Method Community

The following updates are now live for users of Method New Features / Updates Accounting Fields - Investigation/Migration for table accReceivePayment and Subtables. (PL-42285) QBO upgrade - Updated to minor version 33 of QBO API. (PL-42211) Sales Orders - Added ability to include deposit information on Sales Orders. ...

The following updates are now live for users of Method New Features / Updates QBO Minor Upgrade - Added the fetching of 'UsingProgressInvoicing' setting for QBO minor version 32. (PL-42210) QBO - Improved the functionality for IsTaxable and Tax Exemption Reason to handle sync conflicts. (PL-21826) Time Tracking - New ability to ...

The following updates are now live for users of Method New Features / Updates Payment Gateways - Updated the help video on the payment gateways settings page to match the updated experience. (PL-42229) Sales Order - Removed a redundant 'Add Item' button that was being displayed on mobile. (PL-42142) Fixes Tags - Fixed an issue ...

The following updates are now live for users of Method Fixes Google Calendar - Unable to connect to the Google Calendar . (PL-41714) New/Edit Opportunity - Fixed an issue where warning message was displaying every time a user converted an opportunity to another transaction. . (PL-42231) Regards, Nicolas

The following updates are now live for users of Method New Features / Updates Purchase Order - removed the extra "Add Item" button on the edit screen. (PL-42144) Fixes Import - Fixed an issue where the success message was misleading users and not highlighting the error values. (PL-38746) Import- Fixed an issue where the ...

Thanks for the additional information. We don't have a specific URL that might help you achieve this but here is a workaround that you could try: Create a field on the Contacts table called "ContactURL". Have a AppRoutine that populates a MiURL into ContactURL if it is empty, using the Create Short Method URL action. On the ...

The following updates are now live for users of Method New Features / Updates Payment Gateways - New UI for the payment gateway configuration tool. Can now also connect to multiple payment gateways, and set rules based on payment method. (PL-41189) Fixes AlocetSystem - Fixed an issue where the App routine was failing when using the ...

The following updates are now live for users of Method New Features / Updates Estimates - Fixed minor defects affecting the deposits flow. (PL-42075) Portal - Updated the Guest Customer New Contact screen to change field name to "Salutation" . (PL-42086) Insights Dashboard - Added a new Screnlet to show Ongoing Email Campaigns. ...

I want to create a hyperlink to a record in Method that I can copy into an email or chat or other document. I can use the REST API if required. The RecordIDs returned in the REST API look like simple numbers (e.g. 1, 24, 356, etc). But the URL shown in my browser's address bar appears to bare no relation to this ID. It looks more like ...

Hi thom, Can you please provide additional information on what are you trying to achieve? What is the use case scenario? The reason I am asking is to better understand the requirement so that I can guide you better. Regards, Inder