The following updates are now live for users of Method

New Features / Updates

Fixes

• Charts - Fixed an issue with loading charts when using 2+ relative date filters. (PL-46515)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Estimates, Sales Orders, Invoices - Added the ability to convert to a purchase order. (PL-45918)
• More Manual SMS Notifications - Release Ticket. (PL-46508)
• Proposals - Updated what statuses can be accessed from each stage of a proposal. (PL-45009)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Contacts - Updated 'Email Communications" header to include the SMS option. (PL-46337)

Fixes

• Contacts - Fixed an issue where a validation message was thrown in the case of a duplicate Name value instead of FullName. (PL-46382)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Sales Receipts - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46128)

Fixes

• Fixed a corruption for the 'Items' table for account oceanmarine. (PL-46264)
• V4 Designs - Advanced Settings page - Hyperlinking chat and email option. (PL-46243)
• Bills - Fixed an issue where the RecordID column was formatted as a Date field. (PL-46209)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

• SSO Integrations - Implement SSO for Zapier sign-in. (PL-46198)
• Invoices - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46120)
• Sales Orders - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46127)

Fixes

• QuickBooks Online - Fixed where Items were not available in dropdown when creating a Purchase Orders. (PL-46282)
• Contacts - Improved the error message for QBDT users that appears when attempting to delete an entity that has transactions associated to it. (PL-45985)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Proposals - Assigned a backup recipient for communications if the Assign To or the customer contact become inactive. (PL-44722)
• Proposals - Improved validation for sending the proposals payment expiring email. (PL-44714)
• Proposals - Added an activity to log automatic external email notification. (PL-44712)
• Proposals - Added a prepare for accounting action when payment is received. (PL-44708)
• Sales Orders - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46127)
• Estimates - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46108)

Fixes

• Bills - Added a copy button on the New/Edit bill screen for the mobile view. (PL-46234)
• Proposals - Fixed an issue to ensure the proposal is checking the active status of the customer before running the app routine. (PL-45081)
• Estimates - Fixed an issue where sales receipts received as a deposit on an estimate did not immediately sync to QuickBooks. (PL-46021)
• Estimates - Fixed an issue on the Estimate Acceptance and Estimate Rejection email templates where information about the customer contact was displayed instead of the internal Method user. (PL-45929)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Multi-Tenant - Fixed an issue where Transaction History was displaying across main and tenant Accounts. (PL-46221)
• Communications - Fixed an issue where loading the Email Details for failed emails. (PL-46032)

Regards,

Nicolas

The following updates are now live for users of Method

Fixes

• Opportunities - Fixed an issue where the Create Invoice button was missing from Estimates when converted from an Opportunity (Xero). (PL-46223)
• Proposals - Fix for "Recurring Invoices & Payments" app routine failure in Xero accounts. (PL-46073)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

• Functional - Add edit experience to Address component. (PL-44127)
• Functional - Implement field block actions on runtime. (PL-44691)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Contacts - Added handling to reject a proposal when a customer becomes inactive. (PL-45991)
• Contacts - Added a check for active proposals when the assigned contact is being deleted. (PL-45911)

Fixes

• Email Campaign- Fixed an issue where campaigns were intermittently stuck on "In Progress" status. (PL-45746)
• Contact Activity Panel - Unable to Save Attachment on New Activity Creation. (PL-44191)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Proposals - Added back-up recipients for emails and activities if the Assigned To or Customer Contact become inactive. (PL-45992)
• Proposals - Added a save button for new functionality. (PL-44786)
• Proposals - Excluded the 'Completed' status from proposals in 'Sent' status. (PL-44707)
• Proposal - Added the ability to edit the Assigned To and Customer Contact on existing proposals. (PL-44695)
• Proposals - Added a 'Make a Copy' button to the View Proposal screen. (PL-42723)
• Reports - Updates to some of the stock app Reports screens to leverage the new chart drill-down functionality. (Estimates, Sales Receipts, Purchase Orders). (PL-45648)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• Email History - Sending an email directly to an unsubscribed contact no longer causes the email to get stuck in the email send list. (PL-45998)
• Payments - Fixed an issue where payment records were not created for portal transactions. (PL-45859)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• Sync - Fixed an issue where customer leads are not converting to Customers when transaction syncs. (PL-45844)
• Payments - Fixed an issue where the payment record did not get logged correctly when paying more than one invoice on the portal in some scenarios. (PL-45858)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Send Email Action - Will now include the option to flag emails as Marketing and append an unsubscribe link in the header on supported email providers. (PL-45138)

Fixes

• Charts - Fixed an issue where saving a chart was slow. (PL-45860)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Insights Dashboard - Updates to the stock screenlets featuring Charts to leverage the new drill-down functionality. (PL-45816)

Fixes

• QBO - Fix for the 'IsPrintItemsInGroup' field not holding the expected values at the transaction line level. (PL-45838)

Regards,

Arshi