The following updates are now live for users of Method

New Features / Updates

• Proposals - Updated the 'Require payment to accept' settings to include collection of a payment method for recurring auto-paid invoices. (PL-47400)
• Proposals - Updated the 'Send' tab of a draft proposal to populate the default customer notification email. (PL-49668)

Regards,

Arshi

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. (PL-49613)
• Sales Receipts - Added error handling when sending SMS over 160 characters. (PL-49606)

Fixes

• Donor Page - Fixed an issue with the validation rules on the Accept Donations setting page. (PL-49665)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Proposals - Improved the preview, editing and duplication experience for engagement letter templates. (PL-46704)
• Proposals - Updated the terms tab to include preview and editing views of the engagement letter. (PL-46709)
• Estimates - Added error handling when sending SMS over 160 characters. (PL-49604)
• Payments - Added error handling when sending SMS over 160 characters. (PL-49582)

Fixes

• Chips - Various bug fixes related to long chip values. (PL-49141)
• Chips - Fixed an issue with maximum value when using between with decimal values. (PL-49148)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Opportunities - Updated the Reorders feature to improve usability in method and on the customer portal. (PL-48844)

Fixes

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

Fixes

• Charts - Fixed an issue with the Compare As options being hidden when working with dates filters. (PL-49386)
• Sign-up page - Fixed an issue where the header overlapped main content. (PL-49405)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Sales Order - Added error handling when sending SMS over 160 characters. (PL-49388)
• Work Orders - Added error handling when sending SMS over 160 characters. (PL-49385)

Fixes

• Send Transaction SMS - Fixed an issue where the wrong default message was populating the Edit & Send SMS screen. (PL-49420)
• Work Orders - Fixed an issue where the tax code "No VAT" was not being shown for QBOG. (PL-48203)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Grids - Improved paging UI for editable grids. (PL-49061)
• Work Orders - Added external reminders support for recurring schedules. (PL-48351)

Fixes

• Grids - Fixed an issue with paging for firefox. (PL-49319)
• Editable Grid - Fixed an issue where grid flickered when rendering a large list. (PL-49362)
• Donations - Fixed a problem where recurring donations were not being processed for QBOG. (PL-49400 )
• Send Email - Fixed the hyperlink for the portal when previewing transaction emails. (PL-49373 )
• Activites - Fixed an issue where the end date disappeared when selecting phone call incoming/outgoing as the type. (PL-49394 )

Regards,

Nicolas

The following updates are now live for users of Method

Fixes

• Work Orders - Fixed an issue where the child items of a group item were being removed and not carried to the invoice. (PL-49296)
• Work Orders - Fixed an issue where work orders with the same start and end date were not appearing in print reports. (PL-49344)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Attachments - Fixed an issue where files under 50MB limit were failing to upload. . (PL-49178)
• Items - Fixed an issue where items were not showing when searching with cost price ending in zero . (PL-48485)

Regards,

Hannah

The following updates are now live for users of Method

Fixes

• 
Payments - Fixed the "B001 - fnSetAccounting_CleanUp" error when attaching an Invoice to a payment record. (PL-49250)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Chips - The cursor now focuses on the search field to remove the need for having to click on the field. (PL-48419)
• Sync System V4 Pages - Fixed the sentence case for all headings and titles. (PL-46631)

Fixes

• Grids - Fixed an issue with grid sizing when used in a screenlet. (PL-49130)
• QBDT - Fixed buttons on the sync instructions page. (PL-44177)
• Mobile App - Fixed an issue where some text fields were appearing as password fields in the Work Order/Field Crew apps. (PL-45738)
• Bills - Fixed the "B001-fnSetAccounting_CleanUp" error when creating Bills from Purchase Orders. (PL-49261)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Donations - Improved logic to handle inactive customers and assignees on recurring donations. (PL-49117 )

Fixes

• Contacts - Fixed an issue of updating the Title field while editing the contact. (PL-47622)
• Send Transaction Email - Fixed an issue where the estimates default email was not populating accurately. (PL-49169)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Proposals - Updated screens to show the offer expiry date and implement new status pills. (PL-48756)
• Proposals - Updated the send proposal show message if settings are requiring payment but no payment gateway is set-up. (PL-49086)

Fixes

• Grids - Fixed an issue with grid sizing when used in a screenlet. (PL-49130)
• Email Settings - Fixed an issue where Communication Settings incorrectly show the account is using Custom Servers. (PL-49062)
• Attachments Component - Fixed an issue where the file upload component is failing to upload fill with 39MB . (PL-45802)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• New/Edit Items & Payments - Updated screens to ensure inactive income accounts cannot be selected. (PL-43624)
• Work Orders - Added the ability send automated customer reminders. (Pl-42564)

Fixes

• QBO - Improved the workflow when someone tries to update the inactive customer in Method. (PL-49060)
• Work Orders - Fixed an issue where CC and BCC were not being sent for the work order notification email. (PL-49032)
• Send Transaction Email - Fixed an issue where the preview would not open for a newly added contact. (pl-49070)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Charts - Improved the UI for when charts aren't correctly setup. (PL-42510)
• Grids - Improved the UI for when no records are found in editable grids. (PL-48421)
• Chips - Fixed the sizing of chips. (PL-47149)
• Chips - Updated text searches to default to Contains instead of Is. (PL-48938)

Fixes

• Charts - Fixed an issue where the right panel would collapse in some scenarios in the designer. (PL-48473)
• Charts - Fixed issues related to the filter menu overlapping. (PL-47524)
• Chips - Fixed an issue with the advanced chips not being removed when its empty. (PL-48426)
• Email Settings - Fixed an issue where the Edit Settings button was not working. (PL-48889)
• Email Settings - Fixed an issue where the Test Again button was not working. (PL-48900)
• Communications History - Fixed an issue where emails sent from verified domains were incorrectly categorized. (PL-47203)
• Email Settings - Fixed an issue where the test button did not work after entering custom SMTP credentials . (PL-48595)
• Tables and Fields - Fixed an issue where OpportunityLine stock fields were labeled as custom instead of Method. (PL-46246)

Regards,

Harman