Method Community

The following updates are now live for users of Method New Features / Updates Work Orders - Added logic so only users with edit permissions can create or edit a work order. (PL-27888) Proposals - Added logic so the preference chosen for the Engagement Letter Template is reflected when sending a Proposal or viewing the acceptance letter. ...

When I'm creating a new contact record with the API or even with an action set. The new contact type is always "OtherName" Does anyone know what is causing this? Or how I can go about automatically making a new contact record without it saying this? It should just be "Customer" but I cannot figure it out.

The following updates are now live for users of Method New Features / Updates Items - Fixed an issue where fields were not validated with a new validation feature. . (PL-26337) Fixes Audit Trail - Fixed formatting & an issue that prevented filtering by time. . (PL-39581) Multi-tenancy - Fixed an issue for an account where the ...

The following updates are now live for users of Method: New Features / Updates Email Templates - Updated logic so stock Method email templates can no longer be edited directly without making a copy first. Gives users the ability to revert back to the original and receive updates from Method. (PL-38754) Regards, Brian

Hi, Yes, you can use an API to create a customer app where a customer's data is available to that customer. An API (Application Programming Interface) allows you to interact with an external service, such as a database, and retrieve or modify data in a secure manner. By integrating an API into your customer app, you can retrieve customer data ...

The following updates are now live for users of Method New Features / Updates Proposals & Donations - Updated the tab styles' height and padding on the screen. (PL-39524) Fixes Activity type - Fixed an issue with enabling "Cause reminder". (PL-39576) Multi-tenancy- Fixed an issue where user permissions weren't ...

The following updates are now live for users of Method New Features / Updates Work Orders, Field Crew, Activities - Added a filter on Calendar to hide canceled events. (PL-36532) Regards, Nicolas

The following updates are now live for users of Method: Fixes Payments - Fixed an issue where clicking the save button also processed the payment (Xero). (PL-39053) Regards, Brian

Here's the trick, you need to add to the ItemInventory table, not the Item table. Kinda confusing....but the Item table is more of a "view" of all the types of item tables.  And yes, we should be making that more obvious via the API. I tried, using PostMan to create an item in the ItemInventory table, and can confirm that ...

The following updates are now live for users of Method New Features / Updates Work Orders - Updated and added header for New / Edit Work Order screen. (PL-39418) Sales Transactions - Added logic to prevent invalid tax options from being applied to Subtotal tax items (QBDT). Fixes Work Orders - Fixed an issue where Field Crew notes were ...