Method Community

The following updates are now live for users of Method Fixes Billing - Fix for connection errors. (PL-36363) Sync - Fixed an issue with QB custom fields not showing on multi-tenant accounts. (PL-37637) Sales Orders - Fixed an issue when creating an invoice from a Sales Order where the assigned to field was not being inserted. ...

The following updates are now live for users of Method Fixes Signature - Made slight improvements to the performance of the signature widget on mobile devices. (PL-39337) Regards, Courtney

The following updates are now live for users of Method Fixes Xero - Fixed an issue that prevented sync from completing for some accounts. (PL-41086) Regards, Hannah

Hi Siccups. Thanks for reaching out to Method Community! It sounds like you're experiencing an issue with creating an opportunity via the Method API/Zapier, specifically regarding a required field "Customer". There is a help center article that provides guidance on how to create an opportunity using Zapier in Method CRM, which ...

I am attempting to create an Opportunity via the Method API/Zapier and we are receiving an error message about a required field Customer though there doesn't appear to be a place to add a customer to Opportunities.. I created a custom field in Zapier titled Customer and put the customers name in there but that does not ...

The following updates are now live for users of Method Fixes Calendar - Fixed an issue where "all day" events were not appearing as expected. (PL-40294) Manage Apps - Fixed a misspelling in the delete screen confirmation message. (PL-38921) Regards, Brian

The following updates are now live for users of Method New Features / Updates Send Email - Expanded the size of the Email Body section for easier editing. (PL-40923) Sales Orders - Added view filters for Open/Closed Sales Orders. (PL-40680) Fixes Group Items - Fixed an issue where the group header item description was being reverted ...

Hi sp9001, If you are inserting a transaction header, the number of children you can insert is 50. After that, you just have to do single record inserts for the remaining line items. I am going to log a new feature request for our development team to allow more than 50 line items.  Hope this helps! Best Regards, Inder

The following updates are now live for users of Method Fixes Duplicate Entities with the same ListIds issue resolved. (PL-37354) Contacts - Fixed an issue where users were able to save contacts with duplicate email addresses. (PL-40109) Regards, Courtney

The following updates are now live for users of Method New Features / Updates Tables & Fields - Added audit trail logging for any field changes. (PL-40738) Payments - Improved handling of Deposit To Account and Payment Method. (PL-40978) Fixes Sync - Fixed an issue where sync was generating an error if there were no active ...