Method Community

The following updates are now live for users of Method. New Features Search for contacts from anywhere in Method using the magnifying glass found in the top right hand corner. (PL-7585) View recently accessed contacts in Method using the magnifying glass found in the top right hand corner. (PL-12478) The ability to jump to ...

The following updates are now live for users of Method. New Features Further enhancements for Editable Grids that help with header alignment, editable or read only state, and confirmations (PL-13823) Relocation and icon change of the “+” icon for setting an image for a contact (PL-14562) Renaming of Data Tables ...

The following updates are now live for users of Method. New Features Enhanced Messaging on the Contacts App to provide a better explanation of the Customer / Vendor portal (PL-3711) Added App-Ribbon support on Contacts for Bills and Purchase Orders (PL-14346) Added App-Ribbon support on Sales Transactions for Activities New look to ...

The following updates are now live for users of Method. New Features Usability improvements for Editable Grids (PL-13549) Ability to add new records from anywhere in Method through Global Add icon “+” (PL-13907) Bugs Fixed an issue with the Class field being blanked out on save in QuickBooks ...

The following updates are now live for users of Method. New Features Improved Permissions for the Contacts App Improved Portal experience for Vendors Bugs Fixed issue where the email link sometimes opened an extra browser tab (PL-4142) Updated available preferences for Donations App (PL-4706) Fixed issue ...

The following updates are now live for users of Method. New Features Update “Get More Apps” tile on the Dashboard (PL-13367) Added count of skipped records when importing customers and leads (PL-12684) Beta version of our new Data Table control for transaction screens (PL-13031) Bugs Fixed a bug causing a ...

The following updates are now live for users of Method. Bugs Fixed an issue enabling sync with Google Calendar for the first time  (PL-13241) Fixed the alignment of the Check box column within Grids (PL-13483) Fixed an issue preventing the Refresh Control checkbox from functioning correctly ...

The following updates are now live for users of Method. Features UX Improvements - Button menu navigation (nested workflows) has been improved (PL-12660) Improved toast notification style and integrated download options when option to download a data table of information has been selected (PL-12742) Checkbox and ...

The following updates are now live for users of Method. Features Improved Charts feature in designer including improved workflows, the introduction of Area and Donut charts, and the ability to select from a palette of colors. (PL-12155) Bugs Fixed issue with setting multi-tenant access permissions for ...

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 & ...