Method Community

 

Release Notes

  • Method Updates - June 21st, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Email settings - Added a new provider summary page that provides advanced detail on email delivery. (PL-47390)

    Fixes

    • Actions - Fixed an issue where paste below was not working as expected. (PL-42724)

    Regards,

    Courtney

  • Method Updates - June 20th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Donations - Updated the mobile grid columns to reduce crowding and show the most relevant information. (PL-36655)

    Fixes

    • Recurrence Widget - Fixed an issue where customers were unable to create recurring work orders. (PL-47253)
    • Payments - Fixed issues experienced when attempting to apply a partial payment to an invoice. (PL-46434)

    Regards,

    Hannah

  • Method Updates - June 18th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Time Tracking - Added logic to hide and show relevant button option for QBDT. (PL-42923)

    Fixes

      Regards,

      Arshi

    • Method Updates - June 17th, 2024

      The following updates are now live for users of Method

      New Features / Updates

      • Email Settings - Failure reason will now display when attempting to authenticate a domain. (PL-45308)

      Fixes

      • Estimates - Added logic when a deposit is paid to sync the transaction. (PL-47277)
      • Activites - Fixed the Save & New experience to set focus on the first field after clicking. (PL-22427)

      Regards,

      Harman

    • Method Updates - June 13th, 2024

      The following updates are now live for users of Method

      New Features / Updates

      • Domain Authentication - Admins will now receive an email notification when a new domain is successfully authenticated. (PL-46072)

      Fixes

      • Proposals - Fixed an issue where the recurring payment app routine would stop running if a proposal customer becomes inactive. (PL-47195)
      • Send Email - Fixed an issue where the stock send email screen did not input the email contents on the Activity. (PL-47238)
      • Work Orders - Fixed issues where when choosing a contact the details were not being populated on screen . (PL-47259)

      Regards,

      Hannah

    • Method Updates - June 11th, 2024

      The following updates are now live for users of Method

      New Features / Updates

      • Activities - Added tab view on the list screen. (PL-46303)


        Regards,

        Arshi

      • Method Updates - June 10th, 2024

        The following updates are now live for users of Method

        New Features / Updates

        • Work Orders, Field Crew - Added the ability for users to customize the SMS text messages. (PL-46843)

        Fixes

        • Reports & Print Templates - Fixed an issue where the copy tool was not using the name entered by the user. (PL-39355)
        • New / Edit Work Order | "Email" button does not merge fields from the Customer table. (PL-46836)
        • Items - Added filter for service items to exclude AR and AP accounts. (PL-47140)

        Regards,

        Harman

      • Method Updates - June 7th, 2024

        The following updates are now live for users of Method

        New Features / Updates

          Fixes

          • Communication Settings - Fixed issue with status column not appearing in search on the Email Senders table. (PL-46738)

          Regards,

          Courtney

        • Method Updates - June 6th, 2024

          The following updates are now live for users of Method

          New Features / Updates

            Fixes

            • Actions - Fixed an issue where the show/hide action required a screen refresh to work as expected. (PL-46988)
            • Payments - Fixed an issue where ReceivePayment record was not created for successful transactions . (PL-46620)
            • Email Senders - Fixed an issue where retrieving from the Email Senders table gave an error. (PL-46408)

            Regards,

            Hannah

          • Method Updates - June 5th, 2024

            The following updates are now live for users of Method

            New Features / Updates

            • Edit Entity - Improved error message when a user is attempting to delete a customer with existing transactions on QBDT. (PL-46007)

            Fixes

            • Edit Entity - Fixed an issue where allowing a customer with an active sub-customer to become inactive caused a sync conflict. (PL-43056)
            • Opportunities - Fixed logic in reorders flow causing an error when accessing customer portal. (PL-46997)

            Regards,

            Hannah

          • Method Updates - Jun 3rd, 2024

            The following updates are now live for users of Method

            New Features / Updates

              Fixes

              • Sales Orders - Fixed an issue where it was possible to set a TxnDate prior to the Inventory Start Date for some of the items included on the transaction, resulting in a sync conflict. (PL-46861)
              • Sales Orders - Fixed an issue that occurred when creating a copy of an invoiced sales order. (PL-46871)

              Regards,

              Arshi

            • Method Updates - May 31st, 2024

              The following updates are now live for users of Method

              New Features / Updates

              • Activities - Add comment to label the Proposal Payment Unsuccessful email activity. (PL-46979)
              • Email Settings - Added note calling out when emails will be sent from notifications@mail.method.me. (PL-46177)
              • Communications History - Updated delivery server display for increased specificity. (PL-46939)

              Fixes

              • Work Orders - Fixed an issue where customers were unable to create recurring work orders. (PL-46924)
              • Purchase Orders - Fixed an issue where converting a sales transaction to a purchase order would pull in the item's Sales Price instead of the Purchase Cost. (PL-46958)
              • Purchase Orders - Fixed an issue where the Sales Tax Code was not properly selected when converting a sales transaction to a purchase order. (PL-46980)
              • Purchase Orders - Fixed an issue where the Sales Tax Code was not being pulled in properly when selecting an item (QBO Global only). (PL-46975)
              • Sales Transactions - Fixed an issue where some Item dropdowns were not sorted alphabetically. (PL-46780)
              • Estimates - Fixed an issue on the Preferences screen where the Deposit Item dropdown was hidden in the Advanced Settings section. (PL-46741)
              • Sales Transactions - Fixed an issue where it was possible to set a TxnDate prior to the Inventory Start Date for some of the items included on the transaction, resulting in a sync conflict. (PL-46536)

              Regards,

              Harman

            • Method Updates - May 27th, 2024

              The following updates are now live for users of Method

              New Features / Updates

              • Internal Notes - Added UX improvements to make the creation process faster. (PL-46324)
              • Work Orders - Added logic when creating an invoice to include the discounts applied to the estimate. (PL-46302)
              • Proposals - Added a filter to the notification email dropdown to only list recommended stock and custom email templates. (PL-45999)
              • Portal - Added navigation from Invoice to related Proposal. (PL-40718)
              • Work Orders - Added changes to make editing customer/contact info easier. (PL-46323)

              Fixes

              • Email Campaigns - Fixed an issue where the Send Campaign routine was failing in scenarios where inactive contacts were included as recipients. (PL-46868)
              • Estimates - Fixed an issue on the Preferences screen where the Deposit Item dropdown was hidden under the Advanced Settings section. (PL-46741)
              • Contacts - Fixed an issue where the Sales Tax Code was hidden on the Edit Entity screen for leads. (PL-45227)
              • Estimates, Invoice - Fixed logic on Xero to allow changing the quantity of description-only line items. (PL-44657)
              • Activities - Fixed an issue were the merge field Contacts.FirstName was not populating on click of View Sent Email. (PL-46441)
              • Donor Pages - Fixed logic to not allow a test drive on the donor page until a minimum set-up is met. (PL-45102)
              • Proposals - Fixed the app routine to ensure a check for active payment methods before retrying failed payments. (PL-46964)

              Regards,

              Arshi

            • Method Updates - May 16th, 2024

              The following updates are now live for users of Method

              New Features / Updates

              • Editable Grids - Added a new empty state when no records are found. (PL-46079)
              • Xero - Added a feature to allow using negative line items on transactions. (PL-46589)
              • Method Sync Engine - Added a feature to allow choosing QBXML version to fix XML text stream errors. (PL-45168)
              • Work Orders - Updated one of the “Share” button menu items on the Work Order List screen from “Email Selected” to “Email Assignees”. (PL-46299)

              Fixes

              • QBO - Fix for sync conflict "TxnTaxDetail" on updating the shipping address on transactions. (PL-46730)
              • Estimates - Fixed an issue where the email button in the email led contacts to an error page (QBO Global only). (PL-46904)

              Regards,

              Phil

            • Method Updates - May 15th, 2024

              The following updates are now live for users of Method

              New Features / Updates

              • QBDT Sync - Added LocationSiteRef field to Sales Receipt Line Table and made it available to sync with QuickBooks. (PL-46493)
              • Sales Transactions - Updated the mobile view of the line item grid to include the item description. (PL-44876)

              Fixes

              • Sales Orders - Fixed an issue where the sales tax did not properly carry over from estimates, through sales orders, and onto invoices for QBO accounts. (PL-46251)
              • Sales Orders - Fixed an issue where the "Make a Copy" button did not appear on mobile. (PL-45313)
              • Bills - Fixed an issue where two "Add Item" buttons appeared on screen. (PL-45243)

              Regards,

              Hannah

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