Method Community

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. ...

The following updates are now live for users of Method New Features / Updates Grids - Improved paging UI for editable grids. (PL-49061) Work Orders - Added external reminders support for recurring schedules. (PL-48351) Fixes Grids - Fixed an issue with paging for firefox. (PL-49319) Editable Grid - Fixed an issue where grid flickered ...

The following updates are now live for users of Method New Features / Updates Proposals - Updated screens to show the offer expiry date and implement new status pills. (PL-48756) Proposals - Updated the send proposal show message if settings are requiring payment but no payment gateway is set-up. (PL-49086) Fixes Grids - Fixed an issue ...

The following updates are now live for users of Method New Features / Updates System Pages - Improved grid styles. (PL-48517) Send Transaction Email - Updated logic to pull the EmailSenderName from the EmailSender table. (PL-48912) Guest Payment - Ensured PaymentMethod value was being set as part of the payment process. (PL-48693) Contacts ...