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  • Method Updates - July 18th, 2023

    The following updates are now live for users of Method New Features / Updates Fixes Work Orders - Fixed an error caused by deleting an invoice linked to a work order. (PL-41948) Regards, Nicolas
    Posted to Release Notes (Weblog) by Method_Nicolas on 07-18-2023
  • Api for invoice and Time

    Hello, 1.&nbsp;This is the API documentation I found from MethodCRM https://developer.method.me, but I could not find the API for sending data regarding Time (this is the set of data that we need to sync as&nbsp; below image) 2.&nbsp;I would like to get documentation that guide us about the description of the payload (eg: each field ...
    Posted to Method:API Q&A (Forum) by Slcoder on 07-17-2023
  • Method Updates - July 17th, 2023

    The following updates are now live for users of Method New Features / Updates Estimates - Adding hidden functionality for deposits &amp; approvals. (PL-41824) Regards, Brian
    Posted to Blog (Weblog) by Method_Brian on 07-17-2023
  • Method Updates - July 14th, 2023

    The following updates are now live for users of Method New Features / Updates Sales Receipts - Updated advanced filter on the grid to be consistent with other transactions. (PL-41030) Dashboard&nbsp;-&nbsp;New list&nbsp;to keep track of active proposals. (PL-40625) Fixes Tables &amp; Fields - Fixed an issue where making a field required ...
    Posted to Release Notes (Weblog) by Method_Harman on 07-14-2023
  • Method Updates - July 14th, 2023

    The following updates are now live for users of Method. New Features / Updates Sales Receipts - Updated advanced filter on the grid to be consistent with other transactions. (PL-41030) Screenlet -New screenlet to keep track of active proposals. (PL-40625) Fixes Tables &amp; Fields - Fixed an issue where making a field required was ...
    Posted to Blog (Weblog) by Method_Harman on 07-14-2023
  • Method Updates - July 13th, 2023

    The following updates are now live for users of Method Fixes Actions - Fixed an issue where some Conditional Statement actions generated an error relating to comparing strings as date/time. (PL-38575) Editable Grids - Fixed an issue where the export functionality was not working. (PL-41283) Regards, Courtney
    Posted to Release Notes (Weblog) by Method_ Courtney on 07-13-2023
  • Method Updates - July 12th, 2023

    The following updates are now live for users of Method New Features / Updates New features allowing users and customers to update the auto-payment method on a proposal through the customer portal and proposals app. (PL-39323) Regards, Hannah
    Posted to Release Notes (Weblog) by method_Hannah on 07-12-2023
  • Method Updates - July 07th, 2023

    The following updates are now live for users of Method New Features / Updates Fixes Fixed -&nbsp;Processed Payments from the portal are not recorded in Method. (PL-41815) Regards, Harman
    Posted to Release Notes (Weblog) by Method_Harman on 07-07-2023
  • Method Updates - June 30th, 2023

    The following updates are now live for users of Method Fixes Push Notification - Fixed an issue where multi-tenant accounts were unable to send notifications to some users. (PL-41767) Work Orders - Fixed an error when routing contacts with the same address. (PL-40989) Regards, Harman
    Posted to Release Notes (Weblog) by Method_Harman on 06-30-2023
  • Method Updates - June 29th, 2023

    The following updates are now live for users of Method Fixes Gmail Sidebar - Fixed an issue where merge fields not showing value for follow-up activities emails. (PL-40484) Regards, Courtney
    Posted to Release Notes (Weblog) by Method_ Courtney on 06-29-2023
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