Method Community

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 ...

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. ...

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 ...

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. ...

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 ...

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. ...

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 ...

The following updates are now live for users of Method New Features / Updates Email Campaigns - Added additional email address validation to the Send process to prevent errors. (PL-35415) Fixes Xero - Estimate doesn't sync if it's for a lead. (PL-31717) Xero Gmail Sidebar - Click View Transactions redirecting to error screen. ...

The following updates are now live for users of Method New Features / Updates Import - Deploy dark release (prepare code/environments). (PL-35638) Xero - Entity.Currency is not syncing. (PL-33049) Import - M:UI Dark release. (PL-35658) Email Campaigns - Improved email address validation on the recipient selection stage. ...

The following updates are now live for users of Method New Features / Updates Web to Lead - Added an address lookup field to the stock web to lead form. (PL-34353) Email Campaigns - Design and navigation upgrades, introduced basic email analytics. (PL-34833) Fixes Reports - Fixed issue where company logo was not always showing on a ...