Method Community

The following updates are now live for users of Method New Features / Updates Contacts App - When clicking the "Import" button on the Contact List screen, navigate directly to the Import Tool vs. going to the Import screen in the Contacts app first. (PL-37395) Fixes Estimates - Fixed an issue with creating work orders that are ...

The following updates are now live for users of Method New Features / Updates Fixes Signature - Fixed an issue where the buttons on the control disappear in certain scenarios on iOS. (PL-36995) App Ribbons - Fixed an issue with the vertical spacing of tabs in the "More" group. (PL-37052) Actions - Fixed an issue with the UI of ...

The following updates are now live for users of Method New Features / Updates Automated Emails - Sender of automated emails from Method can now be set via the Email From field on Email Templates.. (PL-29606) Transaction Notification Emails - Better handling of international and multi-currency scenarios.. (Pl-30086) New/Edit ...

The following updates are now live for users of Method New Features / Updates Automated Emails - Sender of automated emails from Method can now be set via the Email From field on Email Templates.. (PL-29606) Transaction Notification Emails - Better handling of international and multi-currency scenarios.. (Pl-30086) New/Edit ...

The following updates are now live for users of Method. Features Added Payment Processing to the Sales Receipts app (PL-4418) Introducing new ways to view the calendar including monthly and list views, and standard, vertical and horizontal views (PL-17103) Added some missing colors for buttons (PL-17345) Bugs Fixed ...

Enhancements Knowledge Base Beta - We have entered into a beta for a new "Knowledge Base" feature that lets you to link to a public, searchable and index-able knowledge base (or FAQ). It takes the solution articles you write in Method, and creates a public help document. As you make changes to solutions in Method, your knowledge ...

Hi Mike,  If you want to update current records in your Customer table with an import, make sure you check the Update existing records by matching the key fields box. Then, you can choose the RecordID as the field used to match the records. See my screenshots below. I tested this using the Customer table and I changed the ...

Hi swm023, I have a more up to date suggestion that is easier to implement then by using that Import/Export tool suggestion but I have one question.  What kind of view are you trying to filter and what is your criteria? You can only filter a table based out of the fields that are currently available in that table. Since you are refering ...

I don't think any of the sales rep cahnges are implemented, but I'd have to go through all of them. The problem in QB is that when you create a new customer, you pick a sales rep. That sales rep is automatically assigned to each job type (eg. Main Acocunt). It can't be changed unless you export/change/re-import. I thought method would ...

I have the following message on my import screen. It says 10 minutes but has been there for over an 3 hours. ERROR:Login Failed: If you have attempted to log in several times, please wait 10 Minutes before trying again.