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

The following updates are now live for users of Method

Fixes

• Payments - Fixed an issue where payment portal wasn't opening in app on iPhone. (PL-39169)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

Fixes

• Fixed an issue where generating a report would cause an error in some scenarios. (PL-39483)

Regards,

Nicolas

The following updates are now live for users of Method:

Fixes

• Payments - 
Fixed an issue on the Guest - Payments screen where the CC and BCC email actions were not working. (PL-39257)

Regards,

Brian

The following updates are now live for users of Method

New Features / Updates

• Proposals - Updated the Service tabs flow to feature the editable grid. (PL-38671)

Fixes

• Proposals - Fixed a navigation error when navigating from and back to the New / Edit Proposals screen. (PL-39221)

Regards,

Ayushi

The following updates are now live for users of Method

New Features / Updates

• Sync - Updates to Method-only fields no longer trigger a sync for QBO and QBDT accounts. (PL-37968)
• Mobile - Eslint and Typescript. (PL-39040)

Fixes

• Import- Fixed an issue where update required multiple tries. (PL-38801)
• Import - Fixed an issue where fields were not mapping automatically when updating fields into the table. (PL-38736)

Regards,

Khamil

The following updates are now live for users of Method:

Fixes

• Work Orders - Fixed an issue where user permissions were not checked to access the preferences screen. (PL-27186)
• Donations - Fixed an issue where user permissions were not being checked when accessing the preferences screen. (PL-27199)

Regards,

Brian

The following updates are now live for users of Method

Updates

• Contacts - Renamed the "Delete" button to "Make Inactive" for leads in Xero accounts. (PL-39056)

Regards,

Ayushi