Method Team Blogs
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The following updates are now live for users of Method New Features / Updates Sales Receipts - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46128) Fixes Fixed a corruption for the 'Items' table...
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The following updates are now live for users of Method New Features / Updates SSO Integrations - Implement SSO for Zapier sign-in. (PL-46198) Invoices - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46120...
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The following updates are now live for users of Method New Features / Updates Proposals - Assigned a backup recipient for communications if the Assign To or the customer contact become inactive. (PL-44722) Proposals - Improved validation for sending the...
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The following updates are now live for users of Method Fixes Multi-Tenant - Fixed an issue whe re T ransaction History was d isplaying across m ai n and tenant Accounts. (PL-46221) Communications - Fixed an issue where loading the Email Details for failed...
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The following updates are now live for users of Method Fixes Opportunities - Fixed an issue where the Create Invoice button was missing from Estimates when converted from an Opportunity (Xero). (PL-46223) Proposals - Fix for "Recurring Invoices &...
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The following updates are now live for users of Method New Features / Updates Functional - Add edit experience to Address component. (PL-44127) Functional - Implement field block actions on runtime. (PL-44691) Regards, Courtney
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The following updates are now live for users of Method New Features / Updates Contacts - Added handling to reject a proposal when a customer becomes inactive. (PL-45991) Contacts - Added a check for active proposals when the assigned contact is being...
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The following updates are now live for users of Method New Features / Updates Proposals - Added back-up recipients for emails and activities if the Assigned To or Customer Contact become inactive. (PL-45992) Proposals - Added a save button for new functionality...
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The following updates are now live for users of Method Fixes Email History - Sending an email directly to an unsubscribed contact no longer causes the email to get stuck in the email send list. (PL-45998) Payments - Fixed an issue where payment records...
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The following updates are now live for users of Method New Features / Updates Email Campaigns - Updated emails to be categorized as marketing. (PL-45019) Reports - Updates to some of the stock app Reports screens to leverage the new chart drill-down functionality...
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The following updates are now live for users of Method Fixes Sync - Fixed an issue where customer leads are not converting to Customers when transaction syncs. (PL-45844) Payments - Fixed an issue where the payment record did not get logged correctly...
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The following updates are now live for users of Method New Features / Updates Send Email Action - Will now include the option to flag emails as Marketing and append an unsubscribe link in the header on supported email providers. (PL-45138) Fixes Charts...
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The following updates are now live for users of Method New Features / Updates Insights Dashboard - Updates to the stock screenlets featuring Charts to leverage the new drill-down functionality. (PL-45816) Fixes QBO - Fix for the 'IsPrintItemsInGroup'...
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The following updates are now live for users of Method Fixes Sync Conflicts - Fixed conflicts related to transaction lines referencing SalesTaxCode from the wrong tenant in multi-tenant accounts. (PL-45707) Regards, Courtney
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The following updates are now live for users of Method Fixes Purchase Orders and Bills - Updated logic on dropdowns that caused inventory items to be filtered out. (PL-45815) Estimates - Updated preferences on Xero to show the approvals tab. (PL-45748...
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