Method Team Blogs
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The following updates are now live for users of Method New Features / Updates Editable Grids - Added a new empty state when no records are found. (PL-46079) Xero - Added a feature to allow using negative line items on transactions. (PL-46589) Method Sync...
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The following updates are now live for users of Method New Features / Updates QBDT Sync - Added LocationSiteRef field to Sales Receipt Line Table and made it available to sync with QuickBooks. (PL-46493) Sales Transactions - Updated the mobile view of...
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The following updates are now live for users of Method New Features / Updates Proposals - Improved the column sizing on the View Proposal screen. (pl-46037) Fixes Purchase Transactions - Fixed an issue where the email button did not merge fields from...
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The following updates are now live for users of Method Fixes Sales Transactions - Fixed an issue where the email button did not merge fields from the Customer table. (PL-46581) Cases - Fixed an error caused by setting the Default Case Status preference...
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The following updates are now live for users of Method New Features / Updates Email Campaigns - Automatically add unsubscribe link s and headers to marketing emails. . (PL-45150) Fixes Email Campaigns - Fixed an issue where inactive entities could be...
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The following updates are now live for users of Method Fixes Contacts - Fixed an issue where clicking Email Contact on an activity would create a new activity even if you didn’t end up sending the email. (PL-46435) Time Tracking - Added a show message...
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The following updates are now live for users of Method New Features / Updates Communication History - Changed "sent" status to "pending" for better accuracy and clarity. (PL-45110) Fixes Editable Grids - Fixed an issue where grids...
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The following updates are now live for users of Method New Features / Updates Fixes Terms - Fixed an issue where terms previously used on transactions could be deleted, resulting in a sync conflict. (PL-46499) Time Tracking - Fixed validation to ensure...
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The following updates are now live for users of Method New Features / Updates Fixes Charts - Fixed an issue with loading charts when using 2+ relative date filters. (PL-46515) Regards, Harman
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The following updates are now live for users of Method New Features / Updates Estimates, Sales Orders, Invoices - Added the ability to convert to a purchase order. (PL-45918) More Manual SMS Notifications - Release Ticket. (PL-46508) Proposals - Updated...
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The following updates are now live for users of Method New Features / Updates Contacts - Updated 'Email Communications" header to include the SMS option. (PL-46337) Fixes Contacts - Fixed an issue where a validation message was thrown in the...
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The following updates are now live for users of Method New Features / Updates Sales Receipts - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46128) Fixes Fixed a corruption for the 'Items' table...
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The following updates are now live for users of Method New Features / Updates SSO Integrations - Implement SSO for Zapier sign-in. (PL-46198) Invoices - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46120...
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The following updates are now live for users of Method New Features / Updates Proposals - Assigned a backup recipient for communications if the Assign To or the customer contact become inactive. (PL-44722) Proposals - Improved validation for sending the...
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The following updates are now live for users of Method Fixes Multi-Tenant - Fixed an issue whe re T ransaction History was d isplaying across m ai n and tenant Accounts. (PL-46221) Communications - Fixed an issue where loading the Email Details for failed...
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