Method Community

The following updates are now live for users of Method Fixes Opportunities - Fixed an issue where the Reorder Rejection Email preference was not being respected. (PL-49945) Estimates - Fixed an issue where the Master Admin would be assigned the sales reps completed activity. (PL-49924) Web to lead - Fixed an issue with undesired scroll on ...

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 Charts - Added support for drill down experience on mobile. (PL-49867) Fixes Purchase Orders - Fixed an issue to stop percentage rate items from carrying to a Purchase Orders created by an Invoice, Estimate or Sales Order. (PL-49877) Purchase Transaction - ...

The following updates are now live for users of Method New Features / Updates Fixes Purchase Orders - Fixed an issue to stop percentage rate items from carrying to a Purchase Orders created by an Invoice, Estimate or Sales Order. (PL-49877) Purchase Transaction - Fixed an issue where percentage rate items could be added to Bills and ...

The following updates are now live for users of Method New Features / Updates Donations - Updated recurring donations app routines with improved fail-safes and payment retry logic. (PL-47143) Donations - Updated recurring donation to recognize an expired payment method and notify the assign to. (PL-49313) Donations - Added an activity for ...

The following updates are now live for users of Method New Features / Updates Proposals - Added IncomeAccount linked field to ProposalLine table. (PL-49826) Regards, Arshi

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 Proposals - Updated the 'Require payment to accept' settings to include collection of a payment method for recurring auto-paid invoices. (PL-47400) Proposals - Updated the 'Send' tab of a draft proposal to populate the default customer notification ...

The following updates are now live for users of Method New Features / Updates Proposals - Updated the 'Require payment to accept' settings to include collection of a payment method for recurring auto-paid invoices. (PL-47400) Proposals - Updated the 'Send' tab of a draft proposal to populate the default customer notification ...

The following updates are now live for users of Method New Features / Updates Grids - Fixed an issue where initial avatars are not showing up when using card columns. (PL-49039) Donations - Added a payment method status field to the recurring donations screen. (PL-49533) Invoices - Added error handling when sending SMS over 160 characters. ...