All Blog Posts
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The following updates are now live for users of Method New Features / Updates Fixes Estimates - Fixed the logic on the mobile "Save" button incorrectly acting as a 'back' button. (PL-47032) Regards, Nicolas
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The following updates are now live for users of Method New Features / Updates Fixes Sales Orders - Fixed an issue where it was possible to set a TxnDate prior to the Inventory Start Date for some of the items included on the transaction, resulting in...
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The following updates are now live for users of Method New Features / Updates Activities - Add comment to label the Proposal Payment Unsuccessful email activity. (PL-46979) Email Settings - Added note calling out when emails will be sent from notifications...
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The following updates are now live for users of Method New Features / Updates Sales Order - Added the ability to create a Work Order. (PL-46301) Fixes Grids - Fixed an issue where some users were unable to scroll the l is t of filter views. (PL-46646...
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The following updates are now live for users of Method New Features / Updates Internal Notes - Added UX improvem ents to make the creation process faster. (PL-46324) Work Orders - Added logic when creating an invoice to include the discounts applied to...
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The following updates are now live for users of Method New Features / Updates Proposals - Added functionality that will automatically retry failed auto-payments the following day. (PL-45241) Proposals - Made improvements to the app routine by removing...
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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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