The following updates are now live for users of Method

New Features / Updates

Fixes

• Cases - Fixed an issue where record id is appended to the title any time View Case on the portal is loaded. (PL-49258)
• Cases - Added missing grid columns when view a case for the mobile portal experience. (PL-49257)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Field validation - Improved malicious values detection. (PL-50101)

Fixes

• Contacts - Added logic to make the Work Orders tile number clickable on the portal homepage. (PL-50402)
• Terms - Removed the ability to edit Terms in order to avoid sync conflicts . (PL-50329)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Field validation - Improved malicious values detection. (PL-50101)
• Estimates - Added a push notification when a customer approves or rejects within the portal. (PL-50312)

Fixes

• Contacts - Added logic to make the Work Orders tile number clickable on the portal homepage. (PL-50402)
• Terms - Removed the ability to edit Terms in order to avoid sync conflicts . (PL-50329)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Work Orders - Added a customer portal experience (Partial). (PL-47985)

Fixes

• Email Campaigns - Fixed an issue where "Blocked" and "Unverified domain" emails were being counted as Delivered in the campaign analytics. (PL-50218)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• QBO - Fixed an issue where the data was not fully synced on Initial sync. (PL-50197)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Proposals - Fixed the View Accepted Agreement button to show the PDF after rejection or cancellation. (PL-50096)

Regards,

Hannah

The following updates are now live for users of Method

Fixes

• QBDT Sync - Fixed an XML parsing error for Vendor Credit table. (PL-50174)

Regards,

Nicolas

The following updates are now live for users of Method

Fixes

• QBO - Fixed issues with sequence while using Bundle Items. (PL-50136)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

• Contacts - Updated contacts to display their currency on Xero when multi-currency is enabled. (PL-49544)
• Accounts - Added validation to ensure income accounts currently in use cannot be deleted. (PL-43039)
• Work Orders - Improved SMS preview for reminders when a contact had been deleted from the retrieved transaction. (PL-49951)

Fixes

• Proposals - Fixed an issue where the payment method was considered expired 1 month before expiry. (PL-49908)
• Opportunities - Fixed an issue where creating an estimate from the opportunity defaulted "Wait for sync" to off. (PL-49909)
• Opportunities - Fixed an issue where the top navigation was missing on the reorders tab when there are existing records. (PL-49748)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Discover Hub - Added new quick demo for Email Marketing app package. (PL-49585)
• Proposals - Improvements for Xero. (pl-48948)

Fixes

• Activities - Fixed an issue where the To and From fields were not populating on emails sent from the Send Transaction Email screen. (PL-49717)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Purchase orders - Added the ability to edit purchase order emails and recipients before sending. (PL-49019)

Fixes

• Grids - Fixed an issue column sizing when searching/filtering. (PL-46421)
• Send Email - Fixed issue where customer payment info was not being updated when editing email details for Proposals. (PL-49996)
• Send Email - Fixed date formatting inconsistency when editing email details for transactions. (PL-49923)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• App Ribbons - Fixed issues with the cursors being used in the UI. (PL-49518)
• Donations - Added an 'Expired' status to indicate an expired payment method on a recurring donation. (pl-49745)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Opportunities - Fixed an issue where the Reorder Rejection Email preference was not being respected. (PL-49945)
• Estimates - Fixed an issue where the Master Admin would be assigned the sales reps completed activity. (PL-49924)
• Web to lead - Fixed an issue with undesired scroll on web to lead forms. (PL-48388)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Onboarding - Show jobs to be done list based on vertical and install related app bundles and quick demos. (PL-49627)
• Work Orders - Enhanced experience when setting reminders to clarify the send date and indicate if a reminder cannot be sent or changed due to timing restrictions. (PL-49553)
• Work Orders - Added option in Preferences to set desired template for external email notifications. (PL-49371)
• Work Orders - Added a default print template. (PL-33812)
• Donations - Updated recurring donations to skip expired payment methods to avoid app routine failure. (pl-49902)

Fixes

• Work Orders - Improved experience in Preferences when previewing notifications with no existing Work Orders. (PL-49233)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Charts - Added support for drill down experience on mobile. (PL-49867)

Fixes

• Purchase Orders - Fixed an issue to stop percentage rate items from carrying to a Purchase Orders created by an Invoice, Estimate or Sales Order. (PL-49877)
• Purchase Transaction - Fixed an issue where percentage rate items could be added to Bills and Purchase Orders. (PL-49123)

Regards,

Arshi