April 2023 - Posts

• Method Updates - April 27th, 2023

  The following updates are now live for users of Method Fixes Sync - Fixed an issue with AccountCode that was preventing some accounts from syncing. (PL-40765) Proposals - Fixed an issue with recurring invoices not sending on the proposal end date. (PL-40752) Regards, Courtney Posted Apr 27 2023, 08:37 AM by Method_ Courtney with no comments

• Method Updates - April 26th, 2023

  The following updates are now live for users of Method New Features / Updates Email Campaigns - Added the ability to filter grid in a Sent Email Campaign based on status. (PL-40666) Contacts - Added lead source on customers who are converted from a lead. . (PL-40665) Donations - Added “Make a Copy” button and improved designs on mobile. (PL-36619) Fixes Sync - Fixed an issue with syncing update to Inventory Site for QBDT. (PL-40845) Sync - Fixed an issue where change-only and full sync where not being logged in the audit trail. (PL-37063) Date Picker - fixed an issue where date picker left padding was misaligned. (PL-40875) Sync - Fixed an issue where shipping cost was not considered when determining if an estimate total would be a negative number. (PL-29285) Payments - Updating error messaging. (PL-40191) Regards, Hannah Posted Apr 26 2023, 08:16 AM by method_Hannah with no comments

• Method Updates - April 20th, 2023

  The following updates are now live for users of Method New Features / Updates Bills - Updated filters on Bills List screen. (PL-40014) Regards, Courtney Posted Apr 20 2023, 08:52 AM by Method_ Courtney with no comments

• Method Updates - April 19th, 2023

  The following updates are now live for users of Method New Features / Updates Sync Conflicts- Improved unlink sales order from invoice to unlink all line items. (PL-40017) Email Campaigns - Added the ability to Archive/Unarchive completed campaigns. (PL-40193) Donor Pages - Improved ability to set the default Deposit Account. (PL-33946) Fixes Items - Fixed an issue with QBO where newly created items were always being marked as purchase items. (PL-40496) Items - Removed the '%' option for all items besides Discount and Other Charge. (PL-40678) Contacts - Fixed an error in the show message when editing an Entity. (PL-40486) Payments - Added a message to New/Edit payment screen if the user is trying to process a payment and there is something in the references field. (PL-40191) Regards, Hannah Posted Apr 19 2023, 08:08 AM by method_Hannah with no comments

• Method Updates - April 18th, 2023

  The following updates are now live for users of Method Fixes Editable Grids - Fixed an issue where changes entered in text columns were not always being saved on some tablets. (PL-40432) Validation Rules - Fixed an issue where validation rules applied to decimal fields would not work. (PL-40128) Xero - Fixed an issue with tax rates which prevented sync from completing. (PL-40632) Display settings - Fixed an issue where saving uploaded log for the first time was resulting in an error. (PL-40648) Import tool - Fixed an issue where fields were auto converted that were not meant to be converted. (PL-39880) Import tool - Fixed an issue where last name field was mapping without the field actually being present on the file. (PL-37231) Regards, Nicolas Posted Apr 18 2023, 08:01 AM by Method_Nicolas with no comments

• Method Updates - April 14th, 2023

  The following updates are now live for users of Method New Features / Updates Work Orders - Added a Make a Copy option in the More Actions button menu. (PL-40222) Fixes Portals - Fixed an issue where clicking on portal screens grid record was linking to dashboard instead of manage screen security. (PL-38446) Proposals - Fixed error message on "Clear & New" button on mobile. (PL-40579) Regards, Courtney Posted Apr 14 2023, 09:36 AM by Method_ Courtney with no comments

• Method Updates - April 6th, 2023

  The following updates are now live for users of Method Fixes App routine system page - Fixed an issue that caused the status pill size to change. (PL-40551) Regards, Courtney Posted Apr 06 2023, 01:30 PM by Method_ Courtney with no comments

• Method Updates - April 5th, 2023

  The following updates are now live for users of Method New Features / Updates Contacts - Changed the default view filter to Shared - Active Customers and Leads. (PL-40173) Contacts - Added a tab to the Contact List screen that shows a list of Companies. (PL-39891) Fixes Regards, Hannah Posted Apr 05 2023, 08:13 AM by method_Hannah with no comments

• Method Updates - April 4th, 2023

  The following updates are now live for users of Method New Features / Updates 2FA - Introducing two-factor authentication for all users. (PL-40503) Gallery - New component is now generally available in screen designer. (PL-38113) Proposals - Updated logic to not allow a proposal requiring payment for acceptance to be sent, if the payment gateway is not setup. (PL-39264) Fixes Export tool - Added a feature under filtering option to be able to sort based on any field in ascending or descending order. (PL-40470) Regards, Nicolas Posted Apr 04 2023, 08:15 AM by Method_Nicolas with no comments