Method Community

The following updates are now live for users of Method New Features / Updates Email Campaigns - Added a new “Unsubscribed” tile to the analytics at the top of the View Email Campaign screen. (PL-36853) Fixes App Routines - Fixed the formatting of date & time on the App Routine History page. (PL-39130) Email Campaigns - ...

The following updates are now live for users of Method New Features / Updates HTML Editor - Removed the character count section at the bottom of the editor to provide more potential real estate for the editor's content. (PL-31958) Editable Grids - Improved formatting of the widget's overall caption. (PL-28328) Recurrence Widget ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Portal - New Case Improved - the email being sent to the contact now uses the email template called CRM_CaseUpdateForCustomer.  This has updated html formatting for the body of the ...

Hello Blake C, I am glad to inform you that the issue has been fixed, please test it on your end and let me know if there is any issue.  We have test it on our end and it is working fine.  Have a great day! -Inder

Hi Abdullah, You can see a list of tables and fields if you sign into your Method account and navigate to Account Settings > Tables & Fields.  Unfortunately, you will not be able to send an email through the API. If you have any other questions feel free to email us at api@method.me or see our API documentation ...

Hi there Maureen, Is the 'New Company file' you mentioned a completely separate file? Or is this just a restored backup or the currently existing file? The statement that 'My Method database can only ever be synced with one quickbooks company file and that if I have a problem with my quickbooks company file and want to make a new ...

Hi Chris, Sorry to hear you are having issues with the Platform. Would you be able to email me directly with some extra info so I can take a look?  If you could let me know the Method Account name you are seeing this issue on, as well as the screen that would help greatly. My email is <b.hargreaves@method.me> Thanks ...

Hi Maureen, Unfortunately we dont have access to a 'previous version' of a specific table per se, but we Do have access to Backups of your entire Method database. Unfortuantely we cant just restore specific tables/fields by restoring the backup however, and the whole process would likely need the involvement of one of our ...

Hi Aaron, The Assigned To field in the Outlook Plugin defaults to whatever credentials you used to sign into the plugin. If you are using your email address to sign in, you email address will populate the Assigned to field when adding a new activity/case/opportunity (which can cause issues when saving), but if you signed in using your ...

Hi There, The DateTime listed under the Resolve Conflicts tab is displayed in UTC time, so it is likely you are not seeing this in error, and is not something to be concerned about.  Regarding your other issues though, if you could email me with a few more details or let me know here I can have a support rep reach out to you. My ...