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  • Method Updates - July 14th, 2023

    The following updates are now live for users of Method. New Features / Updates Sales Receipts - Updated advanced filter on the grid to be consistent with other transactions. (PL-41030) Screenlet -New screenlet to keep track of active proposals. (PL-40625) Fixes Tables &amp; Fields - Fixed an issue where making a field required was ...
    Posted to Blog (Weblog) by Method_Harman on 07-14-2023
  • Method Updates - July 13th, 2023

    The following updates are now live for users of Method Fixes Actions - Fixed an issue where some Conditional Statement actions generated an error relating to comparing strings as date/time. (PL-38575) Editable Grids - Fixed an issue where the export functionality was not working. (PL-41283) Regards, Courtney
    Posted to Release Notes (Weblog) by Method_ Courtney on 07-13-2023
  • Method Updates - July 12th, 2023

    The following updates are now live for users of Method New Features / Updates New features allowing users and customers to update the auto-payment method on a proposal through the customer portal and proposals app. (PL-39323) Regards, Hannah
    Posted to Release Notes (Weblog) by method_Hannah on 07-12-2023
  • Method Updates - July 07th, 2023

    The following updates are now live for users of Method New Features / Updates Fixes Fixed -&nbsp;Processed Payments from the portal are not recorded in Method. (PL-41815) Regards, Harman
    Posted to Release Notes (Weblog) by Method_Harman on 07-07-2023
  • Method Updates - June 30th, 2023

    The following updates are now live for users of Method Fixes Push Notification - Fixed an issue where multi-tenant accounts were unable to send notifications to some users. (PL-41767) Work Orders - Fixed an error when routing contacts with the same address. (PL-40989) Regards, Harman
    Posted to Release Notes (Weblog) by Method_Harman on 06-30-2023
  • Method Updates - June 29th, 2023

    The following updates are now live for users of Method Fixes Gmail Sidebar - Fixed an issue where merge fields not showing value for follow-up activities emails. (PL-40484) Regards, Courtney
    Posted to Release Notes (Weblog) by Method_ Courtney on 06-29-2023
  • Method Updates - June 28th, 2023

    The following updates are now live for users of Method Fixes Work Orders - Fixed an error when routing contacts with the same address. (PL-40989) Regards, Hannah
    Posted to Release Notes (Weblog) by method_Hannah on 06-28-2023
  • Method Updates - June 22nd, 2023

    The following updates are now live for users of Method New Features / Updates Email Campaigns - Updated the Preferences experience. (PL-40798) Fixes Sync Conflicts -&quot;Unlink Purchase Order&quot; button not working for LinkToTxn Bills sync conflicts. (PL-41673) Time Tracking - Fixed an issue where an error was being caused by large ...
    Posted to Release Notes (Weblog) by Method_ Courtney on 06-22-2023
  • Method Updates - June 20th, 2023

    The following updates are now live for users of Method New Features / Updates Sales Orders - Updated the Preferences experience. (PL-40807) Recurring Donations - App Routine update to fix payment recurrence . (PL-41633) Fixes API - Fixed errors while generating API keys. (PL-41586) Regards, Nicolas
    Posted to Release Notes (Weblog) by Method_Nicolas on 06-20-2023
  • Method Updates - June 19th, 2023

    The following updates are now live for users of Method New Features / Updates Work Orders - Updated the functionality of the Time Tracking ribbon to allow users to add new entries when starting from the list screen. (PL-41441) Fixes QBDT Sync - Fixed error on sync engine &quot;Index was outside the bounds of the array&quot;. ...
    Posted to Blog (Weblog) by Method_Brian on 06-19-2023
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