The following updates are now live for users of Method

New Features / Updates

• SSO Integrations - Implement SSO for Zapier sign-in. (PL-46198)
• Invoices - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46120)
• Sales Orders - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46127)

Fixes

• QuickBooks Online - Fixed where Items were not available in dropdown when creating a Purchase Orders. (PL-46282)
• Contacts - Improved the error message for QBDT users that appears when attempting to delete an entity that has transactions associated to it. (PL-45985)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Proposals - Assigned a backup recipient for communications if the Assign To or the customer contact become inactive. (PL-44722)
• Proposals - Improved validation for sending the proposals payment expiring email. (PL-44714)
• Proposals - Added an activity to log automatic external email notification. (PL-44712)
• Proposals - Added a prepare for accounting action when payment is received. (PL-44708)
• Sales Orders - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46127)
• Estimates - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46108)

Fixes

• Bills - Added a copy button on the New/Edit bill screen for the mobile view. (PL-46234)
• Proposals - Fixed an issue to ensure the proposal is checking the active status of the customer before running the app routine. (PL-45081)
• Estimates - Fixed an issue where sales receipts received as a deposit on an estimate did not immediately sync to QuickBooks. (PL-46021)
• Estimates - Fixed an issue on the Estimate Acceptance and Estimate Rejection email templates where information about the customer contact was displayed instead of the internal Method user. (PL-45929)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Multi-Tenant - Fixed an issue where Transaction History was displaying across main and tenant Accounts. (PL-46221)
• Communications - Fixed an issue where loading the Email Details for failed emails. (PL-46032)

Regards,

Nicolas

The following updates are now live for users of Method

Fixes

• Opportunities - Fixed an issue where the Create Invoice button was missing from Estimates when converted from an Opportunity (Xero). (PL-46223)
• Proposals - Fix for "Recurring Invoices & Payments" app routine failure in Xero accounts. (PL-46073)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

• Functional - Add edit experience to Address component. (PL-44127)
• Functional - Implement field block actions on runtime. (PL-44691)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Contacts - Added handling to reject a proposal when a customer becomes inactive. (PL-45991)
• Contacts - Added a check for active proposals when the assigned contact is being deleted. (PL-45911)

Fixes

• Email Campaign- Fixed an issue where campaigns were intermittently stuck on "In Progress" status. (PL-45746)
• Contact Activity Panel - Unable to Save Attachment on New Activity Creation. (PL-44191)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Proposals - Added back-up recipients for emails and activities if the Assigned To or Customer Contact become inactive. (PL-45992)
• Proposals - Added a save button for new functionality. (PL-44786)
• Proposals - Excluded the 'Completed' status from proposals in 'Sent' status. (PL-44707)
• Proposal - Added the ability to edit the Assigned To and Customer Contact on existing proposals. (PL-44695)
• Proposals - Added a 'Make a Copy' button to the View Proposal screen. (PL-42723)
• Reports - Updates to some of the stock app Reports screens to leverage the new chart drill-down functionality. (Estimates, Sales Receipts, Purchase Orders). (PL-45648)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• Email History - Sending an email directly to an unsubscribed contact no longer causes the email to get stuck in the email send list. (PL-45998)
• Payments - Fixed an issue where payment records were not created for portal transactions. (PL-45859)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• Sync - Fixed an issue where customer leads are not converting to Customers when transaction syncs. (PL-45844)
• Payments - Fixed an issue where the payment record did not get logged correctly when paying more than one invoice on the portal in some scenarios. (PL-45858)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Send Email Action - Will now include the option to flag emails as Marketing and append an unsubscribe link in the header on supported email providers. (PL-45138)

Fixes

• Charts - Fixed an issue where saving a chart was slow. (PL-45860)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Insights Dashboard - Updates to the stock screenlets featuring Charts to leverage the new drill-down functionality. (PL-45816)

Fixes

• QBO - Fix for the 'IsPrintItemsInGroup' field not holding the expected values at the transaction line level. (PL-45838)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• Purchase Orders and Bills - Updated logic on dropdowns that caused inventory items to be filtered out. (PL-45815)
• Estimates - Updated preferences on Xero to show the approvals tab. (PL-45748)
• Work Orders. - Fixed issue that caused work order created on the invoice app ribbon to not include the customer. (PL-45541)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Payments - Removed inactive proposal types from the dropdown. (PL-44716)
• Invoices - Removed inactive proposal types from the dropdown. (PL-44715)

Fixes

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Proposals Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45565)

Fixes

• App Updates - Fixed issues with app update performance. (PL-44909)
• Estimates - Fixed an issue where the dates shown in the customer email incorrectly included a time instead of only showing a date. (PL-45452)
• Xero stability - Fixed a Null reference exception on receive payment. (PL-45106)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Cases Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45567)
• Donation Preferences - Filtered out inapplicable options from the email template dropdowns, and updated the print template dropdowns to only show options based off the SalesReceipt table. (PL-45566)
• Purchase Order Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45563)
• Sales Order Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45562)
• Payment Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45560)
• Invoice Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45559)
• Opportunities Preferences - Filtered out inapplicable options from the email template dropdowns, and moved some preferences under a new "Advanced Settings" section. (PL-45558)
• Activity Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45557)
• Estimate Preferences - Filtered out inapplicable options from the email template dropdowns, and moved some preferences under a new "Advanced Settings" section. (PL-45554)

Fixes

• Proposals - Fixed an issue where Category item types were available to select as proposal service items which caused sync conflicts. (PL-45590)
• Proposals -  Removed inaccurate time from the transaction date field on the email templates. (PL-45477)

Regards,

Nicolas

Nicolas