October 2023 - Posts
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The following updates are now live for users of Method
New Features / Updates
- Activities - Add new activity type for outgoing SMS. (PL-43110)
Fixes
Regards,
Nicolas
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The following updates are now live for users of Method
New Features / Updates
- QBO Version 34 - Support for Tax Classification Service: Migration line items. (PL-42960)
Regards,
Courtney
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The following updates are now live for users of Method
Fixes
- Calendar - Fixed an issue where elements were overlapping in the UI. (PL-43097)
- Email Campaigns - Fixed an issue where the file name was not being retained on attachments. (PL-42976)
- Mailchimp connection error on Warehouse. (PL-43446)
Regards,
Hannah
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The following updates are now live for users of Method
Fixes
- QuickBooks Online - Make TaxExemption reason 'OTHER' available in Method. (PL-43514)
Regards,
Nicolas
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The following updates are now live for users of Method
New Features / Updates
- Grids - Added the ability to set display format as hh:mm for time duration. (PL-43117)
- Proposals - Added 'Next Invoice Date' column to the list screen. (PL-43200)
- Opportunities - Fixed an issue where the line items grid was uneditable for Order Requests. (PL-42851)
Fixes
- Method Sidebar for Gmail - Fixed and issue where customers were not able to save changes under View User Settings. (PL-43575)
- Opportunities - Fixed an issue where the rate column was disabled for Opportunity line items. (PL-42937)
Regards,
Ayushi
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The following updates are now live for users of Method
New Features / Updates
- Reorders - Updated to allow reordering services in addition to items. (PL-41938)
- Portals - UI change to headers. (PL-41724)
Fixes
- REST API - Restrictions on direct POST requests in the Item and Entity tables. (PL-39874)
- Portals - Fixed an issue where the mobile button color was inconsistent with the desktop UI. (PL-42853)
- Reorders - Fixed an issue where new opportunities created via order requests were missing information. (PL-42852)
- Portals - Fixed an issue where clicking on the back button did not perform as expected. (PL-42848)
Regards,
Harman
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The following updates are now live for users of Method
Fixes
- Email - Fixed an issue preventing some users from viewing the Emails Sent page. (PL-43100)
- Estimates - Fixed an issue on QBG where shipping address for country was not being autopopulated. (PL-43269)
Regards,
Hannah
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The following updates are now live for users of Method
New Features / Updates
- Insights Dashboard - Added a new screenlet to allow users to view pending order requests. (PL-41723)
Fixes
- Opportunities - Fixed an issue with converting an Opportunity to an Invoice on QBDT. (PL-42842)
Regards,
Harman
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The following updates are now live for users of Method
New Features / Updates
- Proposals - Added a back button to the view proposals screen. (PL-43198)
- Time Tracking - Added pre-set and custom date range filters to the time Tracking list screen. (PL-42400)
Fixes
- Method Sidebar: Removed 'Campaign Source' field from the screen. (PL-40369)
- Xero - Fixed an issue where amount is not calculated correctly when Discount is updated to 0 in Estimates and Invoices. (PL-40184)
- Calendar - Fixed an issue where the record count and pagination were not working as expected. . (PL-41028)
- Actions - Fixed an issue where controls were not updating on save as expected. . (PL-42986)
- Grids - Fixed an issue where searches with apostrophes were not properly returning results. . (PL-43067)
- Proposals - Fixed an issue where the customer price level was not being applied to proposal services. (PL-43037)
Regards,
Courtney
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The following updates are now live for users of Method
New Features / Updates
- Cases - Added a dropdown to allow users to select a related Opportunity. (PL-42511)
- Work Orders - Added a dropdown to allow users to select a related Opportunity. (PL-41809)
- Opportunities - Added the ability to convert an opportunity to a work order. (PL-41808)
- Reorders - Added link to additional information when clicking on "Learn More" on Invoices and Sales Receipts. (PL-41561)
- Opportunities - Redesign the New/Edit Opportunity screen to be more user-friendly. (PL-41533)
- Opportunities - Added Work Orders to the App Ribbon. (PL-40936)
- Opportunities - Added automation to mark Opportunities as closed after converting to a transaction. (PL-40568)
Fixes
Regards,
Harman
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The following updates are now live for users of Method
Fixes
- Sync Conflict Improvements - Preventing customers from deleting an entity with transactions associated to it, along with improved Sync message. (PL-42084)
- QBDT Estimate\Invoice - Fixed an issue where subtotal lineitem was not updating on save when added a second time. (PL-43063)
Regards,
Courtney
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The following updates are now live for users of Method
Fixes
- Time Tracking - Fixed an issue when exporting a grid where more records were returned than were in the search results. (PL-42903)
Regards,
Hannah
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The following updates are now live for users of Method
Fixes
- Transaction Reports - Fixed an issue where no time range options were available on multi-tenant accounts. . (PL-42765)
- Portal - Updated Case tile to show a zero if no cases exist. . (PL-43011)
Regards,
Nicolas
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The following updates are now live for users of Method
New Features / Updates
- Preferences table - Added "Default Terms" field to sync from QuickBooks Online. (PL-42738)
- Add/Edit Items - Improved the button layout for mobile. (PL-43075)
- Time Tracking Preferences - Design Improvements QBDT. (PL-42991)
- Time Tracking - Improved required field messaging for Billable and Has Been Billed status. (PL-42771)
- Time Tracking - Improved the Delete show message on mobile. (PL-42571)
- Proposal - Improved show message language when trying to Edit a proposal. (PL-41489)
Fixes
Regards,
Harman
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