All Blog Posts
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The following updates are now live for users of Method . New Features / Updates Sales Receipts - Updated advanced filter on the grid to be consistent with other transactions. (PL-41030) Screenlet -New screenlet to keep track of active proposals. (PL-40625...
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The following updates are now live for users of Method Fixes Actions - Fixed an issue where some Conditional Statement actions generated an error relating to comparing strings as date/time. (PL-38575) Editable Grids - Fixed an issue where the export functionality...
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The following updates are now live for users of Method New Features / Updates New features allowing users and customers to update the auto-payment method on a proposal through the customer portal and proposals app. (PL-39323) Regards, Hannah
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The following updates are now live for users of Method New Features / Updates Fixes Fixed - Processed Payments from the portal are not recorded in Method. (PL-41815) Regards, Harman
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The following updates are now live for users of Method Fixes Push Notification - Fixed an issue where multi-tenant accounts were unable to send notifications to some users . (PL-41767) Work Orders - Fixed an error when routing contacts with the same address...
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The following updates are now live for users of Method Fixes Gmail Sidebar - Fixed an issue where merge fields not showing value for follow-up activities emails. (PL-40484) Regards, Courtney
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The following updates are now live for users of Method Fixes Work Orders - Fixed an error when routing contacts with the same address. (PL-40989) Regards, Hannah
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The following updates are now live for users of Method New Features / Updates Email Campaigns - Updated the Preferences experience. (PL-40798) Fixes Sync Conflicts -"Unlink Purchase Order" button not working for LinkToTxn Bills sync conflicts...
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The following updates are now live for users of Method New Features / Updates Sales Orders - Updated the Preferences experience. (PL-40807) Recurring Donations - App Routine update to fix payment recurrence . (PL-41633) Fixes API - Fixed errors while...
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The following updates are now live for users of Method New Features / Updates Work Orders - Updated the functionality of the Time Tracking ribbon to allow users to add new entries when starting from the list screen. (PL-41441) Fixes QBDT Sync - Fixed...
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The following updates are now live for users of Method New Features / Updates Work Orders - Updated the preference screen experience. (PL-40814) Estimates - Consolidated accounting preferences into one version. (PL-41006) Time Tracking - Updated preferences...
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The following updates are now live for users of Method Fixes Date/Time Picker - Fixed an issue where manually inputting a default date for a date picker caused an error. (PL-11934) Date/Time Picker - Fixed an issue where the picker does not change Year...
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The following updates are now live for users of Method New Features / Updates Sync Conflicts - Added better messages for user s to avoid Time Tracking conflicts. (PL-41264) Regards, Harman
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The following updates are now live for users of Method New Features / Updates Sync Conflicts - Added a feature around "Delete from Method/Refetch from Quickbooks" button to log updates in Audit Tr a il. (PL-41424) Regards, Brian
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The following updates are now live for users of Method New Features / Updates 2FA- Added the ability to authenticate via SMS. (PL-39087) Regards, Hannah
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