Method Community

As of January 2026, our team is now on Reddit. Have CRM, workflow, or automation questions? Join the community at r/MethodCRM.

 

Search

Page 35 of 155 (1546 items) « First ... < Previous 33 34 35 36 37 Next > ... Last »
  • Method Updates - November 5th, 2024

    The following updates are now live for users of Method New Features / Updates Proposals - Added IncomeAccount linked field to ProposalLine table. (PL-49826) Regards, Arshi
    Posted to Release Notes (Weblog) by Method_Arshi on 11-05-2024
  • Method Updates - October 31st, 2024

    The following updates are now live for users of Method New Features / Updates QBDT Sync - Update &quot;Email Instructions&quot; to use new e-mail template. (PL-49149) Work Orders - Added improvements to Work Order creation. (PL-48734) Fixes Proposals - Fixed an issue where the signature was not showing on the sent PDF agreement. ...
    Posted to Blog (Weblog) by method_Hannah on 10-31-2024
  • Method Updates - October 29th, 2024

    The following updates are now live for users of Method New Features / Updates Proposals - Updated the &#39;Require payment to accept&#39; settings to include collection of a payment method for recurring auto-paid invoices. (PL-47400) Proposals - Updated the &#39;Send&#39; tab of a draft proposal to populate the default customer notification ...
    Posted to Blog (Weblog) by Method_Arshi on 10-29-2024
  • Method Updates - October 29th, 2024

    The following updates are now live for users of Method New Features / Updates Proposals - Updated the &#39;Require payment to accept&#39; settings to include collection of a payment method for recurring auto-paid invoices. (PL-47400) Proposals - Updated the &#39;Send&#39; tab of a draft proposal to populate the default customer notification ...
    Posted to Release Notes (Weblog) by Method_Arshi on 10-29-2024
  • Method Updates - Oct 28th, 2024

    The following updates are now live for users of Method New Features / Updates Grids - Fixed an issue where initial avatars are not showing up when using card columns. (PL-49039) Donations - Added a payment method status field to the recurring donations screen. (PL-49533) Invoices - Added error handling when sending SMS over 160 characters. ...
    Posted to Release Notes (Weblog) by Method_Harman on 10-28-2024
  • Method Updates - October 24th, 2024

    The following updates are now live for users of Method New Features / Updates Proposals - Improved the preview, editing and duplication experience for engagement letter templates. (PL-46704) Proposals - Updated the terms tab to include preview and editing views of the engagement letter. (PL-46709) Estimates - Added error handling when ...
    Posted to Release Notes (Weblog) by method_Hannah on 10-24-2024
  • Method Updates - October 23rd, 2024

    The following updates are now live for users of Method New Features / Updates Opportunities - Updated the Reorders feature to improve usability in method and on the customer portal. (PL-48844) Fixes Regards, Nicolas
    Posted to Release Notes (Weblog) by Method_Nicolas on 10-23-2024
  • Method Updates - Oct 21st, 2024

    The following updates are now live for users of Method New Features / Updates Fixes Charts - Fixed an issue with the Compare As options being hidden when working with dates filters. (PL-49386) Sign-up page - Fixed an issue where the header overlapped main content. (PL-49405) Regards, Harman
    Posted to Release Notes (Weblog) by Method_Harman on 10-21-2024
  • Method Updates - October 18th, 2024

    The following updates are now live for users of Method New Features / Updates Sales Order - Added error handling when sending SMS over 160 characters. (PL-49388) Work Orders - Added error handling when sending SMS over 160 characters. (PL-49385) Fixes Send Transaction SMS - Fixed an issue where the wrong default message was populating ...
    Posted to Release Notes (Weblog) by Method_ Courtney on 10-18-2024
  • Method Updates - October 15th, 2024

    The following updates are now live for users of Method New Features / Updates Grids - Improved paging UI for editable grids. (PL-49061) Work Orders - Added external reminders support for recurring schedules. (PL-48351) Fixes Grids - Fixed an issue with paging for firefox. (PL-49319) Editable Grid - Fixed an issue where grid flickered ...
    Posted to Release Notes (Weblog) by Method_Nicolas on 10-16-2024
Page 35 of 155 (1546 items) « First ... < Previous 33 34 35 36 37 Next > ... Last »