Method Community

The following updates are now live for users of Method New Features / Updates Estimates - Fixed minor defects affecting the deposits flow. (PL-42075) Portal - Updated the Guest Customer New Contact screen to change field name to "Salutation" . (PL-42086) Insights Dashboard - Added a new Screnlet to show Ongoing Email Campaigns. ...

The following updates are now live for users of Method Fixes Sync - Fixed an issue with the description of Group Items getting erased after Sync on POs and Bills. (PL-41095) Sync - Fixed an issue with invoices not providing a clear message when no line items are present. (PL-39683) REST API - Fixed an issue that was preventing the API system ...

The following updates are now live for users of Method New Features / Updates Sync Conflicts- Improved unlink sales order from invoice to unlink all line items. (PL-40017) Email Campaigns - Added the ability to Archive/Unarchive completed campaigns. (PL-40193) Donor Pages - Improved ability to set the default Deposit Account. ...

The following updates are now live for users of Method New Features / Updates Work Orders, Field Crew - Now available for Xero users. (PL-39971) Fixes Terms - Fixed several issues related to save buttons not functioning properly and missing validation. . (PL-40254) Payments - Fixed an issue where navigating to the Guest - Pay Now screen ...

The following updates are now live for users of Method Fixes Report Designer - Fixed an issue where adding a 5th detail table to a report would cause an error on generation. (PL-39150) Validation Rules - Fixed an issue where email addresses with underscores in the domain were incorrectly passing validation. (PL-38759) Calendar - Fixed an ...

The following updates are now live for users of Method New Features / Updates Sign up - Add QB logo to Intuit sign-up button. (PL-38102) Xero - Fixed an issue where an error occurred when a user tried to email an estimate or submit a Web to Lead. (PL-38635) Fixes Attachments - Fixed an issue where the attachments ...

The following updates are now live for users of Method Fixes App Ribbons - Fixed an issue where newly configured custom app ribbons would prevent the View Contact screen from loading. (PL-38552) Editable Grid - Fixed an issue where the select all records option was not correctly applied to the loop through grid action. ...

The following updates are now live for users of Method New Features / Updates Portals - New login UI with added SSO/Sniper Link capabilities. (PL-38431) Accounting Cleanup - Adding more information to generic validation error messages. (PL-38259) Fixes EmailsSent - Fixed an issue where data from the EmailsSent table would show ...

The following updates are now live for users of Method Fixes Gmail Sidebar - Fixed an issue where users were getting "Could not be found as possible value to insert" error when creating new activity. (PL-38175) Emails - Fixed an issue preventing some trial accounts from sending emails. (PL-38165) Emails - Fixed an issue ...

The following updates are now live for users of Method New Features / Updates Work orders - Removed the restrictions related to work order status for routing work orders. (PL-37984) Fixes Google Calendar - Fixed an issue where the automatic sync was not working. (PL-38169) Donations - Fixed several UI inconsistencies through the ...