The following updates are now live for users of Method

Fixes

• Estimates, Sales Orders, Invoices - Fixed an issue where users could not add items to a transaction with an inventory start date matching the transaction date. (PL-47498)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Grids - Fixed some issues which caused performance issues on some screens. (PL-47091)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

Fixes

• Web to Lead - Fixed an issue where vertical borders were visible on web forms. (PL-44756)
• Email Campaigns - Fixed an issue where clicking the link in the free email usage text navigated the user to the wrong system page. (PL-47546)
• Purchase Orders - Fixed an error caused by the "To be emailed" QuickBooks field when clicking save/print/email buttons. (PL-47506)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• Contacts - Updated maximum length validation rule fo to avoid entities with long names causing sync conflicts. (PL-47518)
• Email Campaigns - Fixed an issue where the Subject and From Name fields did not have character length validation applied. (PL-47474)
• Opportunities - Fixed an issue where the Add Item button was still clickable on reorder opportunities that should not be editable. (PL-47284)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Email Campaigns - View Campaign screen improvements for campaigns in an error state. (PL-47375)

Fixes

• Email Campaigns - Fixed an issue where duplicating a campaign with a long name would cause an error. (PL-47425)
• Invoices, Estimates - Fixed an issue where items not marked for sale were appearing in the Item dropdowns. (PL-47388)
• QBDT Sync - Fixed an XML parsing error for Purchase Order when both InventorySiteRef and ShipToEntityRef are being passed. (PL-47405)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

Fixes

• QBDT Sync - Fixed an issue where Exchange Rate was not syncing properly with Purchase Orders. (PL-47421)
• QBDT Sync - The Mobile field is non-syncable for Vendor and Customer, fix to make sure it is not nullifying after sync. (PL-47371)

Regards,

Hannah

The following updates are now live for users of Method

Fixes

• Email Campaigns - Fixed an issue where emails with a status of "Not sent" were not properly accounted for in the campaign statistics. (PL-47347)
• Contacts - Fixed an issue where the user was unable to update the name of a duplicate customer. (PL-47318)
• Safari - Fixed an issue where some components of the interface were inaccessible when using Method on iPad with Safari Browser. (PL-46039)
• Calendar - Fixed an issue where calendar was intermittently flashing and showing a blank screen. (PL-37632)

Regards,

Nicolas

The following updates are now live for users of Method

Fixes

• Charts - Fixed an issue where In List was not available for Yes/No fields. (PL-47207)
• Email Campaigns - Fixed an issue where emails with a status of "Not sent" were not properly accounted for in the campaign statistics. (PL-47347)
• Contacts - Fixed an issue where the user was unable to update the name of a duplicate customer. (PL-47318)
• Grids - Fixed an issue that may have caused grids to be slower in some scenarios. (PL-47349)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

• Email settings - Added a new provider summary page that provides advanced detail on email delivery. (PL-47390)

Fixes

• Actions - Fixed an issue where paste below was not working as expected. (PL-42724)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Donations - Updated the mobile grid columns to reduce crowding and show the most relevant information. (PL-36655)

Fixes

• Recurrence Widget - Fixed an issue where customers were unable to create recurring work orders. (PL-47253)
• Payments - Fixed issues experienced when attempting to apply a partial payment to an invoice. (PL-46434)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Time Tracking - Added logic to hide and show relevant button option for QBDT. (PL-42923)

Fixes

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

• Email Settings - Failure reason will now display when attempting to authenticate a domain. (PL-45308)

Fixes

• Estimates - Added logic when a deposit is paid to sync the transaction. (PL-47277)
• Activites - Fixed the Save & New experience to set focus on the first field after clicking. (PL-22427)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Domain Authentication - Admins will now receive an email notification when a new domain is successfully authenticated. (PL-46072)

Fixes

• Proposals - Fixed an issue where the recurring payment app routine would stop running if a proposal customer becomes inactive. (PL-47195)
• Send Email - Fixed an issue where the stock send email screen did not input the email contents on the Activity. (PL-47238)
• Work Orders - Fixed issues where when choosing a contact the details were not being populated on screen . (PL-47259)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Activities - Added tab view on the list screen. (PL-46303)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

• Work Orders, Field Crew - Added the ability for users to customize the SMS text messages. (PL-46843)

Fixes

• Reports & Print Templates - Fixed an issue where the copy tool was not using the name entered by the user. (PL-39355)
• New / Edit Work Order | "Email" button does not merge fields from the Customer table. (PL-46836)
• Items - Added filter for service items to exclude AR and AP accounts. (PL-47140)

Regards,

Harman