Method Community

The following updates are now live for users of Method Fixes Sync - Fixed an issue where customer leads are not converting to Customers when transaction syncs. (PL-45844) Payments - Fixed an issue where the payment record did not get logged correctly when paying more than one invoice on the portal in some scenarios. ...

The following updates are now live for users of Method New Features / Updates Send Email Action - Will now include the option to flag emails as Marketing and append an unsubscribe link in the header on supported email providers. (PL-45138) Fixes Charts - Fixed an issue where saving a chart was slow. (PL-45860) Regards, Nicolas

The following updates are now live for users of Method New Features / Updates Insights Dashboard - Updates to the stock screenlets featuring Charts to leverage the new drill-down functionality. (PL-45816) Fixes QBO - Fix for the 'IsPrintItemsInGroup' field not holding the expected values at the transaction line level. ...

The following updates are now live for users of Method Fixes Sync Conflicts - Fixed conflicts related to transaction lines referencing SalesTaxCode from the wrong tenant in multi-tenant accounts. (PL-45707) Regards, Courtney

Hi James, Can you please elaborate a little bit on this request? If you can share any examples of what you would like to see, this will help me to guide you in the right direction or share it with my product team for future developments.  - Inder

Hi James,  Thanks for your feedback. I have created a feature request for the above features with our product team to consider this in their future developments.  -Inder

The following updates are now live for users of Method Fixes Purchase Orders and Bills - Updated logic on dropdowns that caused inventory items to be filtered out. (PL-45815) Estimates - Updated preferences on Xero to show the approvals tab. (PL-45748) Work Orders. - Fixed issue that caused work order created on the invoice app ribbon to not ...

The following updates are now live for users of Method New Features / Updates Payments - Removed inactive proposal types from the dropdown. (PL-44716) Invoices - Removed inactive proposal types from the dropdown. (PL-44715) Fixes Regards, Nicolas

The following updates are now live for users of Method New Features / Updates Proposals Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45565) Fixes App Updates - Fixed issues with app update performance. (PL-44909) Estimates - Fixed an issue where the dates shown in the customer email incorrectly ...

The following updates are now live for users of Method New Features / Updates Donor Pages - Updated the Get Notified screen to filter out inapplicable options from the email template dropdowns. (PL-45588) Work Order Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45564) Sales Receipt Preferences - ...