Method Community

The following updates are now live for users of Method New Features / Updates Domain Authentication - Admins will now receive an email notification when a new domain is successfully authenticated. (PL-46072) Fixes Proposals - Fixed an issue where the recurring payment app routine would stop running if a proposal customer becomes ...

The following updates are now live for users of Method New Features / Updates Activities - Add comment to label the Proposal Payment Unsuccessful email activity. (PL-46979) Email Settings - Added note calling out when emails will be sent from notifications@mail.method.me. (PL-46177) Communications History - Updated delivery server display ...

The following updates are now live for users of Method New Features / Updates Internal Notes - Added UX improvements to make the creation process faster. (PL-46324) Work Orders - Added logic when creating an invoice to include the discounts applied to the estimate. (PL-46302) Proposals - Added a filter to the notification email dropdown to ...

The following updates are now live for users of Method New Features / Updates Proposals - Improved the column sizing on the View Proposal screen. (pl-46037) Fixes Purchase Transactions - Fixed an issue where the email button did not merge fields from the Vendor table. (PL-46612) Proposals - Fixed an issue where the required Terms field ...

The following updates are now live for users of Method New Features / Updates Proposals - Assigned a backup recipient for communications if the Assign To or the customer contact become inactive. (PL-44722) Proposals - Improved validation for sending the proposals payment expiring email. (PL-44714) Proposals - Added an activity to log ...

The following updates are now live for users of Method New Features / Updates Contacts - Added handling to reject a proposal when a customer becomes inactive. (PL-45991) Contacts - Added a check for active proposals when the assigned contact is being deleted. (PL-45911) Fixes Email Campaign- Fixed an issue where campaigns were ...

The following updates are now live for users of Method New Features / Updates Cases Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45567) Donation Preferences - Filtered out inapplicable options from the email template dropdowns, and updated the print template dropdowns to only show options based off ...

The following updates are now live for users of Method Fixes Opportunities- Added logic to check permissions when converting to a transaction. (PL-45127) Purchase Orders - Fixed an issue where deleted items on transactions were still functional causing sync conflicts. (PL-45153) Emails - Fix an issue where email usage limits were not being ...

The following updates are now live for users of Method New Features / Updates SMS - Ability to send SMS messages. (PL-44259) Fixes App Routines - Fixed an issue preventing app routines from publishing. (PL-43844) Permissions - Fixed an issue where user permissions were not being applied correctly in Multi-Tenant accounts. ...

The following updates are now live for users of Method New Features / Updates Proposals - Added a back button to the view proposals screen. (PL-43198) Time Tracking - Added pre-set and custom date range filters to the time Tracking list screen. (PL-42400) Fixes Method Sidebar: Removed 'Campaign Source' field from the screen. ...