Method Community

The following updates are now live for users of Method New Features / Updates Import - Deploy dark release (prepare code/environments). (PL-35638) Xero - Entity.Currency is not syncing. (PL-33049) Import - M:UI Dark release. (PL-35658) Email Campaigns - Improved email address validation on the recipient selection stage. ...

The following updates are now live for users of Method New Features / Updates Payment Gateways - New user experience for payment integration system page. (PL-33050) Tags - Accessibility improvements. (PL-32386) Editable Grids - On a grid configured to show a record selection checkbox column, the column captions will no longer disappear when ...

The following updates are now live for users of Method. Features New and Improved import wizard for Customers and Leads. (PL-10446) Error Messages Pop-ups have been revamped to show error messages in a clearer format to users (PL-12212) Improved UI for Portal Pages (Sales Receipts & ...

The following updates are now live for users of Method:Classic.  Platform Updates Fixed issue with some Gmail Gadget links displaying an error page. (Ticket AS-1333) Button states now reset after actions are finished running when using Internet Explorer. (Ticket AS-702) Fixed issue where ...

The following updates are now live for users of Method:Classic.  Platform Updates Updated purchase order line item logic so that subtotal line items do not receive a quantity by default. This resulted in QB conflicts in the past. (Ticket AS-1410) Fixed nested looping so that inner loops can process more than 500 records ...

The following updates are now live for users of Method.  Send Email Action - Added 'Email From Name' field (Ticket PL-1476) Import/Export tool is available for all administrators on an account, not just the primary administrator (Ticket PL-1407) Aligned screen copy process found in Manage Apps & Designer. ...

Hello and Welcome to Method:CRM blog post by Errol! You may remember back in January when Ben wrote a blog post about Importing Customers and Contacts into Method:CRM. We decided that we would take that one step further and create a video for you! However, in this video, we’ve made a slight change. We don’t cover how to import ...

Why doesn’t Method CRM (Customer Relationship Management) support QuickBooks for Mac? Not because the Method team doesn’t want to, it’s quite the contrary. In fact, they love Macs and most of them use them exclusively. The answer lies in how QuickBooks for Mac is different from the Windows version and the development path ...

"April" version now available The following updates are now available on the staging site.  You can access the April version by clicking "Switch to the April version" when you sign into Method. HTML Editor - we have upgraded the HTML Editor (this is the object used for typing in comments for a new activity, or for ...

Ever hear the term “The best of both worlds”?  Oh come on, I know you have.   For those of you who haven’t heard of this, here’s what it means: “The best of both worlds” is to have the best aspects of one choice and the best aspects of another choice when you have been asked to select between two choices.  Every now and ...