All Blog Posts
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The following updates are now live for users of Method : Fixes Activities - Fixed an issue where when first creating a follow-up activity, it used the default follow-up status rather than the default status of the selected follow-up type. (PL-39439) Regards...
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The following updates are now live for users of Method New Features / Updates Work Orders - Updated the Create Invoice button on New / Edit Work Orders, so i f an invoice has already been created, the user gets redirected to the associated invoice. (PL...
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The following updates are now live for users of Method New Features / Updates Portal Settings- Added an ability to navigate to Payment Settings directly and see the connected status of your gateway. (PL-39896) Fixes Multi-Tenancy - Fixed an issue where...
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The following updates are now live for users of Method New Features / Updates Bills - Updated the Unpaid (Open) Bills list filter to match the count on the dashboard app tile. (PL-29814) Work Orders - Added the “All Time” option to the Date...
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The following updates are now live for users of Method New Features / Updates Proposals — Modify T a ke Payment functionality on Vie w Proposal screen. (PL-39837) Fixes Account creation— Added ShipMethod to be regenerated on signup process...
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The following updates are now live for users of Method New Features / Updates Fixes Text Input - Fixed an issue where the account preference for negative numbers display was not reflected in text inputs. (PL-22015) Cells - Fixed an issue where cell background...
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The following updates are now live for users of Method New Features / Updates Work Orders - Added tabs to switch between the Work Order List and Calendar. (PL-37555) View Contact & Edit Entity - Removed the obsolete "Campaign" field from...
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The following updates are now live for users of Method New Features / Updates Tables & FIelds - Added "All Time" as a new option in the TimeRange table for all accounts. (PL-39499) Fixes Proposals - Fixed an issue where there was no preference...
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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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