February 2024 - Posts

• Method Updates - February 28, 2024

  The following updates are now live for users of Method New Features / Updates Email Campaigns - Removed 'Ignore opt-out' checkbox to meet marketing email requirements. (pl-45337) Fixes Sales Orders - Fixed an issue where line items featuring now inactive items were allowed to be edited or copied to a new invoice. (PL-45423) Field Crew - Fixed an issue where Work Orders with the status 'Not Scheduled' where showing in certain view filters. (PL-45413) Gallery - Fixed an issue where filter using value from screen was not working. (PL-44880) Actions - Fixed an issue where the gallery was not showing up when using the refresh control action. (PL-44879) Chart builder - Fixed an issue with 'Group By' borders missing. (PL-45363) Regards, Hannah Posted Feb 28 2024, 08:05 AM by method_Hannah with no comments

• Method Updates - February 21st, 2024

  The following updates are now live for users of Method New Features / Updates Contacts - Added a warning message when attempting to opt out a contact of marketing communications on their behalf. (PL-45112) Fixes Work Orders - Fixed an issue where line items featuring now inactive items were allowed to be edited or copied over to new transactions. (PL-45242) Invoices - Fixed an issue where line items featuring now inactive items were allowed to be edited or copied over to new transactions. (PL-45128) Proposals - Fixed an issue on Xero accounts where creating an invoice within the app ribbon would not populate all the applicable fields. (PL-45000) Invoices - Fixed an issue where line items were allowed to have a negative value in Quantity. (PL-43745) Invoices - Fixed an issue where the email sent to customers included a time with the invoice date. (PL-43438) Invoices - Fixed an issue where invoices in a closed accounting period could be deleted. (PL-43191) Contacts - Fixed an issue where a Tax Exemption Reason error would wrongfully appear in some scenarios when creating a customer or lead. (PL-42922) Regards, Hannah Posted Feb 21 2024, 08:51 AM by method_Hannah with no comments

• 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 Posted Feb 20 2024, 07:14 AM by Method_Nicolas with no comments

• 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 Posted Feb 14 2024, 08:26 AM by method_Hannah with no comments

• 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 Posted Feb 12 2024, 02:07 PM by Method_Phil with no comments

• 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 Posted Feb 07 2024, 07:59 AM by method_Hannah with no comments

• 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 Posted Feb 05 2024, 09:21 AM by Method_Harman with no comments

• 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 Posted Feb 02 2024, 09:30 AM by Method_Harman with no comments