Method Community

The following updates are now live for users of Method New Features / Updates Donations - Updated recurring donations app routines with improved fail-safes and payment retry logic. (PL-47143) Donations - Updated recurring donation to recognize an expired payment method and notify the assign to. (PL-49313) Donations - Added an activity for ...

The following updates are now live for users of Method New Features / Updates QBDT Sync - Update "Email Instructions" to use new e-mail template. (PL-49149) Work Orders - Added improvements to Work Order creation. (PL-48734) Fixes Proposals - Fixed an issue where the signature was not showing on the sent PDF agreement. ...

The following updates are now live for users of Method Fixes Charts - Fixed an issue with filtering drill downs that caused grid to disappear. (PL-48117) Charts - Fixed an issue with icons not displaying in drill downs. (PL-45378) Grids - Fixed an issue with grids sizing on smaller screens. (PL-48271) Sync - Fixed an issue where the ...

The following updates are now live for users of Method Fixes Contacts - Updated maximum length validation rule fo to avoid entities with long names causing sync conflicts. (PL-47518) Email Campaigns - Fixed an issue where the Subject and From Name fields did not have character length validation applied. (PL-47474) Opportunities - Fixed an ...

The following updates are now live for users of Method New Features / Updates Email Campaigns - View Campaign screen improvements for campaigns in an error state. (PL-47375) Fixes Email Campaigns - Fixed an issue where duplicating a campaign with a long name would cause an error. (PL-47425) Invoices, Estimates - Fixed an issue where ...

The following updates are now live for users of Method New Features / Updates Edit Entity - Improved error message when a user is attempting to delete a customer with existing transactions on QBDT. (PL-46007) Fixes Edit Entity - Fixed an issue where allowing a customer with an active sub-customer to become inactive caused a sync ...

The following updates are now live for users of Method New Features / Updates Fixes Sales Orders - Fixed an issue where it was possible to set a TxnDate prior to the Inventory Start Date for some of the items included on the transaction, resulting in a sync conflict. (PL-46861) Sales Orders - Fixed an issue that occurred when creating a ...

The following updates are now live for users of Method New Features / Updates Activities - Add comment to label the Proposal Payment Unsuccessful email activity. (PL-46979) Email Settings - Added note calling out when emails will be sent from notifications@mail.method.me. (PL-46177) Communications History - Updated delivery server display ...

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 ...

The following updates are now live for users of Method New Features / Updates Cases Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45567) Donation Preferences - Filtered out inapplicable options from the email template dropdowns, and updated the print template dropdowns to only show options based off ...