Method Community

 

Release Notes

April 2024 - Posts

  • Method Updates - April 30th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Estimates, Sales Orders, Invoices - Added the ability to convert to a purchase order. (PL-45918)
    • More Manual SMS Notifications - Release Ticket. (PL-46508)
    • Proposals - Updated what statuses can be accessed from each stage of a proposal. (PL-45009)

    Regards,

    Nicolas

  • Method Updates - April 25th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Contacts - Updated 'Email Communications" header to include the SMS option. (PL-46337)

    Fixes

    • Contacts - Fixed an issue where a validation message was thrown in the case of a duplicate Name value instead of FullName. (PL-46382)

    Regards,

    Courtney

  • Method Updates - April 22nd, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Sales Receipts - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46128)

    Fixes

    • Fixed a corruption for the 'Items' table for account oceanmarine. (PL-46264)
    • V4 Designs - Advanced Settings page - Hyperlinking chat and email option. (PL-46243)
    • Bills - Fixed an issue where the RecordID column was formatted as a Date field. (PL-46209)

    Regards,

    Arshi

  • Method Updates - April 19th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • SSO Integrations - Implement SSO for Zapier sign-in. (PL-46198)
    • Invoices - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46120)
    • Sales Orders - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46127)

    Fixes

    • QuickBooks Online - Fixed where Items were not available in dropdown when creating a Purchase Orders. (PL-46282)
    • Contacts - Improved the error message for QBDT users that appears when attempting to delete an entity that has transactions associated to it. (PL-45985)

    Regards,

    Harman

  • Method Updates - April 18th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Proposals - Assigned a backup recipient for communications if the Assign To or the customer contact become inactive. (PL-44722)
    • Proposals - Improved validation for sending the proposals payment expiring email. (PL-44714)
    • Proposals - Added an activity to log automatic external email notification. (PL-44712)
    • Proposals - Added a prepare for accounting action when payment is received. (PL-44708)
    • Sales Orders - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46127)
    • Estimates - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46108)

    Fixes

    • Bills - Added a copy button on the New/Edit bill screen for the mobile view. (PL-46234)
    • Proposals - Fixed an issue to ensure the proposal is checking the active status of the customer before running the app routine. (PL-45081)
    • Estimates - Fixed an issue where sales receipts received as a deposit on an estimate did not immediately sync to QuickBooks. (PL-46021)
    • Estimates - Fixed an issue on the Estimate Acceptance and Estimate Rejection email templates where information about the customer contact was displayed instead of the internal Method user. (PL-45929)

    Regards,

    Courtney

  • Method Updates - April 1tth, 2024

    The following updates are now live for users of Method

    Fixes

    • Multi-Tenant - Fixed an issue where Transaction History was displaying across main and tenant Accounts. (PL-46221)
    • Communications - Fixed an issue where loading the Email Details for failed emails. (PL-46032)

    Regards,

    Nicolas

  • Method Updates - April 15th, 2024

    The following updates are now live for users of Method

    Fixes

    • Opportunities - Fixed an issue where the Create Invoice button was missing from Estimates when converted from an Opportunity (Xero). (PL-46223)
    • Proposals - Fix for "Recurring Invoices & Payments" app routine failure in Xero accounts. (PL-46073)

    Regards,

    Arshi

  • Method Updates - April 11th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Functional - Add edit experience to Address component. (PL-44127)
    • Functional - Implement field block actions on runtime. (PL-44691)

      Regards,

      Courtney

    • Method Updates - April 10th, 2024

      The following updates are now live for users of Method

      New Features / Updates

      • Contacts - Added handling to reject a proposal when a customer becomes inactive. (PL-45991)
      • Contacts - Added a check for active proposals when the assigned contact is being deleted. (PL-45911)

      Fixes

      • Email Campaign- Fixed an issue where campaigns were intermittently stuck on "In Progress" status. (PL-45746)
      • Contact Activity Panel - Unable to Save Attachment on New Activity Creation. (PL-44191)

      Regards,

      Hannah

    • Method Updates - April 8th, 2024

      The following updates are now live for users of Method

      New Features / Updates

      • Proposals - Added back-up recipients for emails and activities if the Assigned To or Customer Contact become inactive. (PL-45992)
      • Proposals - Added a save button for new functionality. (PL-44786)
      • Proposals - Excluded the 'Completed' status from proposals in 'Sent' status. (PL-44707)
      • Proposal - Added the ability to edit the Assigned To and Customer Contact on existing proposals. (PL-44695)
      • Proposals - Added a 'Make a Copy' button to the View Proposal screen. (PL-42723)
      • Reports - Updates to some of the stock app Reports screens to leverage the new chart drill-down functionality. (Estimates, Sales Receipts, Purchase Orders). (PL-45648)

        Regards,

        Arshi

      • Method Updates - April 5th, 2024

        The following updates are now live for users of Method

        Fixes

        • Email History - Sending an email directly to an unsubscribed contact no longer causes the email to get stuck in the email send list. (PL-45998)
        • Payments - Fixed an issue where payment records were not created for portal transactions. (PL-45859)

        Regards,

        Harman

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