Method Community

The following updates are now live for users of Method New Features / Updates Email settings - Added a new provider summary page that provides advanced detail on email delivery. (PL-47390) Fixes Actions - Fixed an issue where paste below was not working as expected. (PL-42724) Regards, Courtney

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Contact Fixed (#4712) - Addressed issue where the contact email being sent was not respecting the BCC or CC set in the email templates. (QBD,QBO) Cheers, Michael

pdirect- You can send me an email and we can set up a time. Premium Support/Consulting is $125.00 an hour, we charge in 30 minute blocks. -Michael

It would be great if the datetime of activity defaulted to email datetime rather than current datetime.  Or Is this a setting that I missed?

The following updates are now live for users of Method New Features / Updates Opportunities - Added the ability to disable/enable portal reorders for group items. (PL-43546) Fixes Email - Fixed an issue where the subject for multi-tenant emails was not populated with the tenant name. (PL-38436) Regards, Hannah

The following updates are now live for users of Method Fixes Calendar - Fixed an issue where elements were overlapping in the UI. (PL-43097) Email Campaigns - Fixed an issue where the file name was not being retained on attachments. (PL-42976) Mailchimp connection error on Warehouse. (PL-43446) Regards, Hannah

When i get an email from an existing customer the gadget does not show the customer balance, and I dont see anywhere how to change that.

Hello Daniel, Thanks for reaching out. I will send a private email with more information.

Mike, Can you email me the Company Account name and turn on MethodSupport so I can take a look? Thanks, - Adam

  Ted, I can't seem to get my images attached here, so I'll email you directly. Rolf