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. (Activities, Invoices, Work Orders, Cases, Opportunities). (PL-45647)

Fixes

• Charts - Fixed an issue where some data was missing when relative filters were applied. (PL-45899)
• Charts - Fixed an issue with pagination when viewing drilldown. (PL-45950)
• Opportunities - Fixed an issue where the Order Request emails sent from the portal would use the portal contact's email address as the From address, contrary to email best practices. (PL-46042)
• Opportunities - Fixed an issue where the "Create" button was not appearing immediately after the initial save and required a browser refresh. (PL-45942)
• Contacts - Fixed an issue when creating a new contact where the "sub-customer of" dropdown would not clear itself when switching which type of contact is being added. (PL-45912)

Regards,

Courtney

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

The following updates are now live for users of Method

New Features / Updates

• Donor Pages - Updated the Get Notified screen to filter out inapplicable options from the email template dropdowns. (PL-45588)
• Work Order Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45564)
• Sales Receipt Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45561)
• Contact Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45555)

Fixes

• Email Campaigns - Fixed an issue where the email analytics were incorrect on duplicated campaigns in some scenarios. (PL-44062)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Browser - Added fix to support Method on Opera. (pl-41738)
• Estimates - Fixed an issue where line items featuring now inactive items were allowed to be edited or copied over to new transactions. (PL-45146)
• Estimates - Added messaging when reaching email send limit. (PL-42335)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Sales Receipts - Removed the "from" section in the email preview for Email Security. (PL-45272)
• Email Campaigns - The email analytics will no longer display on the View Campaign screen for campaigns sent via non-Method, custom email servers. (PL-44935)
• Donations - Removed the "from" section in the email preview for Email Security. (PL-45287)
• Sync - Improved sync conflicts messages related to editing items used on memorizes transactions. (PL-45134)

Fixes

• Sales Receipts - Fixed issue for shared user list exposing records to users that did not have the right permissions. (PL-20132)
• Payments - Removed unnecessary payment gateway dropdown on Xero . (PL-44997)
• Sales Receipts - Added messaging when reaching email send limit. (PL-45263)
• Sales Receipts - Fixed issue where "Shared Non-posted Sales Receipt" was not working as intended. (PL-45154)
• Charts - Fixed an issue with column alignments when using drilldowns. (PL-44946)
• Charts - Fixed an issue where time was being displayed instead of just date for drilldowns. (PL-44947)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Sales Orders - Fixed an issue where monthly email limits were not being communicated when reached on a transaction email button. (PL-44984)
• QuickBooks Desktop - Fixed an issue where Sales Receipt line items were causing the XML text Stream error on Sync Engine. (PL-45101)
• Email Campaigns - Added usage limit error messaging. (PL-44852)
• Charts - Fixed issue where correct colours were not showing for tags in drildown grids. (PL-44945)
• Charts - Fixed an issue with how long numbers are being displayed. (PL-44948)
• Xero - Fixed an issue where invoices were not syncing from Xero to Method account. (PL-45087)
• Work Orders - Fixed an error caused when sending an email from a custom server. (PL-45176 )
• Send Email - Added usage limit error handling. (PL-44853)
• Sales Receipt Preferences - Fixed an issue where the print templates were not populating the dropdown. (PL-45158)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Proposals - Improved PDF template description in preferences. (PL-41942)
• Work Orders - Added logic to create an invoice for when a work order had been previously invoiced but the invoice was deleted. (PL-41951)
• Activities - Updated preferences experience. (PL-40791)
• Payments - Updated the preferences experience. (PL-40803)

Fixes

• Tables and Fields: Fixed an issue where new field name validation was showing a generic growl error. (PL-38224)

Regards,

Brian

The following updates are now live for users of Method

New Features / Updates

• Estimates - Adding hidden functionality for deposits & approvals. (PL-41824)

Regards,

Brian

The following updates are now live for users of Method.

New Features / Updates

• Sales Receipts - Updated advanced filter on the grid to be consistent with other transactions. (PL-41030)
• Screenlet -New screenlet to keep track of active proposals. (PL-40625)

Fixes

• Tables & Fields - Fixed an issue where making a field required was giving an error even when every record in the table wasn't NULL. (PL-39818)
• Editable Grids - Fixed an issue when clicking the "View selected records" link on a grid based on the EmailsSent table. (PL-38036)
• Contacts - Fixed character length validation for the Entity field Name which was causing sync conflicts. (PL-41935)
• Contacts (Mobile) - Fixed an issue where users were unable to add dashes and parentheses to the mobile/phone fields. (PL-41308)
• Contacts - Fixed an issue where the Shipping info was displayed in the billing info column on the Companies grid. (PL-41124)
• Items - Fixed an issue where users were unable to add multi-line descriptions for non-inventory items. (PL-41097)
• Proposals - Fixed an issue with line item sequences changing on proposals while they're in the draft. (PL-41851)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Work Orders - Updated the functionality of the Time Tracking ribbon to allow users to add new entries when starting from the list screen. (PL-41441)

Fixes

• QBDT Sync - Fixed error on sync engine "Index was outside the bounds of the array". (PL-41593)
• Opportunities - (Outlook Gadget) Fixed an issue where linked opportunities were not displaying as expected. (PL-28978)

Regards,

Brian

The following updates are now live for users of Method

New Features / Updates

• Sync Conflicts - Added a feature around "Delete from Method/Refetch from Quickbooks" button to log updates in Audit Trail. (PL-41424)

Regards,

Brian

The following updates are now live for users of Method

New Features / Updates

• QBDT - Added a feature to update status as fully Invoiced for Sales Order using group Items. (PL-41174)

Fixes

• Sync Conflicts - Fixed a functionality of "Delete from Method" button on Entities and Transactions. (PL-27131)
• Sales Orders - (QBO) Fixed an issue where Sales Order numbers were not displaying correctly. (PL-41390)
• Tables & Fields - Creating the new DraftOrderRequestLine table for the upcoming Reorder functionality. (PL-41428)

Regards,

Brian

The following updates are now live for users of Method

Fixes

• Billing - Fix for connection errors. (PL-36363)
• Sync - Fixed an issue with QB custom fields not showing on multi-tenant accounts. (PL-37637)
• Sales Orders - Fixed an issue when creating an invoice from a Sales Order where the assigned to field was not being inserted. (PL-40609)

Regards,

Brian

The following updates are now live for users of Method

Fixes

• Calendar - Fixed an issue where "all day" events were not appearing as expected. (PL-40294)
• Manage Apps - Fixed a misspelling in the delete screen confirmation message. (PL-38921)

Regards,

Brian

The following updates are now live for users of Method

New Features / Updates

• Send Email - Expanded the size of the Email Body section for easier editing. (PL-40923)
• Sales Orders - Added view filters for Open/Closed Sales Orders. (PL-40680)

Fixes

• Group Items - Fixed an issue where the group header item description was being reverted after a sync. (PL-40289)
• Purchase orders - Fixed an issue where group items were not displayed until after a sync. (PL-39715)
• Import - Fixed an issue where the Date/Time type custom field couldn't be left blank even if there were not required. (PL-40890)
• Transactions - Fixed an issue where deleting a discount value did not update the balance due. (PL-39001)

Regards,

Ayushi