Method Community

The following updates are now live for users of Method Fixes Items - Fixed an issue where line sort order is changing after sync specifically for Items with category. (PL-41276) Estimate App - Fixed an issue where line items are changing the line order upon sync. (PL-41220) Sales Orders - Fixed an issue where Sales Order numbers were not ...

The following updates are now live for users of Method Fixes Date/Time Picker - Fixed an issue when manually editing the date would change the year in some scenarios. (PL-24510) Date/Time Picker - Fixed an issue when typing a year would select Dec 31st of the year prior to the one that was typed. (PL-39712) Xero - Fixed a sync issue where ...

The following updates are now live for users of Method New Features / Updates QBO/QBDT - Added a feature to update the quantity of a Bundle/Group item, will also update the quantity of its child items. (PL-41109) Regards, Hannah

The following updates are now live for users of Method New Features / Updates Sync Conflicts - Added an Unlink Button on the sync conflicts system page to fix Bills 'LinktoTxn' conflicts. (PL-40996) Fixes QBO - Fixed an issue for being unable to update the purchase price on Inventory Items. (PL-41200) Work Orders - Fixed an ...

The following updates are now live for users of Method Fixes Sync - Fixed an issue with the description of Group Items getting erased after Sync on POs and Bills. (PL-41095) Sync - Fixed an issue with invoices not providing a clear message when no line items are present. (PL-39683) REST API - Fixed an issue that was preventing the API system ...

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 ...