Method Team Blogs
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The following updates are now live for users of Method New Features / Updates Purchase Orders - Add terms dropdown for QBO and QBOG accounts. . (PL-39681) Fixes Editable Grid - Fixed an issue where clicking a card column was not triggering the Row Click...
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The following updates are now live for users of Method New Features / Updates Proposals - Added a dropdown to set the Engagement Letter Template preference. (PL-39641) Proposals - Updated the portal screen to use a stepper inst ead of tabs. (PL-39631...
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The following updates are now live for users of Method Fixes Cases - Added a "Save & Back" button to the New Case screen. (PL-33138) D ate/Time widget - Fixed an issue that prevented year 2001 from b eing en tered. ( PL-39738 ) Regards,...
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The following updates are now live for users of Method New Features / Updates Work Orders - Added logic so only users with edit permissions can create or edit a work order. (PL-27888) Proposals - Added logic so the preference chosen for the Engagement...
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The following updates are now live for users of Method New Features / Updates Items - Fixed an issue where fields were not validated with a new validation feature. . (PL-26337) Fixes Audit Trail - Fixed formatting & an issue that prevented filtering...
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The following updates are now live for users of Method : New Features / Updates Email Templates - Updated logic so stock Method email templates can no longer be edited directly without making a copy first. Gives users the ability to revert back to the...
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The following updates are now live for users of Method New Features / Updates Proposals & Donations - Updated the tab styles' height and padding on the screen. (PL-39524) Fixes Activity type - Fixed an issue with enabling "Cause reminder"...
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The following updates are now live for users of Method New Features / Updates Work Orders , Field Crew , Activities - Added a filter o n Calendar to hide canceled events . (PL-36532) Regards, Nicolas
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The following updates are now live for users of Method : F ixes Payments - Fixed an issue where clicking the save button also processed the payment (Xero). (PL-39053) Regards, Brian
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The following updates are now live for users of Method New Features / Updates Work Orders - Updated and added head er for New / Edit Work Order screen. (PL-39418) Sales Transactions - Added logic to prevent invalid tax options from being applied to Subtotal...
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The following updates are now live for users of Method New Features / Updates Proposals - Added the total amount of a proposal to the View Proposal screen. (PL-39242) Fixes Contacts - The Fax field has moved from the Edit Contact screen to the Edit Customer...
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The following updates are now live for users of Method Fixes Payments - Fixed an issue where payment portal wasn't opening in app on iPhone. (PL-39169) Regards, Hannah
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The following updates are now live for users of Method New Features / Updates Fixes Fixed an issue where generating a report would cause an error in some scenarios. (PL-39483) Regards, Nicolas
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The following updates are now live for users of Method : Fixes Payments - Fixed an issue on the Guest - Payments screen w here the CC and BCC email actions were not working. (PL-39257) Regards, Brian
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The following updates are now live for users of Method New Features / Updates Proposals - Updated the Service tabs flow to feature the editable grid. (PL-38671) Fixes Proposals - Fixed a navigation error when navigating from and back to the New / Edit...
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