Method Community

The following updates are now live for users of Method New Features / Updates Email - Fixed an issue where email history was removed after trial period. (PL-47019) Fixes Sales Orders, Proposals - Fixed an issue where the SMS character limit was not properly validated. (PL-52899) Invoice - Resolved an issue where customer emails were ...

The following updates are now live for users of Method New Features / Updates Fixes Estimates - Fixed an issue where converting to invoice was not carrying over line items. (PL-52511) Invoices - Fixed an issue where wait for sync approval was not being respected. (PL-51871) Reports - Fixed an issue where date/time fields in reports were ...

The following updates are now live for users of Method Fixes Sales Reps - Fixed an issue where the Name dropdown became unfiltered upon clicking Save & New. (PL-52155) Attachments - Fixed an issue where the Add Attachment to RecordID action caused errors in some scenarios. (PL-52054) Sync Conflict - Fixed an issue where the unlink ...

The following updates are now live for users of Method New Features / Updates Classes - Added validation to prevent duplicate names. (PL-50407) Sales Reps - Added validation to prevent duplicate names. (PL-50406) Contacts - Added logic to disable the editing of inactive synced customers to avoid sync conflicts. (PL-49090) Fixes Work ...

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 ...

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 ...

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 ...