Method Community

The following updates are now live for users of Method Fixes Grid Builder - Fixed an issue with Mailchimp. (PL-52848) Estimates- Fixed an issue where the total was not updating after deleting the line Items. (PL-52637) Work Orders - Fixed an issue where some controls overlapped each other in some scenarios. (PL-51713) Sales Receipts, Work ...

The following updates are now live for users of Method New Features / Updates Email - Fixed an issue where email history was removed after trial period. (PL-47019) Fixes Sales Orders, Proposals - Fixed an issue where the SMS character limit was not properly validated. (PL-52899) Invoice - Resolved an issue where customer emails were ...

The following updates are now live for users of Method New Features / Updates Signup - Updated 'Signup with Intuit' button to attract QBO users and guide QBDT users to alternative signup methods. (PL-50739) Fixes Email Settings - Fixed an issue where email signature was not saving. (PL-52680) Transactions - Fixed an issue where ...

The following updates are now live for users of Method Fixes Actions - Fixed an issue where actions were not processed as expected in some scenarios unless a Show Message was used. (PL-52289) Regards, Arshi

The following updates are now live for users of Method New Features / Updates Fixes Estimates - Fixed an issue where converting to invoice was not carrying over line items. (PL-52511) Invoices - Fixed an issue where wait for sync approval was not being respected. (PL-51871) Reports - Fixed an issue where date/time fields in reports were ...

The following updates are now live for users of Method Fixes Editable Grids - Fixed an issue where validation rules were showing for the incorrect field type. (PL-52675) Editable grids - Fixed an issue with the hide/show not displaying correctly on mobile. (PL-52323) Calendar - Fixed incorrect icons for the down arrow and updated the ...

Ah! Sorry, my screenshot didn't show either!  (My reply didn't show up immediately so I didn't notice it.) 

I tried to reply with a screen shot but it is not showing up in the thread.  I will try to get ahold of someone to see if we can get that feature flag turned on for us. Thank you

Hi, Drabert! Great question.  It is possible to customize and edit screenlets, but considering the insights dashboard is still in beta, we have the customization aspect behind a feature flag.  However, it does require a strong understanding of customization. I would highly recommend talking to your account manager to discuss ...

I was wondering if it was possible to create our own and edit the existing screenlets for the dashboards.  I am looking to create an executive dashboard and was hoping to create a "Total Sales" metric that would show how much our company did in sales for a day.  Right now I am experimenting with graphs that have a single day ...