Method Community

The following updates are now live for users of Method New Features / Updates Dashboard - Added welcome banner to mobile. (PL-55332) Fixes Attachments - Fixed issues with attachments when uploading multiple attachments at once. (PL-55458) Button menu - Fixed an issue where button menus where not showing a processing state. ...

The following updates are now live for users of Method New Features / Updates QBO/Xero Sync - Added to the audit trail when disconnect (Sync) button is clicked. (PL-54341) Fixes Sales Receipt - Resolved an error when trying to review a donation via customer portal. (PL-53475) Attachments - Resolved attachments not opening on Mobile ...

The following updates are now live for users of Method New Features / Updates Onboarding - Added Verification email for first user. (PL-49382) Fixes Editable Grids - Fixed an issue with the default Display Value when adding a new dropdown field. (PL-53697) Editable Grids - Fixed an issue with whitespace when creating formula columns. ...

The following updates are now live for users of Method New Features / Updates Invoices - Implemented view payment button on New/Edit Invoice. (PL-52171) Fixes Cases - Fixed an issue where attachments were not carried over to a transaction's send email . (PL-52640) Donations - Fixed an issue where donation plan's were not ...

The following updates are now live for users of Method New Features / Updates Invoices - Implemented view payment button on New/Edit Invoice. (PL-52171) Fixes Cases - Fixed an issue where attachments were not carried over to a transaction's send email. (PL-52640) Donations - Fixed an issue where donation plans were not appearing in ...

The following updates are now live for users of Method New Features / Updates Fixes Sync System Pages - Fixed an issue where users were unable to run" Changes only Sync" from Method browser. (PL-52602) Proposals - Resolved issue where images and links were not displaying on templates . (PL-52994) Payments - Fixed an issue where ...

The following updates are now live for users of Method Fixes Estimates - Fixed an issue where an error message was incorrectly thrown when attempting to convert an estimate featuring a subtotal line item to a sales order. (PL-51933) Email Campaigns - Fixed an issue where the Send Test button did not work on mobile. (PL-50378) App Routines ...

The following updates are now live for users of Method New Features / Updates Grids - Fixed an issue where button orders were not showing in some scenarios. (PL-51215) HTML Editor - Improved the "Field Contains Malicious Values” validation rule to prevent more problematic values. (PL-50969) Send Email - Updated the formatting of ...

The following updates are now live for users of Method New Features / Updates Onboarding - Show jobs to be done list based on vertical and install related app bundles and quick demos. (PL-49627) Work Orders - Enhanced experience when setting reminders to clarify the send date and indicate if a reminder cannot be sent or changed due to timing ...

The following updates are now live for users of Method New Features / Updates QBDT Sync - Update "Email Instructions" to use new e-mail template. (PL-49149) Work Orders - Added improvements to Work Order creation. (PL-48734) Fixes Proposals - Fixed an issue where the signature was not showing on the sent PDF agreement. ...