Method Community

 

Blog

  • Method Updates - July 17th, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Estimates - Adding hidden functionality for deposits & approvals. (PL-41824)

      Regards,

      Brian

    • Method Updates - July 14th, 2023

      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

    • Method Updates - June 19th, 2023

      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

    • Method Updates - June 12th, 2023

      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

      • Method Updates - June 5th, 2023

        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

      • Method Updates - May 15th, 2023

        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

        • Method Updates - May 8th, 2023

          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

        • Method Updates- May 05, 2023

          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

        • Method Updates - April 24th, 2023

          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

          • Method Updates - April 10th, 2023

            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. (PL-40321)

            Regards,

            Brian

          • Method Updates - April 3rd, 2023

            The following updates are now live for users of Method

            Fixes

            • Guest Payments - Updated error messaging. (PL-40406)

            Regards,

            Brian

          • Method Updates - March 27th, 2023

            The following updates are now live for users of Method

            New Features / Updates

            • Logstash - Improved logging of report generation errors to include report name. (PL-40256)
            • Donations - Removed the additional “Add Item” button from above the items grid on mobile. (PL-36652)

            Fixes

            • Invoices - Fixed an issue where clicking on the overdue invoice screenlet redirected to the Shared Invoice grid rather than the Overdue Invoice grid. (PL-40241)

            Regards,
            Brian

          • Method Updates - March 20th, 2023

            The following updates are now live for users of Method

            New Features / Updates

              Fixes

              • Contacts (Xero) - Fixed an issue where the UI inaccurately allowed users to activate inactive contacts. (PL-35983)

              Regards,

              Brian

            • Method Updates - March 6th, 2023

              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,

              Brian

            • Method Updates - Aug 8, 2022

              The following updates are now live for users of Method

                Fixes

                • Buttons - Fixed an issue where disabled buttons still had a hover state. (PL-37512)
                • Estimates, Invoices - Fixed an issue for Xero accounts where the status label would overlap with other components on screen in certain scenarios. (PL-37260)

                Regards,

                Michael

              More Posts « Previous page - Next page »

              This Blog

              Syndication