Method Community

The following updates are now live for users of Method New Features / Updates Contacts - Improved validation and error messaging to prevent the ability to try and create a sub-customer with itself as the parent. (PL-51070) Fixes Cases - Fixed an issue where submitting a new case via the portal resulted in an error if the default ...

The following updates are now live for users of Method New Features / Updates Fixes Chips - Fixed an issue with using advanced chips not setting putting focus on the most recently added criteria. (PL-50360) Grids - Fixed a UI issue where hover states were missing for icon buttons. (PL-50027) Chips - Fixed a UI issue where hover states ...

The following updates are now live for users of Method New Features / Updates Activities - Improved UI when making bulk updates. (PL-51072) Fixes Grids - Fixed an issue where checkboxes were unresponsive on editable grids. (PL-50799) Charts - Fixed an issue with data field on drill down grids. (PL-51059) New Contact - Fixed some ...

To improve relations with our members and partners, I am looking for some nice examples of how Method users have integrated Method's online forms into their website.  Right now, we use WordPress and have links to three different Shopify forms for collecting membership payments and selling t-shirts and swag.  It works, but ...

The following updates are now live for users of Method New Features / Updates Proposals - Updated portal homepage tile to navigate users to their sent proposals. (PL-50759) Proposals - Added usage warning when previewing an email. (PL-50932) Fixes Bills - Fixed an issue where the exchange rate was not updating when selecting a new ...

The following updates are now live for users of Method New Features / Updates Invoices, Estimates, Sales Orders, Work Orders - Added email warning limit when previewing email. (PL-50886) Work Orders - Improved UI and copy for the preferences screen. (PL-50755) Transactions | Sales Receipts - New / Edit Sales Sales Receipt | Add Usage Warning ...

The following updates are now live for users of Method Fixes Sales Receipt, Purchase Orders - Fixed issue where exchange rate was not updating when updating customer. (PL-50844) Sales Receipt - Added option to add attachments to email. (PL-50368) Proposals - Updated url when payment gateway is empty during the Preview & Send warning. ...

The following updates are now live for users of Method Fixes Estimates - Improved logic so the exchange rate is updated when selecting a new customer. (PL-50808) Portal - Fixed inconsistent button placement on estimates mobile experience. (PL-50757) Portal - Improved padding between app tiles on customer ...

The following updates are now live for users of Method New Features / Updates Mobile - Improved the button design and layout on some stock Add/Edit Item screens. (pl-43134) Fixes Regards, Harman

The following updates are now live for users of Method New Features / Updates Classes - Added validation to prevent duplicate names. (PL-50407) Sales Reps - Added validation to prevent duplicate names. (PL-50406) Contacts - Added logic to disable the editing of inactive synced customers to avoid sync conflicts. (PL-49090) Fixes Work ...