Method Community

The following updates are now live for users of Method New Features / Updates Donations - Improved logic to handle inactive customers and assignees on recurring donations. (PL-49117 ) Fixes Contacts - Fixed an issue of updating the Title field while editing the contact. (PL-47622) Send Transaction Email - Fixed an issue where the ...

The following updates are now live for users of Method New Features / Updates Proposals - Updated screens to show the offer expiry date and implement new status pills. (PL-48756) Proposals - Updated the send proposal show message if settings are requiring payment but no payment gateway is set-up. (PL-49086) Fixes Grids - Fixed an issue ...

The following updates are now live for users of Method New Features / Updates New/Edit Items & Payments - Updated screens to ensure inactive income accounts cannot be selected. (PL-43624) Work Orders - Added the ability send automated customer reminders. (Pl-42564) Fixes QBO - Improved the workflow when someone tries to update ...

The following updates are now live for users of Method Fixes Sales Orders - Fixed an issue where line item quantity did not use the correct quantity when creating an invoice. (PL-49105) Regards, Arshi

The following updates are now live for users of Method New Features / Updates Charts - Improved the UI for when charts aren't correctly setup. (PL-42510) Grids - Improved the UI for when no records are found in editable grids. (PL-48421) Chips - Fixed the sizing of chips. (PL-47149) Chips - Updated text searches to default to Contains ...

The following updates are now live for users of Method New Features / Updates QBO - Fixed the issue where the order of the line items was changing after adding the Group Items. (PL-48505) Gmail Sidebar - Added a feature for the Xero SSO option enabled. (PL-46807) Fixes Estimates - Fixed an issue where the DepositAmount field was ...

The following updates are now live for users of Method New Features / Updates System Pages - Improved grid styles. (PL-48517) Send Transaction Email - Updated logic to pull the EmailSenderName from the EmailSender table. (PL-48912) Guest Payment - Ensured PaymentMethod value was being set as part of the payment process. (PL-48693) Contacts ...

The following updates are now live for users of Method New Features / Updates Proposals - Updated the list screen with the expiry date column for relevant filters and improved the email activity comments. (PL-48729) Show new Invite User email template for all Users. (PL-44753) Xero Onboarding - Coming from verticals directly like Field ...

The following updates are now live for users of Method New Features / Updates Items - Removed the IsAvailableForReorder checkbox for item types that are not applicable in the reorders flow. (PL-48810) Payments - The Payment Method field is no longer required on the New/Edit Payment screen. (PL-48749) Work Orders - Updated the bulk invoicing ...

The following updates are now live for users of Method New Features / Updates Gmail Sidebar - Added a feature for the new sign-in UI and SSO options (Intuit, Google, Apple, Microsoft) enabled. (PL-46810) Fixes Gmail Sidebar - Fixed an issue with work orders created from the sidebar showing the wrong date and time on the calendar. ...