Method Community

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 New Features / Updates Email Campaigns - Converted the Email From users-based dropdown to a dropdown of permitted sender addresses, to comply with new email provider security requirements. (PL-44936) New/Edit Email Template - Converted the Email From text input to a dropdown of permitted ...

The following updates are now live for users of Method New Features / Updates Fixes Xero Stability- Fixed an issue where creating Customer was causing an 'Unable to sync Entity' Error. (PL-45579) Purchase Orders - Removed inaccurate time from the transaction date field on the email templates. (pl-45499) Items - Fixed a bug ...

The following updates are now live for users of Method New Features / Updates Fixes Payments - Removed the inaccurate time from the transaction date field on the email templates. (PL-45503) Sales Orders - Updated logic so peer-to-peer permissions are applied on Open Sales Order view and Closed Sales Order view. (PL-45451) Payments - Fixed ...

The following updates are now live for users of Method Fixes Gmail Sidebar - Fixed an issue where the users were unable to create records from the sidebar. (PL-45494) QuickBooks Desktop - Fixed an ambiguous column name BillRef error on sync engine. (PL-45532) Outlook Gadget - Fixed an issue where records were getting saved in main ...

The following updates are now live for users of Method New Features / Updates Email Campaigns - Removed 'Ignore opt-out' checkbox to meet marketing email requirements. (pl-45337) Fixes Sales Orders - Fixed an issue where line items featuring now inactive items were allowed to be edited or copied to a new invoice. ...

The following updates are now live for users of Method Fixes Browser - Added fix to support Method on Opera. (pl-41738) Estimates - Fixed an issue where line items featuring now inactive items were allowed to be edited or copied over to new transactions. (PL-45146) Estimates - Added messaging when reaching email send limit. ...

The following updates are now live for users of Method New Features / Updates Contacts - Added a warning message when attempting to opt out a contact of marketing communications on their behalf. (PL-45112) Fixes Work Orders - Fixed an issue where line items featuring now inactive items were allowed to be edited or copied over to new ...

The following updates are now live for users of Method New Features / Updates Proposals - Removed the "from" section in the email preview for Email Security. (PL-45277) Sales Orders - Removed the "from" section in the email preview for Email Security. (PL-45271) Fixes Sales Orders - Fixed an issue where deleted items ...

The following updates are now live for users of Method New Features / Updates Sales Receipts - Removed the "from" section in the email preview for Email Security. (PL-45272) Email Campaigns - The email analytics will no longer display on the View Campaign screen for campaigns sent via non-Method, custom email servers. ...