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  • Method Updates - January 13th, 2025

    The following updates are now live for users of Method New Features / Updates Invoices, Estimates, Sales Orders, Work Orders - Added email warning limit when previewing email. (PL-50886) Work Orders - Improved UI and copy for the preferences screen. (PL-50755) Transactions | Sales Receipts - New / Edit Sales Sales Receipt | Add Usage Warning ...
    Posted to Release Notes (Weblog) by Method_Harman on 01-13-2025
  • Method Updates - January 9th, 2025

    The following updates are now live for users of Method Fixes Sales Receipt, Purchase Orders - Fixed issue where exchange rate was not updating when updating customer. (PL-50844) Sales Receipt - Added option to add attachments to email. (PL-50368) Proposals - Updated url when payment gateway is empty during the Preview &amp; Send warning. ...
    Posted to Release Notes (Weblog) by Method_John on 01-09-2025
  • Method Updates - January 7th, 2025

    The following updates are now live for users of Method Fixes Estimates - Improved logic so the exchange rate is updated when selecting a new customer.&nbsp;(PL-50808) Portal&nbsp;- Fixed inconsistent button placement on estimates mobile experience.&nbsp;(PL-50757) Portal - Improved padding between app tiles on customer ...
    Posted to Release Notes (Weblog) by Method_Arshi on 01-07-2025
  • Method Updates - Jan 6th, 2025

    The following updates are now live for users of Method New Features / Updates Mobile - Improved the button design and layout on some stock Add/Edit Item screens. (pl-43134) Fixes Regards, Harman
    Posted to Release Notes (Weblog) by Method_Harman on 01-06-2025
  • Method Updates - December 20th, 2024

    The following updates are now live for users of Method New Features / Updates Classes - Added validation to prevent duplicate names. (PL-50407) Sales Reps - Added validation to prevent duplicate names. (PL-50406) Contacts - Added logic to disable the editing of inactive synced customers to avoid sync conflicts. (PL-49090) Fixes Work ...
    Posted to Release Notes (Weblog) by Method_ Courtney on 12-20-2024
  • Method Updates - December 19th, 2024

    The following updates are now live for users of Method New Features / Updates Fixes Subscriptions - Fixed next change date invoicing for annual subscriptions. (pl-50665) Chips - Fixed an issue with filtering dates using &quot;is between&quot; not include the last day in the period. (PL-50458) Regards, Hannah
    Posted to Release Notes (Weblog) by method_Hannah on 12-19-2024
  • Method Updates - December 18th, 2024

    The following updates are now live for users of Method Fixes Payments - Fixed issue where a user gets stuck if no invoices have been selected. (PL-50451) Actions - Fixed an issue where Add Attachment To Record ID action stops&nbsp;subsequent actions. (PL-50280) Items - Improved logic&nbsp;on the creation&nbsp;of a new category it is ...
    Posted to Release Notes (Weblog) by Method_Nicolas on 12-18-2024
  • Method Updates - December 17th, 2024

    The following updates are now live for users of Method New Features / Updates Activities - Added&nbsp;ability to make bulk updates. (PL-49834) Work Orders - Added the&nbsp;ability to customize&nbsp;the Work Order SMS reminders. (PL-49744) Fixes Send Email - Fixed an issue where contact detail changes were not reflected on the send email ...
    Posted to Release Notes (Weblog) by Method_Arshi on 12-17-2024
  • Method Updates - Dec 16th, 2024

    The following updates are now live for users of Method New Features / Updates Fixes Sync Conflicts - To update the &#39;Stale Object&#39; Error to a customer friendly conflict message. (PL-50391) Donations - Fixed issue when retrieving the billing address when user has a middle name. (PL-49891) Regards, Harman
    Posted to Release Notes (Weblog) by Method_Harman on 12-16-2024
  • Method Updates - December 12, 2024

    The following updates are now live for users of Method Fixes Sales Orders - Fixed an issue that caused group children items to change parent when invoicing . (PL-50486) Regards, Hannah
    Posted to Release Notes (Weblog) by method_Hannah on 12-12-2024
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