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  • Method Updates - November 13th, 2024

    The following updates are now live for users of Method New Features / Updates Onboarding - Show jobs to be done list based on vertical and install related app bundles and quick demos. (PL-49627) Work Orders - Enhanced experience when setting reminders to clarify the send date and indicate if a reminder cannot be sent or changed due to timing ...
    Posted to Release Notes (Weblog) by Method_Nicolas on 11-12-2024
  • Method Updates - November 12th, 2024

    The following updates are now live for users of Method New Features / Updates Charts - Added support for drill down experience on mobile. (PL-49867) Fixes Purchase Orders - Fixed an issue to stop percentage rate items from carrying to a Purchase Orders created by an Invoice, Estimate or Sales Order. (PL-49877) Purchase Transaction - ...
    Posted to Release Notes (Weblog) by Method_Arshi on 11-12-2024
  • Method Updates - Nov 11th, 2024

    The following updates are now live for users of Method New Features / Updates Fixes Purchase Orders - Fixed an issue to stop percentage rate items from carrying to a Purchase Orders created by an Invoice, Estimate or Sales Order. (PL-49877) Purchase Transaction - Fixed an issue where percentage rate items could be added to Bills and ...
    Posted to Release Notes (Weblog) by Method_Harman on 11-11-2024
  • Method Updates - November 7th, 2024

    The following updates are now live for users of Method New Features / Updates Donations - Updated recurring donations app routines with improved fail-safes and payment retry logic. (PL-47143) Donations - Updated recurring donation to recognize an expired payment method and notify the assign to. (PL-49313) Donations - Added an activity for ...
    Posted to Release Notes (Weblog) by method_Hannah on 11-07-2024
  • Method Updates - November 5th, 2024

    The following updates are now live for users of Method New Features / Updates Proposals - Added IncomeAccount linked field to ProposalLine table. (PL-49826) Regards, Arshi
    Posted to Release Notes (Weblog) by Method_Arshi on 11-05-2024
  • Method Updates - October 31st, 2024

    The following updates are now live for users of Method New Features / Updates QBDT Sync - Update &quot;Email Instructions&quot; to use new e-mail template. (PL-49149) Work Orders - Added improvements to Work Order creation. (PL-48734) Fixes Proposals - Fixed an issue where the signature was not showing on the sent PDF agreement. ...
    Posted to Blog (Weblog) by method_Hannah on 10-31-2024
  • Method Updates - October 29th, 2024

    The following updates are now live for users of Method New Features / Updates Proposals - Updated the &#39;Require payment to accept&#39; settings to include collection of a payment method for recurring auto-paid invoices. (PL-47400) Proposals - Updated the &#39;Send&#39; tab of a draft proposal to populate the default customer notification ...
    Posted to Blog (Weblog) by Method_Arshi on 10-29-2024
  • Method Updates - October 29th, 2024

    The following updates are now live for users of Method New Features / Updates Proposals - Updated the &#39;Require payment to accept&#39; settings to include collection of a payment method for recurring auto-paid invoices. (PL-47400) Proposals - Updated the &#39;Send&#39; tab of a draft proposal to populate the default customer notification ...
    Posted to Release Notes (Weblog) by Method_Arshi on 10-29-2024
  • Method Updates - Oct 28th, 2024

    The following updates are now live for users of Method New Features / Updates Grids - Fixed an issue where initial avatars are not showing up when using card columns. (PL-49039) Donations - Added a payment method status field to the recurring donations screen. (PL-49533) Invoices - Added error handling when sending SMS over 160 characters. ...
    Posted to Release Notes (Weblog) by Method_Harman on 10-28-2024
  • Re: Map - Google Maps

    Matthew, I saw your website Quick Quote and it looks perfect to me. I read through the comments above and couldn&#39;t quite figure out the steps to set it up myself.&nbsp;How did you end up doing it? We have a company that delivers storage containers and we base the price on delivery zip-code. Thanks in advance for your help, Ross
    Posted to Method:Classic General Q&A (Forum) by Ross Black on 10-25-2024
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