Method Community

The following updates are now live for users of Method Fixes Cases - Fixed an issue where additional columns made visible on the Cases List screen did not have a column header. (PL-36843) Navigation - Fixed an issue with clicking on the app name in the header not taking the user back to the app's start screen on chrome. ...

The following updates are now live for users of Method New Features / Updates Actions - Updated the "Call Routine" action to allow users to disable or set a custom run in background message. (PL-36013) Calendar - Ability to select which days of the week are visible in the calendar. (PL-36855) Fixes Outlook Gadget - Fixed ...

The following updates are now live for users of Method Fixes Outlook Gadget - Fixed an issue where the user would receive an error message for hidden field "EmailBody" when trying to create an activity for an email with a high character count. (PL-35220) Payments - Fixed issue where clicking a specific invoice on a payment would ...

The following updates are now live for users of Method New Features / Updates Email - Added support for connecting Gmail via OAuth instead of username and password. (PL-36784) Fixes UI - Fixed issue with grey screen overlays having different transition styles. (PL-36611) Regards, Michael

Hello James, Thanks for reaching out to Method! I did a quick test on your account and was able to successfully saved an activity without any error. I will have a Support Specialist reach out to you to assist you with the error you encounter on the screen.  In order to send activity to multiple recipients, the screen would require ...

Method CRM doesn't save the activities or follow up information in the appropriate box fields. Clicked save and back, and webpage freezes, has error codes. Troubleshoot by clearing the browser cache (opera, firefox) and still does not resolve the issue. Also, can't send multuple recipients or collaborates an activity, which is not ...

The following updates are now live for users of Method New Features / Updates Fixes QBO - Fixed issue where real-time sync was not working for multi-tenant accounts. (PL-36757) Estimates - Improved the experience when trying to email an estimate to a customer for which none of the billing contacts have an email address on record. ...

The following updates are now live for users of Method New Features / Updates Activities, Donations, Work Orders - Added a 'Reports' link directly on the list screen of these apps for easier navigation. (PL-36662) Regards, Phil

The following updates are now live for users of Method Fixes App Routines - Fixed issue for Multi-tenant accounts where app routines mistakenly appeared as scheduled across all tenants. (PL-36542) Calendar - Fixed missing events on some devices using Safari. (PL-36685) Cases- Fixed an issue where the 'appear in portal' checkbox ...

The following updates are now live for users of Method New Features / Updates Work Orders - Navigate directly to invoice if only one is being created from the work order list screen. (PL-36531) Fixes Attachments Widget - Fixed issue where the file would get corrupted during the upload process in some rare scenarios. ...