All Blog Posts
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The following updates are now live for users of Method New Features / Updates Classes - Added validation to prevent duplicate names. (PL-50407) Sales Reps - Added validation to prevent duplicate names. (PL-50406) Contacts - Added logic to disable the...
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The following updates are now live for users of Method New Features / Updates Fixes Subscriptions - Fixed next change date invoicing for annual subscriptions. (pl-50665) Chips - Fixed an issue with filtering dates using "is between" not include...
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The following updates are now live for users of Method Fixes Payments - Fixed issue where a user gets stuck if no invoices have been selected. (PL-50451) Actions - Fixed an issue where Add Attachment To Record ID action stops subsequent actions. (PL-50280...
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The following updates are now live for users of Method New Features / Updates Activities - Added ability to make bulk updates. (PL-49834) Work Orders - Added the ability to customize the Work Order SMS reminders. (PL-49744) Fixes Send Email - Fixed an...
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The following updates are now live for users of Method New Features / Updates Fixes Sync Conflicts - To update the 'Stale Object' Error to a customer friendly conflict message. (PL-50391) Donations - Fixed issue when retrieving the billing address...
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The following updates are now live for users of Method Fixes Sales Orders - Fixed an issue that caused group children items to change parent when invoicing . (PL-50486) Regards, Hannah
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The following updates are now live for users of Method New Features / Updates Cases - Added push notification for case assignment. (PL-50456) Contacts - Added logic so the tab remembers your last view. (PL-50373) Fixes Proposals - Added logic to handle...
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The following updates are now live for users of Method New Features / Updates Estimates - Added push notification when an estimate is approved or rejected. (PL-50312) Work Orders - Added a push notification when emailing an assignee. (PL-50405) Activities...
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The following updates are now live for users of Method New Features / Updates Fixes Cases - Fixed an issue where record id is appended to the title any time View Case on the portal is loaded. (PL-49258) Cases - Added missing grid columns when view a case...
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The following updates are now live for users of Method New Features / Updates Field validation - Improved malicious values detection. (PL-50101) Fixes Contacts - Added logic to make the Work Orders tile number clickable on the portal homepage. (PL-50402...
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The following updates are now live for users of Method New Features / Updates Field validation - Improved malicious values detection. (PL-50101) Estimates - Added a push notification when a customer approves or rejects within the portal. (PL-50312) Fixes...
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The following updates are now live for users of Method New Features / Updates Work Orders - Added a customer portal experience (Partial). (PL-47985) Fixes Email Campaigns - Fixed an issue where "Blocked" and "Unverified domain" emails...
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The following updates are no w live for users of Method Fixes QBO - Fixed an issue where the data was not fully synced on Initial sync. (PL-50197) Regards, Courtney
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The following updates are now live for users of Method Fixes Proposals - Fixed the View Accepted Agreement button to show the PDF after rejection or cancellation. (PL-50096) Regards, Hannah
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The following updates are now live for users of Method Fixes QBDT Sync - Fixed an XML parsing error for Vendor Credit table. (PL-50174) Regards, Nicolas
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