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

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

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

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

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

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

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

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

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

The following updates are now live for users of Method

Fixes

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

Regards,

Nicolas

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

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

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

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

The following updates are now live for users of Method

New Features / Updates

• Proposals - Added a back button to the view proposals screen. (PL-43198)
• Time Tracking - Added pre-set and custom date range filters to the time Tracking list screen. (PL-42400)

Fixes

• Method Sidebar: Removed 'Campaign Source' field from the screen. (PL-40369)
• Xero - Fixed an issue where amount is not calculated correctly when Discount is updated to 0 in Estimates and Invoices. (PL-40184)
• Calendar - Fixed an issue where the record count and pagination were not working as expected. . (PL-41028)
• Actions - Fixed an issue where controls were not updating on save as expected. . (PL-42986)
• Grids - Fixed an issue where searches with apostrophes were not properly returning results. . (PL-43067)
• Proposals - Fixed an issue where the customer price level was not being applied to proposal services. (PL-43037)

Regards,

Courtney