Method Community

Are you using Method Classic or New platform?

How would I create the automation?

Hello Kristine, No, tags added to an Invoice do NOT automatically flow to the Contact or Customer Portal in Method CRM. Here’s how it actually works: Tags are typically record-specific (e.g., Invoice, Opportunity, etc.) If you tag an Invoice, that tag: Stays on the Invoice record Can be used for filtering, reporting, or ...

The following updates are now live for users of Method Enhancements Multi-entity - Updated bulk invites to set the default TenantID from the user’s permitted entities, ensuring onboarding To Do items are created where they have access. (PL-61661) Fixes Grids - Fixed an issue where tab key navigation does not highlight the next line ...

The following updates are now live for users of Method Enhancements Recurrence widget - Multi-select values set on the series now propagate down to the occurrences. (PL-61444) Fixes Multi-entity - Fixed an issue where bulk-invited users could show incorrect usernames. (PL-61645) Customers & Leads – Fixed an issue where ...

The following updates are now live for users of Method Fixes Grid - Fixed an issue where calendar date selection was blocked on edit inside an advanced filter grid (PL-60848) Regards, Arshi

I have played around and still lost.  I was hoping that when we create a invoicew with a tag. That the tag would then go intpo the contact main screen and their portal. Is this possible?

The following updates are now live for users of Method Fixes Sync - Fixed the issue with Sales receipt conflicts "You cannot set the the rate for the given sales tax item line, use the amount field instead". (PL-61420) Date/Time Picker - Fixed an issue where it was difficult to select a time on iOS devices. (PL-59905) Email - ...

The following updates are now live for users of Method Fixes Search - Fixed an issue where searching by customer name returned an error. (PL-61452) Modal - Fixed an issue where empty Open Screen as a Pop-up action fields still displayed modal on runtime screens. (PL-58911) Estimate - Fixed an issue where duplicating an accepted estimates ...

The following updates are now live for users of Method Enhancements Multi-entity - Updated “Assigned To” dropdowns to include all users with access to the current entity. (PL-60519) Fixes Time Tracking - Fixed an issue where we were getting "Please supply a duration for the time activity" error. ...