Method Community

Hi James,  Thanks for your feedback. I have created a feature request for the above features with our product team to consider this in their future developments.  -Inder

The following updates are now live for users of Method Fixes Purchase Orders and Bills - Updated logic on dropdowns that caused inventory items to be filtered out. (PL-45815) Estimates - Updated preferences on Xero to show the approvals tab. (PL-45748) Work Orders. - Fixed issue that caused work order created on the invoice app ribbon to not ...

The following updates are now live for users of Method New Features / Updates Payments - Removed inactive proposal types from the dropdown. (PL-44716) Invoices - Removed inactive proposal types from the dropdown. (PL-44715) Fixes Regards, Nicolas

The following updates are now live for users of Method New Features / Updates Proposals Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45565) Fixes App Updates - Fixed issues with app update performance. (PL-44909) Estimates - Fixed an issue where the dates shown in the customer email incorrectly ...

The following updates are now live for users of Method New Features / Updates Donor Pages - Updated the Get Notified screen to filter out inapplicable options from the email template dropdowns. (PL-45588) Work Order Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45564) Sales Receipt Preferences - ...

The following updates are now live for users of Method New Features / Updates Cases Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45567) Donation Preferences - Filtered out inapplicable options from the email template dropdowns, and updated the print template dropdowns to only show options based off ...

The following updates are now live for users of Method New Features / Updates Email Campaigns - Converted the Email From users-based dropdown to a dropdown of permitted sender addresses, to comply with new email provider security requirements. (PL-44936) New/Edit Email Template - Converted the Email From text input to a dropdown of permitted ...

Would like to see options when signing into method, where you can choose what layout screen a user can pick.

Would like to see an update to the tag features when adding additional contacts. Redundant to add existing tags to each contact. Should be able to tag one contact and have it mirror the other added contacts. Would like to see a new method sidebar layout. Entering date month and time is cumbersome, maybe add a drop down menu to navigate ...

The following updates are now live for users of Method New Features / Updates Fixes Xero Stability- Fixed an issue where creating Customer was causing an 'Unable to sync Entity' Error. (PL-45579) Purchase Orders - Removed inaccurate time from the transaction date field on the email templates. (pl-45499) Items - Fixed a bug ...