Method Community

The following updates are now live for users of Method New Features / Updates Proposals - Added functionality that will automatically retry failed auto-payments the following day. (PL-45241) Proposals - Made improvements to the app routine by removing duplicate actions, cleaning up logic and separating functionality into new app routines. ...

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 Email Campaigns - Updated emails to be categorized as marketing. (PL-45019) Reports - Updates to some of the stock app Reports screens to leverage the new chart drill-down functionality. (Activities, Invoices, Work Orders, Cases, Opportunities). ...

The following updates are now live for users of Method Fixes Advanced Search - Fixed an issue preventing use of advanced search for tags with apostrophes. (PL-38607) Email - Fixed an issue where emails were failing to send for some accounts using gmail server. (PL-38841) Calendar - Fixed an issue on Safari Mobile browser where the user was ...

The following updates are now live for users of Method New Features / Updates Email Campaigns - Added a status column to the recipient grid on the view campaigns screen.(PL-38156) Email Campaigns - Modified analytics to calculate more accurately for emails sent & emails opened.(PL-38170) Portal Theming- Ability to brand customer Portals. ...

The following updates are now live for users of Method Fixes Send Email screen - The value for the To Be Included in Email checkbox on attachments now carries over properly from the selected email template. (PL-31494) Time Tracking - Fixed issue that allowed entering a negative duration. (PL-32076) Zapier - Fixed error when trying to ...

The following updates are now live for users of Method New Features / Updates Accessibility - Desktop Shell. (PL-30415) Accessibility - API System Page. (PL-30381) Accessibility - Signature component. (PL-30272) New/Edit Sales Order - Better handling of currency in notification email..(PL-30089) Send Email - Better ...

The following updates are now live for users of Method Updates Field Services - Offering Sign Up Page. Fixes Creating a dropdown field in a multi-tenancy account will now default the values in the dropdown to the current tenant instead of the main tenant. (PL-29630) Fixed an issue with using the 'Prepare for Accounting' action ...

The following updates are now live for users of Method New Features / Updates Personalize your account by adding your display photo under the newly updated Profile Page. Donation Email Editor - Respect 'Email From' when provided by selected email template. Fixes Fixed issue where some fields appeared blank when value is 0 on ...

The following updates are now live for users of Method. New Features Further enhancements for Editable Grids that help with header alignment, editable or read only state, and confirmations (PL-13823) Relocation and icon change of the “+” icon for setting an image for a contact (PL-14562) Renaming of Data Tables ...