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

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

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

The following updates are now live for users of Method

Fixes

• Sync - Fixed an issue where customer leads are not converting to Customers when transaction syncs. (PL-45844)
• Payments - Fixed an issue where the payment record did not get logged correctly when paying more than one invoice on the portal in some scenarios. (PL-45858)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Send Email Action - Will now include the option to flag emails as Marketing and append an unsubscribe link in the header on supported email providers. (PL-45138)

Fixes

• Charts - Fixed an issue where saving a chart was slow. (PL-45860)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Insights Dashboard - Updates to the stock screenlets featuring Charts to leverage the new drill-down functionality. (PL-45816)

Fixes

• QBO - Fix for the 'IsPrintItemsInGroup' field not holding the expected values at the transaction line level. (PL-45838)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• Purchase Orders and Bills - Updated logic on dropdowns that caused inventory items to be filtered out. (PL-45815)
• Estimates - Updated preferences on Xero to show the approvals tab. (PL-45748)
• Work Orders. - Fixed issue that caused work order created on the invoice app ribbon to not include the customer. (PL-45541)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Payments - Removed inactive proposal types from the dropdown. (PL-44716)
• Invoices - Removed inactive proposal types from the dropdown. (PL-44715)

Fixes

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Proposals Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45565)

Fixes

• App Updates - Fixed issues with app update performance. (PL-44909)
• Estimates - Fixed an issue where the dates shown in the customer email incorrectly included a time instead of only showing a date. (PL-45452)
• Xero stability - Fixed a Null reference exception on receive payment. (PL-45106)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Cases Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45567)
• Donation Preferences - Filtered out inapplicable options from the email template dropdowns, and updated the print template dropdowns to only show options based off the SalesReceipt table. (PL-45566)
• Purchase Order Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45563)
• Sales Order Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45562)
• Payment Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45560)
• Invoice Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45559)
• Opportunities Preferences - Filtered out inapplicable options from the email template dropdowns, and moved some preferences under a new "Advanced Settings" section. (PL-45558)
• Activity Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45557)
• Estimate Preferences - Filtered out inapplicable options from the email template dropdowns, and moved some preferences under a new "Advanced Settings" section. (PL-45554)

Fixes

• Proposals - Fixed an issue where Category item types were available to select as proposal service items which caused sync conflicts. (PL-45590)
• Proposals -  Removed inaccurate time from the transaction date field on the email templates. (PL-45477)

Regards,

Nicolas

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Email Campaigns - Converted the Email From users-based dropdown to a dropdown of permitted sender addresses, to comply with new email provider security requirements. (PL-44936)
• New/Edit Email Template - Converted the Email From text input to a dropdown of permitted sender addresses, to comply with new email provider security requirements. (PL-44831)
• Send Email - Converted the Email From text input to a dropdown of permitted sender addresses, to comply with new email provider security requirements. (PL-44826)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

Fixes

• Xero Stability- Fixed an issue where creating Customer was causing an 'Unable to sync Entity' Error. (PL-45579)
• Purchase Orders - Removed inaccurate time from the transaction date field on the email templates. (pl-45499)
• Items - Fixed a bug where enabling the print item group was reset after refreshing the screen. (PL-45463)
• QBO -Fixed an issue where the "ShippingAddress" table was showing up. (PL-43854)
• Sales Orders - Removed inaccurate time from the transaction date field on the email templates. . (pl-45507)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

Fixes

• Payments - Removed the inaccurate time from the transaction date field on the email templates. (PL-45503)
• Sales Orders - Updated logic so peer-to-peer permissions are applied on Open Sales Order view and Closed Sales Order view. (PL-45451)
• Payments - Fixed an issue where the PaymentMethod was not always being populated on payments made via the Portal. (PL-45071)

Regards,

Hannah

The following updates are now live for users of Method

Fixes

• Gmail Sidebar - Fixed an issue where the users were unable to create records from the sidebar. (PL-45494)
• QuickBooks Desktop - Fixed an ambiguous column name BillRef error on sync engine. (PL-45532)
• Outlook Gadget - Fixed an issue where records were getting saved in main account instead of tenant. (PL-45512)
• Sales Receipts - Fixed an issue where the TxnDate included in the email would include a time instead of only the date. (PL-45520)
• Opportunities - Fixed an issue where line items with a total amount of 0 were not allowed to be saved. (PL-45246)
• Opportunities - Fixed an issue where converting an opportunity to another transaction would not properly populate the Sales Tax Code. (PL-45228)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Email Campaigns - Removed 'Ignore opt-out' checkbox to meet marketing email requirements. (pl-45337)

Fixes

• Sales Orders - Fixed an issue where line items featuring now inactive items were allowed to be edited or copied to a new invoice. (PL-45423)
• Field Crew - Fixed an issue where Work Orders with the status 'Not Scheduled' where showing in certain view filters. (PL-45413)
• Gallery - Fixed an issue where filter using value from screen was not working. (PL-44880)
• Actions - Fixed an issue where the gallery was not showing up when using the refresh control action. (PL-44879)
• Chart builder - Fixed an issue with 'Group By' borders missing. (PL-45363)

Regards,

Hannah