Method Community

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 ...

The following updates are now live for users of Method New Features / Updates Fixes Xero Stability- Fixed an issue where creating Customer was causing an 'Unable to sync Entity' Error. (PL-45579) Purchase Orders - Removed inaccurate time from the transaction date field on the email templates. (pl-45499) Items - Fixed a bug ...

The following updates are now live for users of Method Fixes Gmail Sidebar - Fixed an issue where the users were unable to create records from the sidebar. (PL-45494) QuickBooks Desktop - Fixed an ambiguous column name BillRef error on sync engine. (PL-45532) Outlook Gadget - Fixed an issue where records were getting saved in main ...

The following updates are now live for users of Method Fixes Opportunities- Added logic to check permissions when converting to a transaction. (PL-45127) Purchase Orders - Fixed an issue where deleted items on transactions were still functional causing sync conflicts. (PL-45153) Emails - Fix an issue where email usage limits were not being ...

The following updates are now live for users of Method Fixes Sales Orders - Fixed an issue where monthly email limits were not being communicated when reached on a transaction email button. (PL-44984) QuickBooks Desktop - Fixed an issue where Sales Receipt line items were causing the XML text Stream error on Sync Engine. (PL-45101) Email ...