The following updates are now live for users of Method

Fixes

• Estimates - Fixed an issue where the Deposit Item dropdown still appeared on the Estimate Preferences screen when a user lacking the necessary permissions attempted to enable the Deposits feature. (PL-48602)
• Send Email, Email Campaigns - Fixed an issue where the Email From Name did not get populated properly when selecting an Email From address. (PL-47034)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• Activities - Fixed an issue where activities created within the Work Orders app ribbon did not save the contact information. (PL-48532)
• Estimates - Fixed an issue where a deposit Sales Receipt would references the estimate RecordID rather than the RefNumber. (PL-48411)
• Invoices - Fix an issue where logic was blocking a single day date range from generating a report. (PL-48499)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Invoices - Fixed an issue where logic was blocking a single day date range from generating a report. (PL-48499)

Regards,

Hannah

The following updates are now live for users of Method

Fixes

• Send Transaction Emails/SMS - Fixed an issue where the generated activity was not linked to the transaction. (PL-48481)

Regards,

Nicolas

The following updates are now live for users of Method

Fixes

• Charts - Fixed an issue with filtering drill downs that caused grid to disappear. (PL-48117)
• Charts - Fixed an issue with icons not displaying in drill downs. (PL-45378)
• Grids - Fixed an issue with grids sizing on smaller screens. (PL-48271)
• Sync - Fixed an issue where the customer was not able to connect to QuickBooks. (PL-48029)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

• Grids - Advanced Search and Simple search now work together. (PL-46391)

Fixes

• Grids - Fixed an issue where the top headers overflow when grids in a small section. (PL-48165)
• Grids - Fixed issue where fixed width was not being respected. (PL-46485)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Terms - Added the synced default to the Terms field on Sales Orders, Invoices and the Time Tracking app routine. (PL-48373)

Regards,

Nicolas

The following updates are now live for users of Method

Fixes

• Send Transaction Email/SMS - Fixed an issue where the ReceivePaymentRecordID was not referenced correctly. (PL-48369)
• Signature Widget - Fixed an issue where radio button selections were not remaining after signature capture. (PL-47464)
• Email - Fixed an issue where emails sent via Microsoft OAuth were not appearing in the Outlook Sent Folder. (PL-48394)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

• Terms - Added the synced default to the Terms field on Opportunities, Bills and Purchase Orders Apps. (PL-48303)

Fixes

• Email Campaigns - Fixed an issue where attachments with commas were causing errors. (PL-48318)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• HTML Editor - Fixed an issue where converting HTML to PDF occasionally resulted in a blank first page. (PL-48230)

Regards

Hannah

The following updates are now live for users of Method

New Features / Updates

• Transactions - Added the ability to edit emails/SMS messages and recipients before sending a transaction notification. (PL-47458)
• Estimates - Removed confirmation modal when clicking to pay a deposit. (PL-48034)

Fixes

• Work Orders - Added missing tax input field for items on mobile. (PL-48213)
• Work Orders - Fixed logic to stop users from invoicing a recurrence schedule. (PL-48128)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• Donor Pages - Fixed an issue with the Anonymous Donation checkbox being on by default. (PL-47949)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Items - Added logic to filter for only specific accounting types to avoid sync conflicts. (PL-47557)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Transactions - Fixed sync conflict issues on new/edit estimate and sales order caused by negative rates and negative quantities on the grid. (PL-47684)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Charts - Added the ability to sort by X or Y axis. (PL-47395)
• Proposals - Fields exclusive to recurring items are now hidden when no recurring items are present on a proposal. (PL-47385)

Fixes

• Designer - Fixed an issue where saving would sometimes cause customizations to disappear. (PL-47904)

Regards,

Arshi