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  • Method Updates - December 6th, 2023

    The following updates are now live for users of Method New Features / Updates SMS - Ability to send SMS messages. (PL-44259) Fixes App Routines - Fixed an issue preventing app routines from publishing. (PL-43844) Permissions - Fixed an issue where user permissions were not being applied correctly in Multi-Tenant accounts. ...
    Posted to Release Notes (Weblog) by method_Hannah on 12-06-2023
  • Method Updates - August 3rd, 2023

    The following updates are now live for users of Method New Features / Updates Payment Gateways - New UI for the payment gateway configuration tool. Can now also connect to multiple payment gateways, and set rules based on payment method. (PL-41189) Fixes AlocetSystem - Fixed an issue where the App routine was failing when using the ...
    Posted to Release Notes (Weblog) by Method_ Courtney on 08-03-2023
  • Method Updates- May 05, 2023

    The following updates are now live for users of Method New Features / Updates Send Email - Expanded the size of the Email Body section for easier editing. (PL-40923) Sales Orders - Added view filters for Open/Closed Sales Orders. (PL-40680) Fixes Group Items - Fixed an issue where the group header item description was being reverted ...
    Posted to Blog (Weblog) by Method_Ayushi on 05-05-2023
  • Method Updates - April 26th, 2023

    The following updates are now live for users of Method New Features / Updates Email Campaigns - Added the ability to filter grid in a Sent Email Campaign based on status. (PL-40666) Contacts - Added lead source on customers who are converted from a lead. . (PL-40665) Donations - Added “Make a Copy” button and improved designs on ...
    Posted to Release Notes (Weblog) by method_Hannah on 04-26-2023
  • Method Updates - September 6th, 2022

    The following updates are now live for users of Method New Features / Updates Send Email - New/Edit Email Template screen's buttons are now condensed into a button menu, featuring Save, Save & Back, Save & New. (PL-34072) Fixes App routines - Fixed an issue where scheduled app routines were still being run for deleted apps. ...
    Posted to Release Notes (Weblog) by Method_Mamoon on 09-06-2022
  • Method Updates - September 2nd, 2022

    The following updates are now live for users of Method Fixes Actions - Fixed an issue for Xero accounts where one session variable still incorrectly mentioned QuickBooks. (PL-37281) Activities - Fixed an issue for multi-tenant accounts where reminder email notifications would always display the main tenant account name instead of the ...
    Posted to Release Notes (Weblog) by Method_Mamoon on 09-02-2022
  • Method Updates - August 2nd, 2022

    The following updates are now live for users of Method Fixes Email campaigns - Fixed an issue where the recipient count was inaccurate on campaigns sent via the legacy Email Campaigns app. (PL-35342) Export - Fixed minor UI issues. (PL-37443) Import - Fixed an issue where the audit trail was not logging import history. ...
    Posted to Release Notes (Weblog) by Method_Mamoon on 08-02-2022
  • Method Updates - July 26th, 2022

    The following updates are now live for users of Method New Features / Updates Contacts App - When clicking the "Import" button on the Contact List screen, navigate directly to the Import Tool vs. going to the Import screen in the Contacts app first. (PL-37395) Fixes Estimates - Fixed an issue with creating work orders that are ...
    Posted to Release Notes (Weblog) by Method_Mamoon on 07-26-2022
  • Method Updates - May 27, 2022

    The following updates are now live for users of Method New Features / Updates Fixes QBO - Fixed issue where real-time sync was not working for multi-tenant accounts. (PL-36757) Estimates - Improved the experience when trying to email an estimate to a customer for which none of the billing contacts have an email address on record. ...
    Posted to Release Notes (Weblog) by Method_Ayushi on 05-27-2022
  • Method Updates- April 8, 2022

    The following updates are now live for users of Method New Features / Updates Calendar - Fixes issues where resource selection was not maintain if multiple calendars where displayed on the same screen. (PL-36092) Fixes Xero - invoice - When inserting invoice, getting 2 invoices in xero. (PL-36048) Xero - Items - FullName not populating ...
    Posted to Release Notes (Weblog) by Method_Ayushi on 04-08-2022
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