The following updates are now live for users of Method

New Features / Updates

• Proposals — Modify Take Payment functionality on View Proposal screen. (PL-39837)

Fixes

• Account creation— Added ShipMethod to be regenerated on signup process to make it accessible by the customer. (PL-39879)

Regards,

Ayushi

The following updates are now live for users of Method

New Features / Updates

Fixes

• Text Input - Fixed an issue where the account preference for negative numbers display was not reflected in text inputs. (PL-22015)
• Cells - Fixed an issue where cell background colors were not displaying the same colors as other objects. (PL-26703)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Work Orders - Added tabs to switch between the Work Order List and Calendar. (PL-37555)
• View Contact & Edit Entity - Removed the obsolete "Campaign" field from these screens. (PL-39899), PL-39898, PL-39892)

Fixes

• Invoices - Fixed error thrown when BillAddressLine 1-5 > 41 chars. (PL-39773)
• Proposals - Fixed error when accepting a proposal via the View Proposal screen. (PL-39829)
• Proposals - Fixed error when trying to accept a Proposal on Xero. (PL-39188)

Regards,

Khamil

The following updates are now live for users of Method

New Features / Updates

• Tables & FIelds - Added "All Time" as a new option in the TimeRange table for all accounts. (PL-39499)

Fixes

• Proposals - Fixed an issue where there was no preference for the Terms Engagement Letter and a proposal was created. (PL-39844)
• Proposals - Fixed the mobile view on the View Proposal screen. (PL-39633)
• Portal - Removed unnecessary text component from Customer Edit screen. (PL-39814)

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Purchase Orders - Add terms dropdown for QBO and QBOG accounts. . (PL-39681)

Fixes

• Editable Grid - Fixed an issue where clicking a card column was not triggering the Row Click event. (PL-39656)

Regards,

Ayushi

The following updates are now live for users of Method

New Features / Updates

• Proposals - Added a dropdown to set the Engagement Letter Template preference. (PL-39641)
• Proposals - Updated the portal screen to use a stepper instead of tabs. (PL-39631)
• Accounts - Added the FullName field to the Accounts list for QBDT Accounts. (PL-39732)

Fixes

• Import/Export- Reduced the number of API calls from export and imposed limitations on import file parsing to prevent service interruptions. (PL-39694)
• Proposals - Fixed an issue where the Previous button was missing on the Terms step when creating a proposal. (PL-39822)

Regards,

Hannah

The following updates are now live for users of Method

Fixes

• Cases - Added a "Save & Back" button to the New Case screen. (PL-33138)
• Date/Time widget - Fixed an issue that prevented year 2001 from being entered. (PL-39738)
  
  

Regards,

Ayushi

The following updates are now live for users of Method

New Features / Updates

• Work Orders - Added logic so only users with edit permissions can create or edit a work order. (PL-27888)
• Proposals - Added logic so the preference chosen for the Engagement Letter Template is reflected when sending a Proposal or viewing the acceptance letter. (PL-39598)

Fixes

• Estimates - Fixed an issue where the SalesTax item type didn't load the Rate into the grid properly. (PL-39627)
• Invoices - Fixed an issue where the SalesTax item type didn't load the Rate into the grid properly. (PL-39624)
• Contacts - Fixed an issue for Xero users where selecting an invoice to pay was not populated. (PL-39054)
• Proposals - Fixed an issue where inactive items could be selected in the services grid. (PL-39644)
• Proposals - Fixed issues with the mobile design of the stepper on the New/Edit Proposals screen. (PL-39630)
• App Routines - Fixed an issue where the App Routine History page would not load properly for some accounts. (PL-39660)
• Text - Fixed an issue where text objects were no longer wrapping properly to multiple lines when Click event actions were added. (PL-27478)
• Date/time widget - fixed an issue prevented selecting dates on a Follow-up Activity. (PL-39684)
• Date/Time picker is not storing selected value. (PL-39693)
• Portal - Custom Portal screen coming up blank. (PL-39572)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Items - Fixed an issue where fields were not validated with a new validation feature. . (PL-26337)

Fixes

• Audit Trail - Fixed formatting & an issue that prevented filtering by time. . (PL-39581)
• Multi-tenancy - Fixed an issue for an account where the TenantID Field was an Integer instead of a Dropdown. (PL-39594)
• Sales Orders/Sales Receipts - Fixed an issue where the SalesTax item type didn't load the Rate into the grid properly. (PL-39628)

Regards,

Nicolas

The following updates are now live for users of Method:

New Features / Updates

• Email Templates - Updated logic so stock Method email templates can no longer be edited directly without making a copy first. Gives users the ability to revert back to the original and receive updates from Method. (PL-38754)

Regards,

Brian

The following updates are now live for users of Method

New Features / Updates

• Proposals & Donations - Updated the tab styles' height and padding on the screen. (PL-39524)

Fixes

• Activity type - Fixed an issue with enabling "Cause reminder". (PL-39576)
• Multi-tenancy- Fixed an issue where user permissions weren't modifiable to access the head tenant when they were invited first to the subtenant. (PL-39376)
• Mapping Functions - Fixed an issue where the mapping functions action returned the wrong address in some scenarios. (PL-39513)
• Transactions - Fixed an issue where creating a new line item with a QTY field equal to or less than 0 resulted in an error. . (PL-39585)
• Transactions - Fixed an issue where leaving the Date required field blank and trying to change the Customer selected in the Customer dropdown resulted in an error. . (PL-39577)

Regards,

Ayushi

The following updates are now live for users of Method

New Features / Updates

• Work Orders, Field Crew, Activities - Added a filter on Calendar to hide canceled events. (PL-36532)

Regards,

Nicolas

The following updates are now live for users of Method:

Fixes

• Payments - Fixed an issue where clicking the save button also processed the payment (Xero). (PL-39053)

Regards,

Brian

The following updates are now live for users of Method

New Features / Updates

• Work Orders - Updated and added header for New / Edit Work Order screen. (PL-39418)
• Sales Transactions - Added logic to prevent invalid tax options from being applied to Subtotal tax items (QBDT).

Fixes

• Work Orders - Fixed an issue where Field Crew notes were shown on the Work Order List screen. (PL-39503)

Regards,

Ayushi

The following updates are now live for users of Method

New Features / Updates

• Proposals - Added the total amount of a proposal to the View Proposal screen. (PL-39242)

Fixes

• Contacts - The Fax field has moved from the Edit Contact screen to the Edit Customer/Vendor screen. (PL-39342)

Regards,

Khamil