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  • Method Updates - March 4th, 2025

    The following updates are now live for users of Method New Features / Updates Date Functions - Added more functions to return specific dates. (PL-52330) Fixes Send Transaction Email - Fixed an issue where attachments linked to the selected email template did not automatically get pulled in. (PL-52207) Work Orders - Fixed logic to ...
    Posted to Release Notes (Weblog) by Method_Arshi on 03-04-2025
  • Method Updates - Feb 27th, 2025

    The following updates are now live for users of Method New Features / Updates Fixes Work Orders - Fixed logic to respect the from field in the email template. (PL-52211) Proposals - Fixed an issue where the recurring payments app routine did not properly handle currency, leading to errors. (PL-51823) Estimates - Fixed an issue where users ...
    Posted to Release Notes (Weblog) by Method_John on 02-27-2025
  • Method Updates - February 26th, 2025

    The following updates are now live for users of Method New Features / Updates Editable Grids - Updated Export copy to be Export to CSV. (PL-52272) Fixes Sync Conflict - Fixed an issue with the multipage selection criteria. (PL-51981) Regards, Nicolas
    Posted to Release Notes (Weblog) by Method_Nicolas on 02-26-2025
  • Method Updates - February 25th, 2025

    The following updates are now live for users of Method Fixes Sales Reps - Fixed an issue where the Name dropdown became unfiltered upon clicking Save &amp; New. (PL-52155) Attachments - Fixed an issue where the Add Attachment to RecordID action caused errors in some scenarios. (PL-52054) Sync Conflict - Fixed an issue where the&nbsp;unlink ...
    Posted to Release Notes (Weblog) by Method_Arshi on 02-25-2025
  • Method Updates - Feb 24th, 2025

    The following updates are now live for users of Method New Features / Updates Fixes Audit Trail - Added logging for recurring activity changes. (PL-51846) Work Orders - Added logic on the calendar so only people with edit permissions can make changes. (PL-52180) Logstash - Failed to execute app routine on account: with input values: ...
    Posted to Release Notes (Weblog) by Method_Harman on 02-24-2025
  • Method Updates - February 21, 2025

    The following updates are now live for users of Method Fixes Opportunities - Fixed an issue where the Item Adjustment message lacked line breaks. (pl-51934) Regards, Courtney
    Posted to Release Notes (Weblog) by Method_ Courtney on 02-21-2025
  • Method Updates - Feb 20th, 2025

    The following updates are now live for users of Method New Features / Updates Fixes Work Orders - Improved error handling for SMS reminders to avoid app routine failing. (PL-51932) Portal - Fixed an issue where using the Microsoft SSO option to sign into the portal did not work and produced an error. (PL-52177) Regards, John
    Posted to Release Notes (Weblog) by Method_John on 02-20-2025
  • Method Updates - February 19th, 2025

    The following updates are now live for users of Method Fixes Contacts - Fixed an issue where the default field validation error was not cleared after having entered a value. (PL-45873) App Routine - Fixed an issue where the app routine schedule screen did not always show an accurate list of all scheduled routines in the account. ...
    Posted to Release Notes (Weblog) by Method_Nicolas on 02-19-2025
  • Method Updates - February 14th, 2025

    The following updates are now live for users of Method Fixes Estimates - Fixed an issue where an error message was incorrectly thrown when attempting to convert an estimate featuring a subtotal line item to a sales order. (PL-51933) Email Campaigns - Fixed an issue where the Send Test button did not work on mobile. (PL-50378) App Routines ...
    Posted to Release Notes (Weblog) by Method_ Courtney on 02-14-2025
  • Method Updates - Feb 13th, 2025

    The following updates are now live for users of Method New Features / Updates Sync V4 conflicts List - Fixed an issue were we were showing conflicts which are not associated to any table. (PL-51906) Sync V4 page - Fixed an issue where sync stays stuck &quot;In progress&quot; indefinitely. (PL-51907) Fixes Editable grids - Fixed an issue ...
    Posted to Release Notes (Weblog) by Method_John on 02-13-2025
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