Method Community

The following updates are now live for users of Method Enhancements Schedule - Added reschedule time preferences to the wait list blocks, and enabled moving visits to and from the wait list. (PL-61370) Schedule - Enabled the Wait List tab on the Scheduling Calendar. (PL-61327) Fixes Schedule - Fixed an issue where an error message was ...

In my QuickBooks Desktop setup, the Is to be Printed and Is to be Emailed fields are configured at the customer profile level. When invoices are created manually, those fields correctly follow the customer's profile settings. I am using Method's API to create invoices in bulk (dozens at a time), syncing data from Aspire to QuickBooks ...

The following updates are now live for users of Method Enhancements Modal - Updated close pop-up action panel layout in action editor. (PL-60942) Fixes Action Editor - Fixed an issue where resizing the screen would close action editor. (NCNG-164) Regards, Courtney

The following updates are now live for users of Method Enhancements Donations - Clicking the “Add new” link within the Customer dropdown on the New/Edit Donation screen now opens a quick-add pop-up screen. (PL-60447) Send Email - Clicking the “Add new” link within the Contact dropdown on the Send Email screen now opens ...

The following updates are now live for users of Method Enhancements Home - Updated insights section to refresh daily. (GROW-17) Jobs - Clicking the "Add new" link within the Contact dropdown on the Create Job screen now opens a quick-add pop-up screen. (PL-60443) Fixes Sync Conflicts - Fixed an issue where clicking “Show ...

The following updates are now live for users of Method Enhancements Calendar - Updated calendar event rendering to display multiple assignees per event. (PL-61008) Fixes QBDT - Fixed an issue where some accounts showed the wrong currency by aligning company currency to the file’s country. (PL-60978) Regards, Arshi

The following updates are now live for users of Method Enhancements Proposals - Clicking Add New in the Customer or Contact dropdown now opens a quick-add modal screen. (PL-60444) Work Orders - Clicking Add New in the Customer dropdown now opens a quick-add modal screen. (PL-60442) Payments - Clicking Add New in the Customer dropdown now ...

The following updates are now live for users of Method Enhancements Opportunities - Clicking Add New in the Contact dropdown now opens a quick-add modal screen. (PL-60430) Send Email - Clicking Add New in the Contact dropdown now opens a quick-add modal screen. (PL-60441) Cases - Clicking Add New in the Contact dropdown now opens a quick-add ...

The following updates are now live for users of Method Fixes App builder - Fixed drag handles not showing up in certain scenarios. (NCNG-457) Schedule - Fixed an issue where the Visit colour displayed on the calendar was incorrect. (PL-61168) Jobs - Fixed an issue where the counts in the insight blocks on the Jobs List screen were incorrect. ...

The following updates are now live for users of Method Fixes Modal - Fixed an issue where open screen as a pop up disables button column in grid. (PL-60651) Purchase Orders - Fixed an issue where PO send email links to blank record. (PL-61060) Regards, Arshi