December 2023 - Posts

• Method Updates - Dec 22nd, 2023

  The following updates are now live for users of Method New Features / Updates Fixes Google Calendar - Fixed an issue where the user was not able to connect with Google Calendar. (PL-44317) Deposits - Fixed an issue where default email templates were set incorrectly. (PL-44390) Taglist - Fixed an issue where linked tag fields were not displaying correctly. (PL-43805) Grids - Fixed an issue where users were unable to load records after changing the visible columns or views on a grid. (PL-43855) Actions - Fixed an issue where date filters were not being set correctly. (PL-38979) Show Message - Fixed an issue where action results were only displaying with specific formatting applied. (PL-43000) Regards, Harman Posted Dec 22 2023, 08:44 AM by Method_Harman with no comments

• Method Updates - December 20th, 2023

  The following updates are now live for users of Method New Features / Updates Items - Added the ability to disable reorder functionality for specific items. (PL-44449) Fixes Work Orders - Added logic for customers to use the price levels when adding items. (PL-44473) Charts - Fixed an issue with selecting text fields as filter criteria. (PL-44481) Charts - Fixed an issue selecting a screen when drill down is enabled. (PL-44482) Charts - Fixed an issue with filter criteria not appearing in some scenarios. (PL-44505) Xero - Added a validation for AccountID on invoice lines. (PL-44361) Regards, Hannah Posted Dec 20 2023, 08:12 AM by method_Hannah with no comments

• Method Updates - Dec 18th, 2023

  The following updates are now live for users of Method New Features / Updates Fixes Opportunities - Fixed an issue where converting an Opportunity to a transaction did not update the sales pipeline.  (PL-43741) Opportunities - Fixed an issue where contact information was not updating correctly. (PL-43612) Gmail Sidebar - To support uploading attachments of up to 25 MB. (PL-44468) Estimates- Removed unnecessary action on the portal screen. (PL-43841) Deposits- Added logic to prevent the deposit amount exceeding the total estimate amount. (PL-43761) Deposits- Fixed issue where the generated sales receipt was missing relevant information. (PL-43621) Estimates - Fixed issue where email templates were not populating with the correct currency symbol. (PL-43327) SalesTaxTotal is marked as Unique on the Purchase Order Table in Fields and Tables. (PL-43693) Regards, Harman Posted Dec 18 2023, 08:39 AM by Method_Harman with no comments

• Method Updates - Dec 15th, 2023

  The following updates are now live for users of Method New Features / Updates QuickBooks Desktop- Fixed an issue where SalesTax items were being taxed on transactions causing incorrect Tax Calculation. (PL-44273) Xero Sync - Added support to sync DefaultCurrency from Xero contact to Entity CurrencyRef. (PL-44328) Fixes Regards, Harman Posted Dec 15 2023, 08:43 AM by Method_Harman with no comments

• Method Updates - Dec 11th, 2023

  The following updates are now live for users of Method New Features / Updates Fixes Proposals - Fixed an issue where the currency field was showing unnecessarily. (PL-44310) Payments - Fixed an issue where payment methods did not get updated. (PL-43893) Regards, Harman Posted Dec 11 2023, 08:12 AM by Method_Harman with no comments

• Method Updates - Dec 08th, 2023

  The following updates are now live for users of Method New Features / Updates Adding More Tables and Fields Error for the Alert Systems Error. (PL-44066) Work Orders and Field Crew - SMS notifications. (PL-44247) QBO Sync Conflicts- Added a resolution and customer-understandable message for conflicts: TxnTaxDetail.TaxLineDetail.TaxLine.TaxRateRef. (PL-44331) Charts - Added additional date filter options in the criteria builder. (PL-44312) Fixes App Ribbons - Fixed an issue where custom app ribbons were affecting screen load. (PL-42250) Actions - Fixed an issue where the change event on text input objects was not working as expected. (PL-36658) Audit Trail - Updated to show logs for the CustomerPaymentInfo table. (PL-43839) Map - Fixed an issue where the navigation arrow was not pointing to the correct address on mobile. (PL-41735) Charts - Fixed an issue issue with toggling yes/no fields in the criteria builder. (PL-44311) Regards, Harman Posted Dec 08 2023, 09:51 AM by Method_Harman with no comments

• Method Updates - December 6th, 2023

  The following updates are now live for users of Method New Features / Updates SMS - Ability to send SMS messages. (PL-44259) Fixes App Routines - Fixed an issue preventing app routines from publishing. (PL-43844) Permissions - Fixed an issue where user permissions were not being applied correctly in Multi-Tenant accounts. (PL-43846) Estimates - Fixed an issue where Approvals section was not appearing in Estimate Preferences. (PL-43591) Notifications - Fixed an issue where for Activity Follow up email reminders, the Company name was not shown in the email subject line. (PL-38103) Text Input Fields - Fixed an issue where the disabled state was inconsistent for different field types. (PL-43830) Proposals - Fixed an issue where the required currency record was not available in the proposal to invoice flow for Xero users. (PL-44078) Regards, Hannah Posted Dec 06 2023, 08:13 AM by method_Hannah with no comments

• Method Updates - December 1st, 2023

  The following updates are now live for users of Method New Features / Updates Fixes Accounting/Business Logic - Fixed an issue where the Discount value is incorrect on invoices. (PL-32062) Regards, Harman Posted Dec 01 2023, 10:11 AM by Method_Harman with no comments