Method Community

The following updates are now live for users of Method New Features / Updates System Pages - Updated page naming convention. (PL-54448) Fixes Actions - Fixed an issue where the "In List" criteria did not work as expected when comparing dates as days of the week. (PL-40052) Regards, Nicolas

Hi BW, Yes, Method does offer an open API that can be used to connect with external reporting tools like Power BI. You can bring in data from tables such as Sales Orders, Invoices, and Estimates using our API endpoints. Here is the API documentation to help you get started. This should provide a solid foundation for building your connection. ...

The following updates are now live for users of Method New Features / Updates Fixes Chart - Added table header component/element when exporting CSV from chart drill down . (PL-54450) Regards, Arshi

The following updates are now live for users of Method New Features / Updates Fixes Recurrence Widget - Improved the UX when adding a Start Date in the past. (PL-20737) Runtime - Resolved an issue when checking permissions in portal. (PL-53982) Tags List - Resolved tags list formatting issue. (PL-54008) Regards, Courtney

The following updates are now live for users of Method New Features / Updates Fixes Actions - Fixed an issue where the Show/Hide Controls on Screen action did not properly show/hide Chart objects. (PL-38463) Attachments - Resolved an issue where images from estimates were not transferring over to a converted sales order. ...

The following updates are now live for users of Method New Features / Updates Recurrence Widget - Improved flow when a user sets the start date in the past. (PL-20737) Regards, Nicolas

The following updates are now live for users of Method New Features / Updates Payments - Minor adjustment to show "loading" instead of "not connected" when retrieving payment gateway status. (PL-44521) System pages - Fixed tooltips on mobile for subscription page. (PL-54063) Fixes Regards, Harman

The following updates are now live for users of Method New Features / Updates Fixes Grid - Resolved datetime range filtering issue where EST dates were considered as EDT . (PL-53858) Regards, John

Hey everyone, I'm trying to write a script that will download attachments from multiple activities using the API. I'm using an API key for authentication. I've been able to use the key to get information about closed activities for a day, filter through these activities for a specific type, and then get fileID's for those ...

The following updates are now live for users of Method New Features / Updates Calendar - Added the ability to change the resources on the calendar and the resource filter is now persistent. (PL-53692) Regards, Courtney