The following updates are now live for users of Method

New Features / Updates

Fixes

• Work Orders - Fixed an error caused by deleting an invoice linked to a work order. (PL-41948)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Sales Receipts - Updated advanced filter on the grid to be consistent with other transactions. (PL-41030)
• Dashboard - New list to keep track of active proposals. (PL-40625)

Fixes

• Tables & Fields - Fixed an issue where making a field required was giving an error even when every record in the table wasn't NULL. (PL-39818)
• Editable Grids - Fixed an issue when clicking the "View selected records" link on a grid based on the EmailsSent table. (PL-38036)
• Contacts - Fixed character length validation for the Entity field Name which was causing sync conflicts. (PL-41935)
• Contacts (Mobile) - Fixed an issue where users were unable to add dashes and parentheses to the mobile/phone fields. (PL-41308)
• Contacts - Fixed an issue where the Shipping info was displayed in the billing info column on the Companies grid. (PL-41124)
• Items - Fixed an issue where users were unable to add multi-line descriptions for non-inventory items. (PL-41097)
• Proposals - Fixed an issue with line item sequences changing on proposals while they're in the draft. (PL-41851)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• Actions - Fixed an issue where some Conditional Statement actions generated an error relating to comparing strings as date/time. (PL-38575)
• Editable Grids - Fixed an issue where the export functionality was not working. (PL-41283)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• New features allowing users and customers to update the auto-payment method on a proposal through the customer portal and proposals app. (PL-39323)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

Fixes

• Fixed - Processed Payments from the portal are not recorded in Method. (PL-41815)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• Push Notification - Fixed an issue where multi-tenant accounts were unable to send notifications to some users. (PL-41767)
• Work Orders - Fixed an error when routing contacts with the same address. (PL-40989)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• Gmail Sidebar - Fixed an issue where merge fields not showing value for follow-up activities emails. (PL-40484)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Work Orders - Fixed an error when routing contacts with the same address. (PL-40989)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Email Campaigns - Updated the Preferences experience. (PL-40798)

Fixes

• Sync Conflicts -"Unlink Purchase Order" button not working for LinkToTxn Bills sync conflicts. (PL-41673)
• Time Tracking - Fixed an issue where an error was being caused by large time tracking entries. (PL-41522)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Sales Orders - Updated the Preferences experience. (PL-40807)
• Recurring Donations - App Routine update to fix payment recurrence . (PL-41633)

Fixes

• API - Fixed errors while generating API keys. (PL-41586)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Work Orders - Updated the preference screen experience. (PL-40814)
• Estimates - Consolidated accounting preferences into one version. (PL-41006)
• Time Tracking - Updated preferences experience. (PL-40812)
• Invoices- Redesign of preferences screen for a more user-friendly experience. . (PL-40297)
• Sales Receipts - Redesign of preferences screen for a more user-friendly experience. . (PL-40296)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Date/Time Picker - Fixed an issue where manually inputting a default date for a date picker caused an error. (PL-11934)
• Date/Time Picker - Fixed an issue where the picker does not change Year when the format is set to show only year. (PL-41454)
• Tables & Fields - Removed the ability to create "unique" field when creating custom field in a table containing data. Users can make it unique once data has been added to that field. (PL-41331)
• Tables & Fields - Removed the ability to create "required" field when creating custom field in a table containing data. Users can make it required once data has been added to that field. (PL-38686)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Sync Conflicts - Added better messages for users to avoid Time Tracking conflicts. (PL-41264)
  

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• 2FA- Added the ability to authenticate via SMS. (PL-39087)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Work Orders - Added logic on the Outlook Gadget to only allow users to edit a work order if they have permission to edit. (PL-27889)

Regards,

Nicolas