Method Community

The following updates are now live for users of Method New Features / Updates Terms - Added the Terms field synced default to Proposals. (PL-48332) Proposal - Update button placement for the view proposal screen. (PL-47749) Regards, Harman Kaur

Yes, I have received your message and tested the report on my end and it seems to have some problem. Then I tested this on the stock screen with the stock report (Printable Purchase Order) and it is working fine on the stock report. Since this is a custom report, it seems like something on the report is not validating and that is ...

I sent a message thru your inbox.  I'd be happy to get some help and let you go in and take a look.

The following updates are now live for users of Method New Features / Updates Terms - Added the synced default to the Terms field on Opportunities, Bills and Purchase Orders Apps. (PL-48303) Fixes Email Campaigns - Fixed an issue where attachments with commas were causing errors. (PL-48318) Regards, Courtney

The following updates are now live for users of Method Fixes HTML Editor - Fixed an issue where converting HTML to PDF occasionally resulted in a blank first page. (PL-48230) Regards Hannah

Hello BeHappy, Thanks for reaching out to Method Community.  Every report is unique, with specific actions and parameters driving them. While it might seem straightforward to print another report from the same button, there could be underlying actions preventing that. That appears to be the case here. If you'd like, I can take a ...

In my PO app I have 2 buttons on the page.  They each generate a report (different versions of the PO.)  One button works great.  The other gives me an error.  I cannot figure out what the difference is.  The report looks great in preview.   I tried copying the other report and just changing the 2 fields.  I ...

The following updates are now live for users of Method New Features / Updates Transactions - Added the ability to edit emails/SMS messages and recipients before sending a transaction notification. (PL-47458) Estimates - Removed confirmation modal when clicking to pay a deposit. (PL-48034) Fixes Work Orders - Added missing tax input ...

The following updates are now live for users of Method New Features / Updates Email - Added support for Microsoft OAuth connections. (PL-48196) Proposals - Removed confirmation modal when accepting a proposal. (PL-48253) Activities - Added a clickable link for a related Work Order. (PL-47775) Fixes Regards, Harman

The following updates are now live for users of Method Fixes Donor Pages - Fixed an issue with the Anonymous Donation checkbox being on by default. (PL-47949) Regards, Courtney