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The following updates are now live for users of Method
Fixes
- Sync Conflicts - Fixed conflicts related to transaction lines referencing SalesTaxCode from the wrong tenant in multi-tenant accounts. (PL-45707)
Regards,
Courtney
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The following updates are now live for users of Method
New Features / Updates
- Donor Pages - Updated the Get Notified screen to filter out inapplicable options from the email template dropdowns. (PL-45588)
- Work Order Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45564)
- Sales Receipt Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45561)
- Contact Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45555)
Fixes
- Email Campaigns - Fixed an issue where the email analytics were incorrect on duplicated campaigns in some scenarios. (PL-44062)
Regards,
Courtney
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The following updates are now live for users of Method
Fixes
- Browser - Added fix to support Method on Opera. (pl-41738)
- Estimates - Fixed an issue where line items featuring now inactive items were allowed to be edited or copied over to new transactions. (PL-45146)
- Estimates - Added messaging when reaching email send limit. (PL-42335)
Regards,
Courtney
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The following updates are now live for users of Method
New Features / Updates
- Sales Receipts - Removed the "from" section in the email preview for Email Security. (PL-45272)
- Email Campaigns - The email analytics will no longer display on the View Campaign screen for campaigns sent via non-Method, custom email servers. (PL-44935)
- Donations - Removed the "from" section in the email preview for Email Security. (PL-45287)
- Sync - Improved sync conflicts messages related to editing items used on memorizes transactions. (PL-45134)
Fixes
- Sales Receipts - Fixed issue for shared user list exposing records to users that did not have the right permissions. (PL-20132)
- Payments - Removed unnecessary payment gateway dropdown on Xero . (PL-44997)
- Sales Receipts - Added messaging when reaching email send limit. (PL-45263)
- Sales Receipts - Fixed issue where "Shared Non-posted Sales Receipt" was not working as intended. (PL-45154)
- Charts - Fixed an issue with column alignments when using drilldowns. (PL-44946)
- Charts - Fixed an issue where time was being displayed instead of just date for drilldowns. (PL-44947)
Regards,
Courtney
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The following updates are now live for users of Method
Fixes
- Sales Orders - Fixed an issue where monthly email limits were not being communicated when reached on a transaction email button. (PL-44984)
- QuickBooks Desktop - Fixed an issue where Sales Receipt line items were causing the XML text Stream error on Sync Engine. (PL-45101)
- Email Campaigns - Added usage limit error messaging. (PL-44852)
- Charts - Fixed issue where correct colours were not showing for tags in drildown grids. (PL-44945)
- Charts - Fixed an issue with how long numbers are being displayed. (PL-44948)
- Xero - Fixed an issue where invoices were not syncing from Xero to Method account. (PL-45087)
- Work Orders - Fixed an error caused when sending an email from a custom server. (PL-45176 )
- Send Email - Added usage limit error handling. (PL-44853)
- Sales Receipt Preferences - Fixed an issue where the print templates were not populating the dropdown. (PL-45158)
Regards,
Courtney
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The following updates are now live for users of Method
New Features / Updates
- Proposals - Improved PDF template description in preferences. (PL-41942)
- Work Orders - Added logic to create an invoice for when a work order had been previously invoiced but the invoice was deleted. (PL-41951)
- Activities - Updated preferences experience. (PL-40791)
- Payments - Updated the preferences experience. (PL-40803)
Fixes
- Tables and Fields: Fixed an issue where new field name validation was showing a generic growl error. (PL-38224)
Regards,
Brian
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The following updates are now live for users of Method
New Features / Updates
- Estimates - Adding hidden functionality for deposits & approvals. (PL-41824)
Regards,
Brian
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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)
Fixes
- Tables & Fields - Fixed an issue where making a field required was giving an error even when every record in the table wasn't NULL. (PL-39818)
- Editable Grids - Fixed an issue when clicking the "View selected records" link on a grid based on the EmailsSent table. (PL-38036)
- Contacts - Fixed character length validation for the Entity field Name which was causing sync conflicts. (PL-41935)
- Contacts (Mobile) - Fixed an issue where users were unable to add dashes and parentheses to the mobile/phone fields. (PL-41308)
- Contacts - Fixed an issue where the Shipping info was displayed in the billing info column on the Companies grid. (PL-41124)
- Items - Fixed an issue where users were unable to add multi-line descriptions for non-inventory items. (PL-41097)
- Proposals - Fixed an issue with line item sequences changing on proposals while they're in the draft. (PL-41851)
Regards,
Harman
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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 error on sync engine "Index was outside the bounds of the array". (PL-41593)
- Opportunities - (Outlook Gadget) Fixed an issue where linked opportunities were not displaying as expected. (PL-28978)
Regards,
Brian
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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 Trail. (PL-41424)
Regards,
Brian
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The following updates are now live for users of Method
New Features / Updates
- QBDT - Added a feature to update status as fully Invoiced for Sales Order using group Items. (PL-41174)
Fixes
- Sync Conflicts - Fixed a functionality of "Delete from Method" button on Entities and Transactions. (PL-27131)
- Sales Orders - (QBO) Fixed an issue where Sales Order numbers were not displaying correctly. (PL-41390)
- Tables & Fields - Creating the new DraftOrderRequestLine table for the upcoming Reorder functionality. (PL-41428)
Regards,
Brian
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The following updates are now live for users of Method
Fixes
- Billing - Fix for connection errors. (PL-36363)
- Sync - Fixed an issue with QB custom fields not showing on multi-tenant accounts. (PL-37637)
- Sales Orders - Fixed an issue when creating an invoice from a Sales Order where the assigned to field was not being inserted. (PL-40609)
Regards,
Brian
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The following updates are now live for users of Method
Fixes
- Calendar - Fixed an issue where "all day" events were not appearing as expected. (PL-40294)
- Manage Apps - Fixed a misspelling in the delete screen confirmation message. (PL-38921)
Regards,
Brian
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The following updates are now live for users of Method
New Features / Updates
- Send Email - Expanded the size of the Email Body section for easier editing. (PL-40923)
- Sales Orders - Added view filters for Open/Closed Sales Orders. (PL-40680)
Fixes
- Group Items - Fixed an issue where the group header item description was being reverted after a sync. (PL-40289)
- Purchase orders - Fixed an issue where group items were not displayed until after a sync. (PL-39715)
- Import - Fixed an issue where the Date/Time type custom field couldn't be left blank even if there were not required. (PL-40890)
- Transactions - Fixed an issue where deleting a discount value did not update the balance due. (PL-39001)
Regards,
Ayushi
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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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