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The following updates are now live for users of Method
New Features / Updates
Tables & FIelds - Added "All Time" as a new option in the TimeRange table for all accounts. (PL-39499)
Fixes
Proposals - Fixed an issue where there was no preference for the Terms Engagement Letter and a proposal was created. (PL-39844)
Proposals ...
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The following updates are now live for users of Method
New Features / Updates
Purchase Orders - Add terms dropdown for QBO and QBOG accounts. . (PL-39681)
Fixes
Editable Grid - Fixed an issue where clicking a card column was not triggering the Row Click event. (PL-39656)
Regards,
Ayushi
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Thank you very much for your reply.
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The following updates are now live for users of Method
New Features / Updates
Proposals - Added a dropdown to set the Engagement Letter Template preference. (PL-39641)
Proposals - Updated the portal screen to use a stepper instead of tabs. (PL-39631)
Accounts - Added the FullName field to the Accounts list for QBDT Accounts. ...
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Fantastic, thanks for the clarification. I really appreciate your help with tis
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Hi Dreich,
Thanks for reaching out to Method Community!
We do not offer any chrome extension but with that being said, we do have a Google Integration. We offer a Gmail sidebar that seamlessly connects with your Gmail.
Here is an article that covers this in depth.
Hope this helps!
Cheers,
Inder
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Hi dreich,
Thanks for reaching out to Method Community!
You can definitely add this to the contacts level in Method. Please see the screenshot below and look at the Email field. I have added two emails on the same contact by adding a comma in between them.
Please test it and let me know if you have any ...
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Is there a google chrom extension that could copy select data from a webpage I am on and help me create it into a lead in Method, rthaer than copying and pasting data manually?
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Is there a way to add a 2nd email address to a contact? Some of my contacts send me emails from their work email address and gmail address. I want to have both saved under his method contact, but I cannot find a field for that. Can it easily be created?
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