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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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The following updates are now live for users of Method
New Features / Updates
- SMS - Ability to send SMS messages. (PL-44259)
Fixes
- App Routines - Fixed an issue preventing app routines from publishing. (PL-43844)
- Permissions - Fixed an issue where user permissions were not being applied correctly in Multi-Tenant accounts. (PL-43846)
- Estimates - Fixed an issue where Approvals section was not appearing in Estimate Preferences. (PL-43591)
- Notifications - Fixed an issue where for Activity Follow up email reminders, the Company name was not shown in the email subject line. (PL-38103)
- Text Input Fields - Fixed an issue where the disabled state was inconsistent for different field types. (PL-43830)
- Proposals - Fixed an issue where the required currency record was not available in the proposal to invoice flow for Xero users. (PL-44078)
Regards,
Hannah
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The following updates are now live for users of Method
New Features / Updates
Fixes
- Accounting/Business Logic - Fixed an issue where the Discount value is incorrect on invoices. (PL-32062)
Regards,
Harman
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The following updates are now live for users of Method
New Features / Updates
- Guest - New Order Request | Order Request & New Order Request screen title is in the center of the screen. (PL-44028)
- Reorders - Added the ability to disabled reordering for individual items. (PL-43993)
- Opportunity Preferences - New Order Request - Opportunities - Populate Stage Automatically for Order Requests if No Default Set. (PL-43751)
- New Order Request - Opportunities - Populate Stage Automatically for Order Requests if No Default Set. (PL-43750)
- Reorders - When turning on the Reorders feature, users will no longer be required to set a default stage for new opportunities. (PL-42971)
Fixes
- Proposals - Fixed an issue were only 5 previous Invoices were accessible on the View Proposal invoice grid. (PL-44113)
- Proposals - Fixed an issue where an error was stopping the proposal status from changing on Xero accounts. (PL-44091)
- Reorders - Fixed an issue where titles were not centred on the screen. (PL-43921)
- Reorders - Fixed an issue where price levels were not accurately reflected in order requests. (PL-43150)
Regards,
Courtney
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The following updates are now live for users of Method
New Features / Updates
- Payments - Improved the way we handle scenarios where the Shuttle API is down or returning unexpected exceptions. (PL-43851)
Fixes
- Payments - Added redirect logic to navigate the user to the proper integrations/paymentgateways screen if they somehow landed on the wrong one. (PL-43973)
- Gmail Sidebar - Fixed a sign-in issue using Gmail. (PL-44209)
Regards,
Nicolas
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The following updates are now live for users of Method
New Features / Updates
Fixes
- API - Fixed an issue where API keys were missing in the account. (PL-44085)
- Reports - Fixed an issue where some reports were displaying dates incorrectly after the recent time change. (PL-43966)
Regards,
Harman
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