Method Community

Hi InstaDry, This is possible - Work orders are stored in the Activity Table in Method (work order line items can be found in the ActivityJobItems Table).  You could utilze the API to query the Activty Table to retrieve only those work orders assigned to a specific user for a specific date range.  From there, your app can ...

Hi arrowplane, There is additional functionality embedded in the Method Web-to-lead forms used for validation and authentication, which is most likley the reason why you do not see information flowing into the account.  Have you taken a look at our API? You could utilze API calls to insert values from the Gravity Forms ...

Hi furrywombat, To answer your question -  A) Yes, this transaction will flow through to QuickBooks. B) In short - you only have the inital sync from Method to QB if your transaction history is set to 'none'.  Since you have set the transaction history to 'None', the newly created transaction will be removed from ...

The following updates are now live for users of Method.  Fixed Publishing apps failed due to corrupted screen metadata (Ticket AS-1357) In certain cases, toggle accounts were unable to install the Contacts app on initial sign up (Ticket AS-1359) Unable to copy or edit screens containing loop actions with no filter ...

The following updates are now live for users of Method:Classic.  Fixed Screens unnecessarily regenerating at login (Ticket AS-1140)  Created By and Created Date fields now updated for newly inserted occurrences (Ticket AS-1243) Check box fields not saving when using 'Save All' action (Ticket AS-1266) Export From ...

The following updates are now live for users of Method.  Fixed issue with pushing new tables & fields when publishing an App (Ticket AS-1314)   Fixed issue preventing users from opening Donation Preferences & Donor Pages (Ticket AS-1297, AS-1198)  Fixed issue preventing users from editing the portal navigation ...

The following updates are now live for users of Method.  Fixed issue preventing users from viewing the QuickBooks Conflict screen (Ticket AS-1184) Fixed issue that produced errors when loading a copy of New / Edit Estimate screen (Ticket AS-1245) Fixed issue preventing some users from adding, editing, or deleting fields in Method Tables ...

The following updates are now live for users of Method:Classic.  Fixed issue where the DropDown_RecordID field displayed zero when the DropDown field is blank (Ticket AS-1183) Fixed issue that caused the credit card processing action to error when submitting a payment via PayPal Account (Ticket AS-1255) Cheers Jon

The following updates are now live for users of Method:Classic.  Update: Please note this release was rolled back.  We are planning on re-releasing the below fixes in future updates. Fixed issue preventing users from starting the mobile field services timer (Ticket AS-1188) Fixed issue which caused screen ...

The following updates are now live for users of Method.  Fixed issue with reminder preferences to ensure reminders can be enabled / disabled at the company level (Ticket 1910) Fixed issue whereby email reminders were not sent if personal email server preferences are set (Ticket PL-1908) Fixed issue with notification preferences whereby ...