Method Community

Hi all, Has anyone successfully connected Method to Power BI for reporting? We’re looking to bring in the Sales Orders, Invoices, and Estimates tables, either using the API, or any other approach. Would really appreciate any advice, examples, or pointers to documentation that helped you get started. Thanks in ...

The following updates are now live for users of Method New Features / Updates Fixes Grids - Updated issue with querying of datetime filtering in Editable Grid. (PL-53857) Tag Lists - Resolved an issue where Audit Trail shows Tags were updated via Method's IP address when invoices and estimates are created. (PL-53645) Regards, Harman

The following updates are now live for users of Method Fixes Dropdown - Fixed contact dropdown feature exhibiting inefficient behavior by implementing a debounce mechanism . (PL-53532) Regards, Courtney

The following updates are now live for users of Method New Features / Updates Fixes Email Service - Added ability to mark shared emails as "not visible" so they will be hidden from sender dropdowns. (PL-53642) Email Service - Fixed an issue where customers were unable to view sent emails on the next day after account ...

The following updates are now live for users of Method New Features / Updates Onboarding - Added Verification email for first user. (PL-49382) Fixes Editable Grids - Fixed an issue with the default Display Value when adding a new dropdown field. (PL-53697) Editable Grids - Fixed an issue with whitespace when creating formula columns. ...

The following updates are now live for users of Method New Features / Updates Work Orders - Added ability to set start time when routing. (PL-53356) Regards, Arshi

The following updates are now live for users of Method New Features / Updates Work Orders - Add ability to set start time when routing . (PL-53356) Regards, Courtney

The following updates are now live for users of Method New Features / Updates Sales Order - Updated New/Edit SalesOrder screen save actionset. (PL-52897) Fixes Email | Internal portal emails are blocked when sender email is not marked as shared. (PL-53642) Regards, John

The following updates are now live for users of Method Fixes Sync System Pages - Fixed an issue where the Integrations page was not showing up correctly for QBDT. (PL-53572) Grid builder - Fixed an issue where in some scenarios references fields was not working as expected when working with formulas. (PL-53628) Grid builder - Fixed an ...

The following updates are now live for users of Method Fixes Charts - Fixed an issue where a duplicated chart's drill-down configuration was still linked to the original. (PL-52292) Regards, Arshi