Method Community

The following updates are now live for users of Method Fixes Estimates - Fixed an issue where the Deposit Item dropdown still appeared on the Estimate Preferences screen when a user lacking the necessary permissions attempted to enable the Deposits feature. (PL-48602) Send Email, Email Campaigns - Fixed an issue where the Email From Name ...

The following updates are now live for users of Method New Features / Updates Domain Authentication - Admins will now receive an email notification when a new domain is successfully authenticated. (PL-46072) Fixes Proposals - Fixed an issue where the recurring payment app routine would stop running if a proposal customer becomes ...

The following updates are now live for users of Method New Features / Updates Internal Notes - Added UX improvements to make the creation process faster. (PL-46324) Work Orders - Added logic when creating an invoice to include the discounts applied to the estimate. (PL-46302) Proposals - Added a filter to the notification email dropdown to ...

The following updates are now live for users of Method New Features / Updates Editable Grids - Added a new empty state when no records are found. (PL-46079) Xero - Added a feature to allow using negative line items on transactions. (PL-46589) Method Sync Engine - Added a feature to allow choosing QBXML version to fix XML text stream ...

The following updates are now live for users of Method New Features / Updates Opportunities - Improvements to the add/edit items experience on mobile devices. (PL-43160) Update app routine schedule to run on Cron Expression . (PL-44697) Fixes Opportunities - Fixed an issue where line items were not carrying over when converting to an ...

The following updates are now live for users of Method Fixes Editable Grids - Fixed an issue where focus would automatically be set to the grid's search bar on screen load. (PL-35245) Editable Grids - Fixed an issue where the record count was incorrect when selecting records via the grid's checkbox column. (PL-33300) Send Email - ...

The following updates are now live for users of Method Fixes Email System Page - Fixes issues with search in Sent Emails screen. (PL-34310) Screen Designer - Fixed an issue where an error message would appear saying the screen has already been published when just viewing a button's actions in read-only mode. (PL-34267) Error Handling - ...

The following updates are now live for users of Method. New Feature The Send Email application has had numerous user experience improvements (PL-14758) A preference for the Email Campaigns app has been added to toggle whether or not "Create Acticity on Send" is checked by default (PL-17388) The Attachment Widget has been added to ...

The following updates are now live for users of Method. New Features Linked fields are now available for use on Editable Grids (PL-16357) The user experience for Select All for Grids and Editable Grids has been improved for clarity between selecting items in view and selecting all items across all pages. ...

The following updates are now live for users of Method. New Features Improved Permissions for the Contacts App Improved Portal experience for Vendors Bugs Fixed issue where the email link sometimes opened an extra browser tab (PL-4142) Updated available preferences for Donations App (PL-4706) Fixed issue ...