Method Community

We received the following questions from Micky via email. [quote] I have signed up for a demo and am playing with the portal function. I have integrated the doc vault function and managed to add a tab to my portal called documents and it pulls from the list of document tabs available. My questions are: 1. how do I set up customer specific ...

The following updates are now live for users of Method New Features / Updates Tables & Fields - Added audit trail logging for any field changes. (PL-40738) Payments - Improved handling of Deposit To Account and Payment Method. (PL-40978) Fixes Sync - Fixed an issue where sync was generating an error if there were no active ...

The following updates are now live for users of Method Fixes Editable Grids - Fixed an issue where changes entered in text columns were not always being saved on some tablets. (PL-40432) Validation Rules - Fixed an issue where validation rules applied to decimal fields would not work. (PL-40128) Xero - Fixed an issue with tax rates which ...

The following updates are now live for users of Method New Features / Updates Merge identity-server to ms-authenticaiton repo master branch . (PL-39882) Work Orders - Added option to filter by Cancelled work orders on reports screen. (PL-24037) Fixes Import- Fixed an issue where all tables were not available to select, modified ...

The following updates are now live for users of Method New Features / Updates Proposals - Added a dropdown to set the Engagement Letter Template preference. (PL-39641) Proposals - Updated the portal screen to use a stepper instead of tabs. (PL-39631) Accounts - Added the FullName field to the Accounts list for QBDT Accounts. ...

The following updates are now live for users of Method New Features / Updates Sync - Updates to Method-only fields no longer trigger a sync for QBO and QBDT accounts. (PL-37968) Mobile - Eslint and Typescript. (PL-39040) Fixes Import- Fixed an issue where update required multiple tries. (PL-38801) Import - Fixed an issue where ...

The following updates are now live for users of Method New Features / Updates Multi-Tenancy- Billing improvements. (PL-37460) Fixes Export - Fixed an issue where users could not add spaces in script builder. (PL-37619) Editable Grids - Fixed an issue where a validation error would occur on linked fields. (PL-37592) Grids - Fixed a ...

The following updates are now live for users of Method Fixes Email campaigns - Fixed an issue where the recipient count was inaccurate on campaigns sent via the legacy Email Campaigns app. (PL-35342) Export - Fixed minor UI issues. (PL-37443) Import - Fixed an issue where the audit trail was not logging import history. ...

The following updates are now live for users of Method Fixes Calendar - Fixed an issue related to the menu not working when there were multiple calendars on a screen. (PL-37135) Calendar - Fixed an issue where settings weren't being remembered for the calendar. (PL-37083) Calendar - Fixed an issue where elements of the top header were ...

The following updates are now live for users of Method New Features / Updates Calendar - Improvements to the tile colors and the ability to set full tile color. (PL-36589) Import - Launched new import experience. (PL-36928) Multi-tenancy - Main tenant under the list of tenants is now redirected to user list . (PL-36731) Multi-tenancy- ...