Blog

Method Updates - October 31st, 2024

method_Hannah — Thu, 31 Oct 2024 15:41:00 GMT

The following updates are now live for users of Method
New Features / Updates

QBDT Sync - Update "Email Instructions" to use new e-mail template. (PL-49149)
Work Orders - Added improvements to Work Order creation. (PL-48734)

Fixes

Proposals - Fixed an issue where the signature was not showing on the sent PDF agreement. (PL-49711)
Web to Lead - Fixed padding issues by removing extra divs which was leading to undesired scroll. (PL-48388)

Regards,

Hannah

Method Updates - October 29th, 2024

Method_Arshi — Tue, 29 Oct 2024 15:30:00 GMT

The following updates are now live for users of Method

New Features / Updates

Proposals - Updated the 'Require payment to accept' settings to include collection of a payment method for recurring auto-paid invoices. (PL-47400)
Proposals - Updated the 'Send' tab of a draft proposal to populate the default customer notification email. (PL-49668)

Regards,

Arshi

Method Updates - October 1st, 2024

Method_Arshi — Tue, 01 Oct 2024 15:30:00 GMT

The following updates are now live for users of Method

Fixes

Sales Orders - Fixed an issue where line item quantity did not use the correct quantity when creating an invoice. (PL-49105)

Regards,

Arshi

Method Updates - September 24th, 2024

Method_Arshi — Tue, 24 Sep 2024 15:30:00 GMT

The following updates are now live for users of Method

New Features / Updates

System Pages - Improved grid styles. (PL-48517)
Send Transaction Email - Updated logic to pull the EmailSenderName from the EmailSender table. (PL-48912)
Guest Payment - Ensured PaymentMethod value was being set as part of the payment process. (PL-48693)
Contacts - Updated the Edit Entity mobile UI to match our design best practices. (PL-43306)

Fixes

Sales Orders - Fixed issue causing group items to be split up when converting to an invoice. (PL-48801)
Purchase Orders - Fixed an issue where updates to the item description on an estimate were not being carried to the Purchase Order. (PL-48934)
Sales Receipts - Fixed an issue on QBO where the discount amount was not being saved after clearing the amount. (PL-48941)

Regards,

Arshi

Method Updates - Sept 9th, 2024

Method_Harman — Mon, 09 Sep 2024 16:00:00 GMT

The following updates are now live for users of Method

New Features / Updates

Outlook Gadget - Added a feature to include all SSO Sign-options. (PL-46835)
Send Transaction Email/SMS - Added the ability to add and edit Contact details and email templates. (PL-48349)

Fixes

App Ribbons - Fixed an issue where in some scenario app ribbons would disappear. (PL-48518)

Regards,

Harman

Method Updates - Sept 3rd, 2024

Method_Harman — Tue, 03 Sep 2024 15:17:00 GMT

The following updates are now live for users of Method

New Features / Updates

Fixes

Contacts app - Fixed an issue where users were not able to upload an image. (PL-48406)
QBDT Items - Fixed an issue to restrict the update of purchase details for non-inventory items during import. (PL-48493)

Regards,

Harman

Method Updates - Aug 19th, 2024

Method_Harman — Mon, 19 Aug 2024 17:34:00 GMT

The following updates are now live for users of Method

New Features / Updates

Terms - Added the Terms field synced default to Proposals. (PL-48332)
Proposal - Update button placement for the view proposal screen. (PL-47749)

Regards,

Harman Kaur

Method Updates - Aug 12th, 2024

Method_Harman — Mon, 12 Aug 2024 13:41:00 GMT

The following updates are now live for users of Method

New Features / Updates

Email - Added support for Microsoft OAuth connections. (PL-48196)
Proposals - Removed confirmation modal when accepting a proposal. (PL-48253)
Activities - Added a clickable link for a related Work Order. (PL-47775)

Fixes

Regards,

Harman

Method Updates - April 4th, 2024

Method_ Courtney — Thu, 04 Apr 2024 17:29:00 GMT

The following updates are now live for users of Method

New Features / Updates

Email Campaigns - Updated emails to be categorized as marketing. (PL-45019)
Reports - Updates to some of the stock app Reports screens to leverage the new chart drill-down functionality. (Activities, Invoices, Work Orders, Cases, Opportunities). (PL-45647)

Fixes

Charts - Fixed an issue where some data was missing when relative filters were applied. (PL-45899)
Charts - Fixed an issue with pagination when viewing drilldown. (PL-45950)
Opportunities - Fixed an issue where the Order Request emails sent from the portal would use the portal contact's email address as the From address, contrary to email best practices. (PL-46042)
Opportunities - Fixed an issue where the "Create" button was not appearing immediately after the initial save and required a browser refresh. (PL-45942)
Contacts - Fixed an issue when creating a new contact where the "sub-customer of" dropdown would not clear itself when switching which type of contact is being added. (PL-45912)

Regards,

Courtney

Method Updates - March 21st, 2024

Method_ Courtney — Thu, 21 Mar 2024 13:02:00 GMT

The following updates are now live for users of Method

Fixes

Sync Conflicts - Fixed conflicts related to transaction lines referencing SalesTaxCode from the wrong tenant in multi-tenant accounts. (PL-45707)

Regards,

Courtney

Method Updates - March 14th, 2024

Method_ Courtney — Thu, 14 Mar 2024 13:52:00 GMT

The following updates are now live for users of Method

New Features / Updates

Donor Pages - Updated the Get Notified screen to filter out inapplicable options from the email template dropdowns. (PL-45588)
Work Order Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45564)
Sales Receipt Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45561)
Contact Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45555)

Fixes

Email Campaigns - Fixed an issue where the email analytics were incorrect on duplicated campaigns in some scenarios. (PL-44062)

Regards,

Courtney

Method Updates - February 23rd, 2024

Method_ Courtney — Fri, 23 Feb 2024 13:56:00 GMT

The following updates are now live for users of Method

Fixes

Browser - Added fix to support Method on Opera. (pl-41738)
Estimates - Fixed an issue where line items featuring now inactive items were allowed to be edited or copied over to new transactions. (PL-45146)
Estimates - Added messaging when reaching email send limit. (PL-42335)

Regards,

Courtney

Method Updates - February 16th, 2024

Method_ Courtney — Fri, 16 Feb 2024 14:08:00 GMT

The following updates are now live for users of Method

New Features / Updates

Sales Receipts - Removed the "from" section in the email preview for Email Security. (PL-45272)
Email Campaigns - The email analytics will no longer display on the View Campaign screen for campaigns sent via non-Method, custom email servers. (PL-44935)
Donations - Removed the "from" section in the email preview for Email Security. (PL-45287)
Sync - Improved sync conflicts messages related to editing items used on memorizes transactions. (PL-45134)

Fixes

Sales Receipts - Fixed issue for shared user list exposing records to users that did not have the right permissions. (PL-20132)
Payments - Removed unnecessary payment gateway dropdown on Xero . (PL-44997)
Sales Receipts - Added messaging when reaching email send limit. (PL-45263)
Sales Receipts - Fixed issue where "Shared Non-posted Sales Receipt" was not working as intended. (PL-45154)
Charts - Fixed an issue with column alignments when using drilldowns. (PL-44946)
Charts - Fixed an issue where time was being displayed instead of just date for drilldowns. (PL-44947)

Regards,

Courtney

Method Updates - February 9th, 2024

Method_ Courtney — Fri, 09 Feb 2024 14:27:00 GMT

The following updates are now live for users of Method

Fixes

Sales Orders - Fixed an issue where monthly email limits were not being communicated when reached on a transaction email button. (PL-44984)
QuickBooks Desktop - Fixed an issue where Sales Receipt line items were causing the XML text Stream error on Sync Engine. (PL-45101)
Email Campaigns - Added usage limit error messaging. (PL-44852)
Charts - Fixed issue where correct colours were not showing for tags in drildown grids. (PL-44945)
Charts - Fixed an issue with how long numbers are being displayed. (PL-44948)
Xero - Fixed an issue where invoices were not syncing from Xero to Method account. (PL-45087)
Work Orders - Fixed an error caused when sending an email from a custom server. (PL-45176 )
Send Email - Added usage limit error handling. (PL-44853)
Sales Receipt Preferences - Fixed an issue where the print templates were not populating the dropdown. (PL-45158)

Regards,

Courtney

Method Updates - July 24th, 2023

Method_Brian — Mon, 24 Jul 2023 13:52:00 GMT

The following updates are now live for users of Method

New Features / Updates

Proposals - Improved PDF template description in preferences. (PL-41942)
Work Orders - Added logic to create an invoice for when a work order had been previously invoiced but the invoice was deleted. (PL-41951)
Activities - Updated preferences experience. (PL-40791)
Payments - Updated the preferences experience. (PL-40803)

Fixes

Tables and Fields: Fixed an issue where new field name validation was showing a generic growl error. (PL-38224)

Regards,

Brian