Method Community

The following updates are now live for users of Method. Features New and Improved import wizard for Customers and Leads. (PL-10446) Error Messages Pop-ups have been revamped to show error messages in a clearer format to users (PL-12212) Improved UI for Portal Pages (Sales Receipts & ...

The following updates are now live for users of Method. Features Global Tags - Tags have received a fresh new look and are now global across all tables & apps(PL-4252) Improved UI and content for Getting Started with Method steps. (PL-6105) Fixes Update 302 redirects for IE compatibility (PL-5847) Update Drop Down UI style ...

The following updates will soon be made live for users of Method:Classic.  The following updates are planned for December 17, 2014. Improvement - Auto-Apply logic has been added for payments made through QBO. (Tickets 4863, 2982) Fix - QBO Payments in transactions tab in Customer screen shows the updated unapplied portion of the payment. ...

"October" version now available The following updates are available on the staging site, as of Oct 31st.  You can access the October version by clicking "Switch to the October Version" when you sign into Method. Performance improvement - For Reports, a 1 million cell limit imposed on master table, and 2 million cell ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Activity New - now if you create a new activity and assign it to another user, an email is sent to that user letting them know. (QBD & QBO) New - you can now add a new contact in the Schedule ...

We previewed a great new feature at the Scaling New Heights conference last week called "Reminders", and I'm happy to announce this is now live in all Method accounts.  If you turn Reminders on in your account, Method will send you an email 15 minutes before your activity is due, along with a link that takes you straight into ...

  Last week we released the new portals.  That's a big release. A couple weeks before that it was the MIurl.cc release.  Another big release. But while these were being rolled out over the last few weeks, we still had several platform updates that went out more quietly.  Sometimes it's the little things that make all ...

Hi Otto, You should expect to see a list of tables in the response from MethodAPITableListV2.  Please verify the parameters being passed to the endpoint.  You can verify the required parameters and also perform a test from your browser HERE.  

Hi, it is about the performance about Method system. I once asked this kind of questions, and did several changes to my codes/tables and gain a bit speed, however, still not be able to do everyday job smoothly. From time to time, the waiting icon just keeps running and running. We have 8 accounts using Method concurrently. My office ...

Hi Allison, I'll need some more information. What are you trying to report on? You can't have two Master Tables for a report, but depending on what you're trying to do I might be able to recommend something. For your second question, are you referring to exporting using the Import / Export Tool? Let me know and we'll proceed ...