Method Community

 

Release Notes

  • Method Updates - November 28th, 2024

    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

  • Method Updates - November 27th, 2024

    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

  • Method Updates - November 26th, 2024

    The following updates are now live for users of Method

    Fixes

    • QBO - Fixed issues with sequence while using Bundle Items. (PL-50136)

    Regards,

    Arshi

  • Method Updates - November 22, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Contacts - Updated contacts to display their currency on Xero when multi-currency is enabled. (PL-49544)
    • Accounts - Added validation to ensure income accounts currently in use cannot be deleted. (PL-43039)
    • Work Orders - Improved SMS preview for reminders when a contact had been deleted from the retrieved transaction. (PL-49951)

    Fixes

    • Proposals - Fixed an issue where the payment method was considered expired 1 month before expiry. (PL-49908)
    • Opportunities - Fixed an issue where creating an estimate from the opportunity defaulted "Wait for sync" to off. (PL-49909)
    • Opportunities - Fixed an issue where the top navigation was missing on the reorders tab when there are existing records. (PL-49748)

    Regards,

    Courtney

  • Method Updates - Nov 20th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Discover Hub - Added new quick demo for Email Marketing app package. (PL-49585)
    • Proposals - Improvements for Xero. (pl-48948)

    Fixes

    • Activities - Fixed an issue where the To and From fields were not populating on emails sent from the Send Transaction Email screen. (PL-49717)

    Regards,

    Nicolas

  • Method Updates - November 18th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Purchase orders - Added the ability to edit purchase order emails and recipients before sending. (PL-49019)

    Fixes

    • Grids - Fixed an issue column sizing when searching/filtering. (PL-46421)
    • Send Email - Fixed issue where customer payment info was not being updated when editing email details for Proposals. (PL-49996)
    • Send Email - Fixed date formatting inconsistency when editing email details for transactions. (PL-49923)

    Regards,

    Harman

  • Method Updates - November 15th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • App Ribbons - Fixed issues with the cursors being used in the UI. (PL-49518)
    • Donations - Added an 'Expired' status to indicate an expired payment method on a recurring donation. (pl-49745)

      Regards,

      Courtney

    • Method Updates - November 14th, 2024

      The following updates are now live for users of Method

      Fixes

      • Opportunities - Fixed an issue where the Reorder Rejection Email preference was not being respected. (PL-49945)
      • Estimates - Fixed an issue where the Master Admin would be assigned the sales reps completed activity. (PL-49924)
      • Web to lead - Fixed an issue with undesired scroll on web to lead forms. (PL-48388)

      Regards,

      Hannah

    • 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 restrictions. (PL-49553)
      • Work Orders - Added option in Preferences to set desired template for external email notifications. (PL-49371)
      • Work Orders - Added a default print template. (PL-33812)
      • Donations - Updated recurring donations to skip expired payment methods to avoid app routine failure. (pl-49902)

      Fixes

      • Work Orders - Improved experience in Preferences when previewing notifications with no existing Work Orders. (PL-49233)

      Regards,

      Nicolas

    • 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 - Fixed an issue where percentage rate items could be added to Bills and Purchase Orders. (PL-49123)

      Regards,

      Arshi

    • 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 Purchase Orders. (PL-49123)

        Regards,

        Harman

      • 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 failed recurring donation payments. (PL-49118)

        Fixes

        • Items - Added validation for description length on non-inventory parts to avoid sync conflicts. (PL-49829)

        Regards,

        Hannah

      • 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

      • Method Updates - October 29th, 2024

        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

        • 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. (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

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