 ...
    Posted to Blog (Weblog) by Method_Arshi on 10-29-2024
  • Method Updates - Oct 28th, 2024

    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. ...
    Posted to Release Notes (Weblog) by Method_Harman on 10-28-2024
  • Re: Map - Google Maps

    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
    Posted to Method:Classic General Q&A (Forum) by Ross Black on 10-25-2024
  • Method Updates - October 24th, 2024

    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 ...
    Posted to Release Notes (Weblog) by method_Hannah on 10-24-2024
  • Method Updates - October 23rd, 2024

    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
    Posted to Release Notes (Weblog) by Method_Nicolas on 10-23-2024
  • Re: Authorization Error using API Key

    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
    Posted to Method:API Q&A (Forum) by Method_Inderdeep on 10-22-2024
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