Method Community

 

Release Notes

  • Method Updates - November 16th, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • QBO API Upgrade -Version 34: Support for Tax Classification Service. (PL-42902)

    Fixes

    • Manage Apps - Fixed an issue where the Last Modified Date of screen versions was inaccurate. (PL-42483)
    • Invoices - Fixed an issue where users were receiving a 404 error when trying to print invoices. (PL-43285)
    • Opportunities - Fixed an issue where the stage list dropdown was not loading when accessed through the App Ribbon. (PL-43068)
    • Opportunities - Fixed an issue where copying an opportunity also duplicated all the activities of the original. (PL-43470)
    • Proposals - Fixed an issue where missed auto-payments were not being attempted again on the next run of the app routine. (PL-43465)

    Regards,

    Courtney

  • Method Updates - November 15th, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Reorders - Added logic to update the reorder opportunity to "Closed Won" when a related estimate is converted to an invoice. (PL-43515)

    Fixes

    • Estimates - Added link for method user to access signed estimate pdf. (PL-43788)

    Regards,

    Hannah

  • Method Updates - November 13th, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Portals - Updated homepage to accurately show 0 counts on navigation tiles. (PL-41725)
    • Opportunities - Fixed an issue where the opportunity stage was not populating automatically for order requests. (PL-42971)

    Regards,

    Harman

  • Method Updates - November 8th, 2023

    The following updates are now live for users of Method

    Fixes

    • Invoices & Estimates - Fixed an issue where DISCOUNT title was being shown with no value. (PL-43772)
    • Estimates - Fixed issue when send an email to user when confirming deposit payment. (PL-43622)
    • Opportunities - Fixed an issue where the description on line items was populating incorrectly. (PL-43145)

    Regards,

    Hannah

  • Method Updates - Nov 3rd, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Time Tracking - Updated the Time Tracking list to show duration in hh: mm format. (PL-42712)

    Regards,

    Harman

  • Method Updates - November 2nd, 2023

    The following updates are now live for users of Method

    Fixes

    • Method SMS Pricing Tier throws action execution error when retrieving value for Trial accounts. (PL-43377)

    Regards,

    Courtney

  • Method Updates - November 1st, 2023

    The following updates are now live for users of Method

    Fixes

    • Estimates - Fixed an error on QBDT when accepting an estimate. (PL-43719)

    Regards,

    Hannah

  • Method Updates - October 31st, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Activities - Add new activity type for outgoing SMS. (PL-43110)

    Fixes

      Regards,

      Nicolas

    • Method Updates - October 26th, 2023

      The following updates are now live for users of Method

      New Features / Updates

      • QBO Version 34 - Support for Tax Classification Service: Migration line items. (PL-42960)

        Regards,

        Courtney

      • Method Updates - October 25th, 2023

        The following updates are now live for users of Method

        Fixes

        • Calendar - Fixed an issue where elements were overlapping in the UI. (PL-43097)
        • Email Campaigns - Fixed an issue where the file name was not being retained on attachments. (PL-42976)
        • Mailchimp connection error on Warehouse. (PL-43446)

        Regards,

        Hannah

      • Method Updates - October 24th, 2023

        The following updates are now live for users of Method

          Fixes

          • QuickBooks Online - Make TaxExemption reason 'OTHER' available in Method. (PL-43514)

          Regards,

          Nicolas

        • Method Updates- October 23, 2023

          The following updates are now live for users of Method

          New Features / Updates

          • Grids - Added the ability to set display format as hh:mm for time duration. (PL-43117)
          • Proposals - Added 'Next Invoice Date' column to the list screen. (PL-43200)
          • Opportunities - Fixed an issue where the line items grid was uneditable for Order Requests. (PL-42851)

          Fixes

          • Method Sidebar for Gmail - Fixed and issue where customers were not able to save changes under View User Settings. (PL-43575)
          • Opportunities - Fixed an issue where the rate column was disabled for Opportunity line items. (PL-42937)

          Regards,

          Ayushi

        • Method Updates - Oct 20th, 2023

          The following updates are now live for users of Method

          New Features / Updates

          • Reorders - Updated to allow reordering services in addition to items. (PL-41938)
          • Portals - UI change to headers. (PL-41724)

          Fixes

          • REST API - Restrictions on direct POST requests in the Item and Entity tables. (PL-39874)
          • Portals - Fixed an issue where the mobile button color was inconsistent with the desktop UI. (PL-42853)
          • Reorders - Fixed an issue where new opportunities created via order requests were missing information. (PL-42852)
          • Portals - Fixed an issue where clicking on the back button did not perform as expected. (PL-42848)

          Regards,

          Harman

        • Method Updates - October 18th, 2023

          The following updates are now live for users of Method

          Fixes

          • Email - Fixed an issue preventing some users from viewing the Emails Sent page. (PL-43100)
          • Estimates - Fixed an issue on QBG where shipping address for country was not being autopopulated. (PL-43269)

          Regards,

          Hannah

        • Method Updates - Oct 13th, 2023

          The following updates are now live for users of Method

          New Features / Updates

          • Insights Dashboard - Added a new screenlet to allow users to view pending order requests. (PL-41723)

          Fixes

          • Opportunities - Fixed an issue with converting an Opportunity to an Invoice on QBDT. (PL-42842)

          Regards,

          Harman

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