April 2024 - Posts

• Method Updates - April 30th, 2024

  The following updates are now live for users of Method New Features / Updates Estimates, Sales Orders, Invoices - Added the ability to convert to a purchase order. (PL-45918) More Manual SMS Notifications - Release Ticket. (PL-46508) Proposals - Updated what statuses can be accessed from each stage of a proposal. (PL-45009) Regards, Nicolas Posted Apr 30 2024, 09:17 AM by Method_Nicolas with no comments

• Method Updates - April 25th, 2024

  The following updates are now live for users of Method New Features / Updates Contacts - Updated 'Email Communications" header to include the SMS option. (PL-46337) Fixes Contacts - Fixed an issue where a validation message was thrown in the case of a duplicate Name value instead of FullName. (PL-46382) Regards, Courtney Posted Apr 25 2024, 08:29 AM by Method_ Courtney with no comments

• Method Updates - April 22nd, 2024

  The following updates are now live for users of Method New Features / Updates Sales Receipts - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46128) Fixes Fixed a corruption for the 'Items' table for account oceanmarine. (PL-46264) V4 Designs - Advanced Settings page - Hyperlinking chat and email option. (PL-46243) Bills - Fixed an issue where the RecordID column was formatted as a Date field. (PL-46209) Regards, Arshi Posted Apr 22 2024, 10:05 AM by Method_Arshi with no comments

• Method Updates - April 19th, 2024

  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 Posted Apr 19 2024, 09:27 AM by Method_Harman with no comments

• Method Updates - April 18th, 2024

  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 Posted Apr 18 2024, 08:42 AM by Method_ Courtney with no comments

• Method Updates - April 1tth, 2024

  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 Posted Apr 16 2024, 08:34 AM by Method_Nicolas with no comments

• Method Updates - April 15th, 2024

  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 Posted Apr 15 2024, 08:39 AM by Method_Arshi with no comments

• Method Updates - April 11th, 2024

  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 Posted Apr 11 2024, 11:23 AM by Method_ Courtney with no comments

• Method Updates - April 10th, 2024

  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 Posted Apr 10 2024, 08:42 AM by method_Hannah with no comments

• Method Updates - April 8th, 2024

  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 Posted Apr 08 2024, 09:40 AM by Method_Arshi with no comments

• Method Updates - April 5th, 2024

  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 Posted Apr 05 2024, 11:29 AM by Method_Harman with no comments