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  • BUG February Version: Send Email Action - Attaching Doc Not Working

    I have an action that attaches a Document to a Send Email action. In the February version of Method the document is not being attached. I just tested it side by side with the October version and that October still works but not February. Please fix.
    Posted to Method:Classic General Q&A (Forum) by Blake C on 03-04-2014
  • Method Updates - May 1st, 2025

    The following updates are now live for users of Method New Features / Updates Fixes Email Service - Added ability to mark shared emails as "not visible" so they will be hidden from sender dropdowns. (PL-53642) Email Service - Fixed an issue where customers were unable to view sent emails on the next day after account ...
    Posted to Release Notes (Weblog) by Method_John on 05-01-2025
  • Method Updates - Mar 20th, 2025

    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 ...
    Posted to Release Notes (Weblog) by Method_John on 03-20-2025
  • Method Updates - Feb 27th, 2025

    The following updates are now live for users of Method New Features / Updates Fixes Work Orders - Fixed logic to respect the from field in the email template. (PL-52211) Proposals - Fixed an issue where the recurring payments app routine did not properly handle currency, leading to errors. (PL-51823) Estimates - Fixed an issue where users ...
    Posted to Release Notes (Weblog) by Method_John on 02-27-2025
  • Method Updates - Feb 10th, 2025

    The following updates are now live for users of Method New Features / Updates Mobile - Improved error logging by adding app version and OTA version. (PL-50909) Mobile - Added metadata tracking for device type on sign in. (PL-51057) Fixes Tables & Fields - Fixed an issue where unchecking the Is Unique constraint on a field did not ...
    Posted to Release Notes (Weblog) by Method_Harman on 02-10-2025
  • Method Updates - January 31st, 2025

    The following updates are now live for users of Method New Features / Updates Activities - Improved the experience when viewing out-of-the-box Activity Type and Status records, for which updates are not supported. (PL-51015) Fixes Bills - Fixed a "B001 - fnSetAccounting_CleanUp" error when saving a Bill record. (PL-51634) Sync ...
    Posted to Release Notes (Weblog) by Method_ Courtney on 01-31-2025
  • Method Updates - January 13th, 2025

    The following updates are now live for users of Method New Features / Updates Invoices, Estimates, Sales Orders, Work Orders - Added email warning limit when previewing email. (PL-50886) Work Orders - Improved UI and copy for the preferences screen. (PL-50755) Transactions | Sales Receipts - New / Edit Sales Sales Receipt | Add Usage Warning ...
    Posted to Release Notes (Weblog) by Method_Harman on 01-13-2025
  • Method Updates - January 9th, 2025

    The following updates are now live for users of Method Fixes Sales Receipt, Purchase Orders - Fixed issue where exchange rate was not updating when updating customer. (PL-50844) Sales Receipt - Added option to add attachments to email. (PL-50368) Proposals - Updated url when payment gateway is empty during the Preview & Send warning. ...
    Posted to Release Notes (Weblog) by Method_John on 01-09-2025
  • Method Updates - Sept 30th, 2024

    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 ...
    Posted to Release Notes (Weblog) by Method_Harman on 09-30-2024
  • Method Updates - July 9th, 2024

    The following updates are now live for users of Method New Features / Updates Fixes Web to Lead - Fixed an issue where vertical borders were visible on web forms. (PL-44756) Email Campaigns - Fixed an issue where clicking the link in the free email usage text navigated the user to the wrong system page. (PL-47546) Purchase Orders - Fixed ...
    Posted to Release Notes (Weblog) by Method_Arshi on 07-09-2024
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