Method Community

Hello James, Thanks for reaching out to Method! I did a quick test on your account and was able to successfully saved an activity without any error. I will have a Support Specialist reach out to you to assist you with the error you encounter on the screen.  In order to send activity to multiple recipients, the screen would require ...

Method CRM doesn't save the activities or follow up information in the appropriate box fields. Clicked save and back, and webpage freezes, has error codes. Troubleshoot by clearing the browser cache (opera, firefox) and still does not resolve the issue. Also, can't send multuple recipients or collaborates an activity, which is not ...

The following updates are now live for users of Method New Features / Updates Fixes QBO - Fixed issue where real-time sync was not working for multi-tenant accounts. (PL-36757) Estimates - Improved the experience when trying to email an estimate to a customer for which none of the billing contacts have an email address on record. ...

The following updates are now live for users of Method New Features / Updates Activities, Donations, Work Orders - Added a 'Reports' link directly on the list screen of these apps for easier navigation. (PL-36662) Regards, Phil

The following updates are now live for users of Method Fixes App Routines - Fixed issue for Multi-tenant accounts where app routines mistakenly appeared as scheduled across all tenants. (PL-36542) Calendar - Fixed missing events on some devices using Safari. (PL-36685) Cases- Fixed an issue where the 'appear in portal' checkbox ...

The following updates are now live for users of Method New Features / Updates Work Orders - Navigate directly to invoice if only one is being created from the work order list screen. (PL-36531) Fixes Attachments Widget - Fixed issue where the file would get corrupted during the upload process in some rare scenarios. ...

The following updates are now live for users of Method Fixes Tables and Fields - Fixed an error that would occur when trying to save data in picture and file attachment fields in the Users table. (PL-36561) Regards, Phil

The following updates are now live for users of Method New Features / Updates Donations - Implemented the address look up component. (PL-34951) Work Orders - 'All time' date range filter. (PL-35860) Work Orders - Buttons menus add shortcuts to Save & Back and Complete & Back. (PL-35704) Work Orders & Field Crew - Display ...

The following updates are now live for users of Method New Features / Updates Google OAuth - Add OAuth Flow Implementation to the Sign in button. (PL-36336) Fixes Calendar - Implemented minimum height to calendar component to fix issue with view selection dropdown. (PL-36300) New Import - Issues loading and uploading a file. ...

The following updates are now live for users of Method New Features / Updates Adds indexing to MongoDB - Import. (PL-35715) signin - xero user has MethodID (Seen before). (PL-36313) Fixes Update action in Invoice App routine fails randomly. (PL-36332) Calendar - Fixes issue where actions were not able to reference the components Title ...