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Release Notes

  • Method Updates - September 10th, 2024

    The following updates are now live for users of Method

    Fixes

    • Xero - Fixed a general error on the sync due to which the data was not syncing. (PL-48704)
    • Payments - Fixed an issue where the assign to field was showing inactive users. (PL-48589)
    • Payments - Fixed an issue where the screen load was triggering a payment method update creating a sync conflict. (PL-48584)

    Regards,

    Arshi

  • Method Updates - September 6th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Reports - Added the ability to create single date reports for Donations, Cases and Work Orders apps. (PL-48512)
    • Proposals - Added insights for sent proposals and the ability to set automated offer expiry dates. (PL-43477)

      Regards,

      Courtney

    • Method Updates - September 5th, 2024

      The following updates are now live for users of Method

        Fixes

        • Grids - Fixed an issue where chips filters can overflow onto the screen. (PL-48436)

        Regards,

        Phil

      • Method Updates - September 4th, 2024

        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

        • Method Updates - August 30th, 2024

          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

          • Method Updates - August 29th, 2024

            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

          • Method Updates - August 28th, 2024

            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

            • Method Updates - August 27th, 2024

              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

            • Method Updates - August 23rd, 2024

              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

            • Method Updates - August 21st, 2024

              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

              • Method Updates - August 20th, 2024

                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

              • Method Updates - August 16th, 2024

                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

              • Method Updates - August 15, 2024

                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

              • Method Updates - August 13th, 2024

                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

              • Method Updates - August 9th, 2024

                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

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