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Release Notes

  • Method Updates - February 20th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Proposals - Removed the "from" section in the email preview for Email Security. (PL-45277)
    • Sales Orders - Removed the "from" section in the email preview for Email Security. (PL-45271)

    Fixes

    • Sales Orders - Fixed an issue where deleted items remained functional causing sync conflicts. (PL-45036)

    Regards,
    Nicolas

  • Method Updates - February 14th, 2024

    The following updates are now live for users of Method

    Fixes

    • Opportunities- Added logic to check permissions when converting to a transaction. (PL-45127)
    • Purchase Orders - Fixed an issue where deleted items on transactions were still functional causing sync conflicts. (PL-45153)
    • Emails - Fix an issue where email usage limits were not being communicated on New/Edit Purchase Orders and Proposal screens. (PL-45012)
    • Portal - Fixed an issue with the total and currency label not displaying correctly on the Guest Purchase Order. (pl-44986)
    • Email Campaigns - Slight redesign of the Review and Send screen to fix an issue where the sections overlapped in some scenarios. (PL-44913)

    Regards,

    Hannah

  • Method Updates - February 12th, 2024

    The following updates are now live for users of Method

      Fixes

      • Bills - Fixed an issue where the SalesTaxCode requirement on New/Edit Items screen was causing validation issues on QBOG. (PL-45105)

      Regards,

      Phil

    • Method Updates - February 7th, 2024

      The following updates are now live for users of Method

      New Features / Updates

        Fixes

        • Guest - Customer Transactions - Fixed an issue where the grid is sorted by RecordID instead of TxnDate. (PL-45047)
        • Donations - Fixed inconsistencies in the default donation receipt emails sent for online donations. (PL-44794)

        Regards,

        Hannah

      • Method Updates - Feb 5th, 2024

        The following updates are now live for users of Method

        New Features / Updates

        • Implement Gmail feedback loop headers. (PL-44993)

        Fixes

        • Xero Stability- Fixed an issue with customer currency syncing as USD to Method even if different in Xero. (PL-44965)
        • QBO Sync - Fixed an issue with 'IsVendorEligibleFor1099' field to be updated on Vendor Table. (PL-44886)
        • QBO - Fixed issues while using Bundle Items in Method. (PL-44801)
        • Invoices - Added helpful max usage limit errors for emails. (PL-44851)
        • Invoices - Added validation for bBillEmail field. (PL-44741)
        • Invoices - Updated logic when converting to a payment to include the assigned-to . (PL-44734)
        • Invoices - Fixed an error that occurred when a user first created an invoice. (PL-43775)
        • Invoices - Updated grids to not show the column totals for QTY and amount. (PL-43689)
        • Invoices- Updated logic so a payment associated with it, does not allow the user to delete the invoice . (PL-43439)
        • Email Campaigns - Fixed an issue on the View Email Campaign screen where some sections overlapped each other in some scenarios. (PL-41357)
        • Editable Grid Integers Give Red Error When Setting It To Billions. (PL-44262)
        • Runtime Error : A019 - Object reference not set to an instance of an object. (PL-44685)
        • Paste below action not working as intended. (PL-42724)
        • SMS in Loop is running into rate limiting issues. (PL-44791)

        Regards,

        Harman

      • Method Updates - Feb 2nd, 2024

        The following updates are now live for users of Method

        New Features / Updates

          Fixes

          • Fixed an issue where the Status of bounced emails was not showing correctly. (PL-45100)
          • Sync Engine - Upgrade to Version 2.0.0.32  to fix the issue where credentials were being cleared.
          Regards,
          Harman
        • Method Updates - January 31st, 2024

          The following updates are now live for users of Method

          Fixes

          • QuickBooks Online - Fixed a discrepancy issue with the total while using inclusive of Tax option. (PL-44944)
          • Audit Trail - Added missing events for disconnecting/editing payment gateways. (PL-44442)
          • Signature Widget - Fixed an issue where drawn signatures would not save. (PL-41359)
          • Grids - Fixed an issue where customers were unable to delete their custom filters. (PL-26504)
          • Estimates - Fixed an issue where the contact emails over 100 characters were causing validation errors. (PL-44182)
          • Reorders - Action error when sending Rejection email to a customer with no email. (PL-44798)
          • Opportunities - Fixed an issue where some error messages were appearing in some scenarios when closing or rejecting Reorder opportunities. (PL-43740)
          • Opportunities - Fixed an issue where invoices created from opportunities were missing some information, amounts, and totals. (PL-43739)
          • Logstash Cleanup - Added a validation for Xero Invoices using Description-Only Line Items. (PL-44870)
          • Invoices - Updated logic so credit is applied to the balance. (PL-27544)
          • Invoices - Fixed an issue where the account type was not being retrieved correctly cause a payment gateway error. (PL-43099)
          • Invoices - Updated logic so users can't delete transaction in closed account period. (pl-45011)
          • Items - Fixed an issue were SalesTaxGroupItems were causing sync conflicts if used as a transaction item on QBDT accounts. (PL-45008)
          • Transactions - Fixed an issue where users were able to delete transactions from a closed accounting period, causing sync issues. (PL-44735)
          • Transaction Line Items - Fixed an issue where transaction line items were allowing negative values, which cause sync issues. (PL-45010)

          Regards,

          Hannah

        • Method Updates - Jan 26th, 2024

          The following updates are now live for users of Method

          New Features / Updates

          • Items - Adding messaging to the New/Edit Group Item screen for QBO users to notify that portal reorders cannot be enabled for group items. (PL-44818)

          Fixes

          • Xero Sync - Fixed a dependency error on deleted transactions that use deleted line items. (PL-44809)
          • QuickBooks Desktop - Fixed the calculations of multiple discounts when added to Sales Transactions. (PL-44874)
          • Sync Conflicts - Fixed an issue where the unlink to SalesOrder button was not displaying. (PL-44838)

          Regards,

          Harman

        • Method Updates - January 24th, 2024

          The following updates are now live for users of Method

          New Features / Updates

          • Opportunities - Added the ability to disable/enable portal reorders for group items. (PL-43546)

          Fixes

          • Email - Fixed an issue where the subject for multi-tenant emails was not populated with the tenant name. (PL-38436)

          Regards,

          Hannah

        • Method Updates - Jan 19th, 2024

          The following updates are now live for users of Method

          New Features / Updates

          • Opportunities - Improvements to the add/edit items experience on mobile devices. (PL-43160)
          • Update app routine schedule to run on Cron Expression . (PL-44697)

          Fixes

          • Opportunities - Fixed an issue where line items were not carrying over when converting to an estimate. (PL-44721)
          • Opportunities - Fixed an issue where amounts fields were not auto-populating when converting to an estimate . (PL-44158)
          • Opportunities - Fixed an issue where work order line items were missing when converting from an opportunity. (PL-43895)
          • Opportunities - Fixed an issue where price levels for line items were not considered on QBDT. (PL-43149)
          • Xero: Fixed an issue where Conflicts were getting multiplied instead of updating the existing one for the disconnected status. (PL-44731)
          • Cases Preferences XERO | "Portal" tab only shows when you click on "activities" tab. (PL-44687)
          • New Case | Creating Follow Up Activity + Save Can Create Duplicate Follow Up Activities. (PL-43587)
          • Opportunity Reorder Feature - Missing Email Templates. (PL-42843)
          • Email Campaigns - Added error messaging for usage limits. (PL-42340)
          • Send Email - Added error messaging for usage limits. (PL-42337)
          • Work Orders - Fixed issue where Grouped Items were being duplicated when converting to an invoice . (PL-41555)
          • Donations - Fixed issue where the Donation Receipt Email was filtered out of preferences. (PL-44655)
          • Charts - Fixed an issue with chart alignment when chart has no data. (PL-44720)

          Regards,

          Harman

        • Method Updates - January 17th, 2024

          The following updates are now live for users of Method

          Fixes

          • QuickBooks Desktop - Fixed an issue where the Inventory Assembly items were not syncing to QuickBooks. (PL-44726)
          • HTML Editor - Fixed an issue where style tags were being ignored. (PL-38476)
          • Customer Billing - Added additional clarification around email overage charges. (PL-39901)
          • Mapping Widget - Fixed an issue where addresses with close proximity were not displaying. (PL-39373)
          • Print Templates - Fixed an issue where invoice templates did not display the correct date. (PL-44245)
          • App Routines - Fixed an issue where app routines with long action lists had performance issues. (PL-44180)
          • Email Campaign - Added guardrails to prevent users from unintentionally resending the same campaign. (PL-44704)
          • Estimates - Added logic to hide the status dropdown on Xero. (PL-44662)
          • Invoices - Fixed an issue where changing the amount to pay would erase info about the payment. (PL-44035)
          • Invoices - Added logic so WaitForSyncApproval stays unchecked when creating an invoice for a Customer Lead. (PL-44674)
          • Estimates - Added logic to restrict edited the status for Xero. (PL-44491)
          • Invoices & Estimates - Added logic to consider the correct currency. (PL-44144)

          Regards,

          Hannah

        • Method Updates - Jan 15th, 2024

          The following updates are now live for users of Method

          New Features / Updates

            Fixes

            • Items - Fixed an issue where descriptions on group items were not syncing after being updated in Method or QBDT. (PL-41521)
            • Items - Fixed an issue where “SalesTaxGroup” items in QBDT were causing sync conflicts on Invoices, Sales Orders, and Estimates. (PL-35877)
            • Tables & Fields - Fixed an issue where Item views did not display the correct required fields. (PL-29880)

            Regards,

            Harman

          • Method Updates - Jan 12th, 2024

            The following updates are now live for users of Method

            New Features / Updates

              Fixes

              • Multi-Tenancy - Fixed an issue where the new tenant accounts were automatically getting connected to the head account's QBs file. (PL-44585)
              • Screen Designer - Fixed an issue where Default Values For Editable Grid Columns were not referenced accurately. (PL-42576)
              • Date Picker - Fixed an issue where users were unable to Scroll using the mouse wheel on time selections. (PL-40874)
              • App Ribbons - Fixed an issue where basing app ribbons on the invoice line items table was causing errors. (PL-36093)
              • Multi Tenancy - Fixed an issue where activity reminders from tenant accounts were redirected to the parent account. (PL-44076)
              • Email Campaigns - Fixed an issue where multiple customers with the same email were sent repeat emails. (PL-44226)
              • Cases - Fixed an issue where users were unable to enable cases via the Portal under preferences. (PL-44088)

              Regards,

              Harman

            • Method Updates - January 10th, 2024

              The following updates are now live for users of Method

              New Features / Updates

                Fixes

                • Web to Lead - Fixed an issue where inactive users were appearing as assignee options. (PL-44465)
                • Estimates - Fixed an issue where markup items were being calculated inaccurately. (PL-16358)
                • Contacts - Updated logic so billing address lines can be up to 500 characters. (PL-44605)
                • Email Campaigns - Updated logic so duplicate button does not copy over contacts/entities that are inactive. (PL-44526)
                • Deposits - Updated logic so a user can email an estimate that has a deposit without the payment gateway enabled. (PL-43550)
                • Contacts - Removed screen validation for Xero account to allow a colon in the name field . (PL-44423)
                • HTML Editor - Fixed an issue where uploading videos caused them to not play. (PL-41919)
                • HTML Editor - Fixed an issue where scroll was intermittently disabled . (PL-43770)
                • HTML Editor - Fixed an issue where section size was not respected on mobile devices. (PL-38082)
                • Grids - Fixed an issue where save message was appearing on read-only grids. (PL-37982)
                • DateTime Picker - Fixed an issue where default value was not displayed consistently. (PL-42331)
                • Cases - Fixed an issue where assignee dropdown was not sorted or filtered appropriately. (PL-44586)

                Regards,

                Hannah

              • Method Updates - Jan 5th, 2024

                The following updates are now live for users of Method

                New Features / Updates

                  Fixes

                  • Estimates - Updated logic so that when sending an email and an estimate has already been accepted, the original email is used instead of the approval email. (PL-44537)
                  • Deposits - Updated the logic on preferences so Users are aware they don't have the permissions to enable/disable deposits. (PL-44099)
                  • Sales Orders - Fixed an issue where the currency was not being used correctly on the email. (PL-43329)
                  • Estimates - Cleaned up the comments on the preferences screen. (PL-44041)
                  • Activities - Fixed an issue where links from the New/Edit Activity screen were not working on the mobile app. (PL-44169)
                  • Email Activity Log - Fixed an issue where retried emails did not show the correct time. (PL-43066)
                  • Call Web Service Action - Fixed an issue where the action was not returning correct results. (PL-43688)

                  Regards,

                  Harman

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