The following updates are now live for users of Method

New Features / Updates

• Items - Adding messaging to the New/Edit Group Item screen for QBO users to notify that portal reorders cannot be enabled for group items. (PL-44818)

Fixes

• Xero Sync - Fixed a dependency error on deleted transactions that use deleted line items. (PL-44809)
• QuickBooks Desktop - Fixed the calculations of multiple discounts when added to Sales Transactions. (PL-44874)
• Sync Conflicts - Fixed an issue where the unlink to SalesOrder button was not displaying. (PL-44838)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Opportunities - Added the ability to disable/enable portal reorders for group items. (PL-43546)

Fixes

• Email - Fixed an issue where the subject for multi-tenant emails was not populated with the tenant name. (PL-38436)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Opportunities - Improvements to the add/edit items experience on mobile devices. (PL-43160)
• Update app routine schedule to run on Cron Expression . (PL-44697)

Fixes

• Opportunities - Fixed an issue where line items were not carrying over when converting to an estimate. (PL-44721)
• Opportunities - Fixed an issue where amounts fields were not auto-populating when converting to an estimate . (PL-44158)
• Opportunities - Fixed an issue where work order line items were missing when converting from an opportunity. (PL-43895)
• Opportunities - Fixed an issue where price levels for line items were not considered on QBDT. (PL-43149)
• Xero: Fixed an issue where Conflicts were getting multiplied instead of updating the existing one for the disconnected status. (PL-44731)
• Cases Preferences XERO | "Portal" tab only shows when you click on "activities" tab. (PL-44687)
• New Case | Creating Follow Up Activity + Save Can Create Duplicate Follow Up Activities. (PL-43587)
• Opportunity Reorder Feature - Missing Email Templates. (PL-42843)
• Email Campaigns - Added error messaging for usage limits. (PL-42340)
• Send Email - Added error messaging for usage limits. (PL-42337)
• Work Orders - Fixed issue where Grouped Items were being duplicated when converting to an invoice . (PL-41555)
• Donations - Fixed issue where the Donation Receipt Email was filtered out of preferences. (PL-44655)
• Charts - Fixed an issue with chart alignment when chart has no data. (PL-44720)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• QuickBooks Desktop - Fixed an issue where the Inventory Assembly items were not syncing to QuickBooks. (PL-44726)
• HTML Editor - Fixed an issue where style tags were being ignored. (PL-38476)
• Customer Billing - Added additional clarification around email overage charges. (PL-39901)
• Mapping Widget - Fixed an issue where addresses with close proximity were not displaying. (PL-39373)
• Print Templates - Fixed an issue where invoice templates did not display the correct date. (PL-44245)
• App Routines - Fixed an issue where app routines with long action lists had performance issues. (PL-44180)
• Email Campaign - Added guardrails to prevent users from unintentionally resending the same campaign. (PL-44704)
• Estimates - Added logic to hide the status dropdown on Xero. (PL-44662)
• Invoices - Fixed an issue where changing the amount to pay would erase info about the payment. (PL-44035)
• Invoices - Added logic so WaitForSyncApproval stays unchecked when creating an invoice for a Customer Lead. (PL-44674)
• Estimates - Added logic to restrict edited the status for Xero. (PL-44491)
• Invoices & Estimates - Added logic to consider the correct currency. (PL-44144)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

Fixes

• Items - Fixed an issue where descriptions on group items were not syncing after being updated in Method or QBDT. (PL-41521)
• Items - Fixed an issue where “SalesTaxGroup” items in QBDT were causing sync conflicts on Invoices, Sales Orders, and Estimates. (PL-35877)
• Tables & Fields - Fixed an issue where Item views did not display the correct required fields. (PL-29880)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

Fixes

• Multi-Tenancy - Fixed an issue where the new tenant accounts were automatically getting connected to the head account's QBs file. (PL-44585)
• Screen Designer - Fixed an issue where Default Values For Editable Grid Columns were not referenced accurately. (PL-42576)
• Date Picker - Fixed an issue where users were unable to Scroll using the mouse wheel on time selections. (PL-40874)
• App Ribbons - Fixed an issue where basing app ribbons on the invoice line items table was causing errors. (PL-36093)
• Multi Tenancy - Fixed an issue where activity reminders from tenant accounts were redirected to the parent account. (PL-44076)
• Email Campaigns - Fixed an issue where multiple customers with the same email were sent repeat emails. (PL-44226)
• Cases - Fixed an issue where users were unable to enable cases via the Portal under preferences. (PL-44088)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

Fixes

• Web to Lead - Fixed an issue where inactive users were appearing as assignee options. (PL-44465)
• Estimates - Fixed an issue where markup items were being calculated inaccurately. (PL-16358)
• Contacts - Updated logic so billing address lines can be up to 500 characters. (PL-44605)
• Email Campaigns - Updated logic so duplicate button does not copy over contacts/entities that are inactive. (PL-44526)
• Deposits - Updated logic so a user can email an estimate that has a deposit without the payment gateway enabled. (PL-43550)
• Contacts - Removed screen validation for Xero account to allow a colon in the name field . (PL-44423)
• HTML Editor - Fixed an issue where uploading videos caused them to not play. (PL-41919)
• HTML Editor - Fixed an issue where scroll was intermittently disabled . (PL-43770)
• HTML Editor - Fixed an issue where section size was not respected on mobile devices. (PL-38082)
• Grids - Fixed an issue where save message was appearing on read-only grids. (PL-37982)
• DateTime Picker - Fixed an issue where default value was not displayed consistently. (PL-42331)
• Cases - Fixed an issue where assignee dropdown was not sorted or filtered appropriately. (PL-44586)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

Fixes

• Estimates - Updated logic so that when sending an email and an estimate has already been accepted, the original email is used instead of the approval email. (PL-44537)
• Deposits - Updated the logic on preferences so Users are aware they don't have the permissions to enable/disable deposits. (PL-44099)
• Sales Orders - Fixed an issue where the currency was not being used correctly on the email. (PL-43329)
• Estimates - Cleaned up the comments on the preferences screen. (PL-44041)
• Activities - Fixed an issue where links from the New/Edit Activity screen were not working on the mobile app. (PL-44169)
• Email Activity Log - Fixed an issue where retried emails did not show the correct time. (PL-43066)
• Call Web Service Action - Fixed an issue where the action was not returning correct results. (PL-43688)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• Opportunities - Fixed an issue where line items were not displayed when emailing an opportunity. (PL-44428)
• Tables & Fields - Fixed an Items views to show the correct required fields. (PL-29880)
• Custom Apps - Fixed an issue where edit permissions could not be set. (PL-44399)
• Text Field - UI Improvement to make border easier to see. (PL-44402)
• Calendar - Fixed an issue where comments were not appearing in event titles. (PL-43967)
• Purchase Orders - Fixed an issue to allow a maximum character length of 1000 on vendor messages for QBO . (PL-44419)
• Email Campaigns - Fixed an issue where blocked emails were showing as delivered status. (PL-44227)
• Email Campaigns - Fixed an issue where completed campaigns were still showing in progress. (PL-44157)
• Invoices - Fixed an issue where users were unable to calculate Shipping cost. (PL-44570)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

Fixes

• Google Calendar - Fixed an issue where the user was not able to connect with Google Calendar. (PL-44317)
• Deposits - Fixed an issue where default email templates were set incorrectly. (PL-44390)
• Taglist - Fixed an issue where linked tag fields were not displaying correctly. (PL-43805)
• Grids - Fixed an issue where users were unable to load records after changing the visible columns or views on a grid. (PL-43855)
• Actions - Fixed an issue where date filters were not being set correctly. (PL-38979)
• Show Message - Fixed an issue where action results were only displaying with specific formatting applied. (PL-43000)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Items - Added the ability to disable reorder functionality for specific items. (PL-44449)

Fixes

• Work Orders - Added logic for customers to use the price levels when adding items. (PL-44473)
• Charts - Fixed an issue with selecting text fields as filter criteria. (PL-44481)
• Charts - Fixed an issue selecting a screen when drill down is enabled. (PL-44482)
• Charts - Fixed an issue with filter criteria not appearing in some scenarios. (PL-44505)
• Xero - Added a validation for AccountID on invoice lines. (PL-44361)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

Fixes

• Opportunities - Fixed an issue where converting an Opportunity to a transaction did not update the sales pipeline.  (PL-43741)
• Opportunities - Fixed an issue where contact information was not updating correctly. (PL-43612)
• Gmail Sidebar - To support uploading attachments of up to 25 MB. (PL-44468)
• Estimates- Removed unnecessary action on the portal screen. (PL-43841)
• Deposits- Added logic to prevent the deposit amount exceeding the total estimate amount. (PL-43761)
• Deposits- Fixed issue where the generated sales receipt was missing relevant information. (PL-43621)
• Estimates - Fixed issue where email templates were not populating with the correct currency symbol. (PL-43327)
• SalesTaxTotal is marked as Unique on the Purchase Order Table in Fields and Tables. (PL-43693)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• QuickBooks Desktop- Fixed an issue where SalesTax items were being taxed on transactions causing incorrect Tax Calculation. (PL-44273)
• Xero Sync - Added support to sync DefaultCurrency from Xero contact to Entity CurrencyRef. (PL-44328)

Fixes

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

Fixes

• Proposals - Fixed an issue where the currency field was showing unnecessarily. (PL-44310)
• Payments - Fixed an issue where payment methods did not get updated. (PL-43893)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Adding More Tables and Fields Error for the Alert Systems Error. (PL-44066)
• Work Orders and Field Crew - SMS notifications. (PL-44247)
• QBO Sync Conflicts- Added a resolution and customer-understandable message for conflicts: TxnTaxDetail.TaxLineDetail.TaxLine.TaxRateRef. (PL-44331)
• Charts - Added additional date filter options in the criteria builder. (PL-44312)

Fixes

• App Ribbons - Fixed an issue where custom app ribbons were affecting screen load. (PL-42250)
• Actions - Fixed an issue where the change event on text input objects was not working as expected. (PL-36658)
• Audit Trail - Updated to show logs for the CustomerPaymentInfo table. (PL-43839)
• Map - Fixed an issue where the navigation arrow was not pointing to the correct address on mobile. (PL-41735)
• Charts - Fixed an issue issue with toggling yes/no fields in the criteria builder. (PL-44311)

Regards,

Harman