All Blog Posts
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The following updates are now live for users of Method New Features / Updates Tables & Fields - Added audit trail logging for any field changes. (PL-40738) Payments - Improved handling of Deposit To Account and Payment Method. (PL-40978) Fixes Sync...
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The following updates are now live for users of Method Fixes Sy nc - Fixed an issue with AccountCode that was preventing some accounts from syncing. (PL-40765) Proposals - Fixed an issue with recurring invoices not sending on the proposal end date. (PL...
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The following updates are now live for users of Method New Features / Updates Email Campaigns - Added the ability to f ilter grid in a Sent Email Campaign based on status. (PL-40666) Contacts - Added lead source on customers who are converted from a lead...
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The following updates are now live for users of Method New Features / Updates Proposals - Showing Total Proposal Value and improved calculation. (PL-25446 , PL-40760, PL-40761 ) Regards, Brian
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The following updates are now live for users of Method New Features / Updates Bills - Updated filters on Bills List screen. (PL-40014) Regards, Courtney
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The following updates are now live for users of Method New Features / Updates Sync Conflicts- Improved unlink sales order from invoice to unlink all line items. (PL-40017) Email Campaigns - Added the ability to Archive/Unarchive completed campaigns. ...
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The following updates are now live for users of Method Fixes Editable Grids - Fixed an issue where changes entered in text columns were not always being saved on some tablets. (PL-40432) Validation Rules - Fixed an issue where validation rules applied...
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The following updates are now live for users of Method New Features / Updates Work Orders - Added a Make a Copy option in the More Actions button menu. (PL-40222) Fixes Portals - Fixed an issue where clicking on portal screens grid record was linking...
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The following updates are now live for users of Method Fixes Transactions- Fixed an issue where users could create transactions for inactive customers. (PL-40545) Work Orders - Fixed an issue where a custom view filter was being applied to multiple grids...
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The following updates are now live for users of Method Fixe s App routine system page - Fixed an issue that caused the status pill size to change. (PL-40551) Regards, Courtney
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The following updates are now live for users of Method New Features / Updates Contacts - Changed the default view filter to Shared - Active Customers and Leads. (PL-40173) Contacts - Added a tab to the Contact List screen that shows a list of Companies...
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The following updates are now live for users of Method New Features / Updates 2FA - Introducing two-factor authentication for all users. (PL-40503) Gallery - New component is now generally available in screen designer. (PL-38113) Proposals - Updated logic...
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The following updates are now live for users of Method Fixes Guest Payments - Updated error messaging. (PL-40406) Regards, Brian
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The following updates are now live for users of Method New Features / Updates Sales Orders - Able to creat e transactions for an inactive customer. (PL-40450) Invoices - Able to create transactions for an inactive customer. (PL-40448) Fixes Transactions...
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The following updates are now live for users of Method New Features / Updates Sync - Fixed an issue where a conflict was not being created for Items with a cost value that exceeds what is supported by Method. (PL-40235) Wo rk Orders - Updated logic when...
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