Method Community

Hi, We're new the method API and wanted to make sure we're creating records in the right way. We need to create customer records and contact records. Scenario 1: the customer is an individual (not a company), do we create a customer record, leave the company field blank, then create a contact record? I see that the contacts table ...

The following updates are now live for users of Method New Features / Updates Radio Button - Accessibility improvements. (PL-30627) Dialog component - Accessibility improvements. (PL-30946) Reports System Page - Display 'Copy to an account' feature to all users. (PL-31054) Field Services - Field Technician Discount. ...

The following updates are now live for users of Method New Features / Updates Radio Button - Accessibility imporvements. (PL-30627) Fixes Insert Records into Table action - Fixed issue where EntityType was blank after duplicating an Entity. (PL-30432) New Contact screen - Added logic to prevent users from creating sub-customers ...

The following updates are now live for users of Method New Features / Updates Dropdowns - Accessibility improvements. (PL-30554) Redesigned the Mailchimp integration system page. (PL-28907) Fixes Reports screens - Slight changes to the custom date range validation logic to make it consistent across all screens ( Cases, Invoices, ...

The following updates are now live for users of Method Fixes Purchase Order Reports - Fixed issue where one graph was excluding the first day of the month (QBO Global only). (PL-31090) App Ribbons - Changed sorting to ensure Activity lists are sorted in descending order by DueDateStart. (PL-30501) Web to Lead New/Edit Form - Changed the ...

The following updates are now live for users of Method New Features / Updates Proposals - Added logic to leverage Edit and Delete permissions. (PL-24417) App Routine - Pop-up confirmation added when deleting a draft. (PL-30351) Invoices - Added logic so the Bill Email now appears in QuickBooks for invoices that were created in Method. ...

The following updates are now live for users of Method New Features / Updates Section Headers - Accessibility improvements. (PL-30398) Proposals - Added logic to leverage Edit and Delete permissions. (PL-24417) App Routine - Pop-up confirmation added when deleting a draft. (PL-30351) Fixes Editable Grids - Fixed issue where users were ...

The following updates are now live for users of Method Fixes Accessibility - Fixes issue where new color palette made text with black background unreadable. (PL-30892) Gmail Sidebar Preferences - Fixes issue where Work Orders field generates error when saving any preference. (PL-30533) Regards, Jason

The following updates are now live for users of Method New Features / Updates App Ribbons - Accessibility improvements. (PL-30399) Call Web Service action - Added new content types. (PL-30144) Picture Component - Accessibility improvements. (PL-30722) Fixes Tags - Fix for existing tags that were no longer visible in the taglist ...

The following updates are now live for users of Method New Features / Updates Editable Grids - Customizers now have the ability to add a simple search bar. (PL-25699) Standardized tertiary button design (grey outline and text with white background) across many apps: Time Tracking, Work Orders, Opportunities, Activity, Items and Accounts. ...