Method Community

The following updates are now live for users of Method Fixes Sync - Fixed an issue with AccountCode that was preventing some accounts from syncing. (PL-40765) Proposals - Fixed an issue with recurring invoices not sending on the proposal end date. (PL-40752) Regards, Courtney

The following updates are now live for users of Method New Features / Updates Email Campaigns - Added the ability to filter grid in a Sent Email Campaign based on status. (PL-40666) Contacts - Added lead source on customers who are converted from a lead. . (PL-40665) Donations - Added “Make a Copy” button and improved designs on ...

The following updates are now live for users of Method New Features / Updates Proposals - Showing Total Proposal Value and improved calculation. (PL-25446, PL-40760, PL-40761) Regards, Brian

The following updates are now live for users of Method New Features / Updates Bills - Updated filters on Bills List screen. (PL-40014) Regards, Courtney

The following updates are now live for users of Method New Features / Updates Sync Conflicts- Improved unlink sales order from invoice to unlink all line items. (PL-40017) Email Campaigns - Added the ability to Archive/Unarchive completed campaigns. (PL-40193) Donor Pages - Improved ability to set the default Deposit Account. ...

The following updates are now live for users of Method Fixes Editable Grids - Fixed an issue where changes entered in text columns were not always being saved on some tablets. (PL-40432) Validation Rules - Fixed an issue where validation rules applied to decimal fields would not work. (PL-40128) Xero - Fixed an issue with tax rates which ...

The following updates are now live for users of Method New Features / Updates Work Orders - Added a Make a Copy option in the More Actions button menu. (PL-40222) Fixes Portals - Fixed an issue where clicking on portal screens grid record was linking to dashboard instead of manage screen security. (PL-38446) Proposals - Fixed ...

The following updates are now live for users of Method Fixes Transactions- Fixed an issue where users could create transactions for inactive customers. (PL-40545) Work Orders - Fixed an issue where a custom view filter was being applied to multiple grids. (PL-40321) Regards, Brian

The following updates are now live for users of Method Fixes App routine system page - Fixed an issue that caused the status pill size to change. (PL-40551) Regards, Courtney

The following updates are now live for users of Method New Features / Updates Contacts - Changed the default view filter to Shared - Active Customers and Leads. (PL-40173) Contacts - Added a tab to the Contact List screen that shows a list of Companies. (PL-39891) Fixes Regards, Hannah