June 2024 - Posts

• Method Updates - June 28th, 2024

  The following updates are now live for users of Method New Features / Updates Email Campaigns - View Campaign screen improvements for campaigns in an error state. (PL-47375) Fixes Email Campaigns - Fixed an issue where duplicating a campaign with a long name would cause an error. (PL-47425) Invoices, Estimates - Fixed an issue where items not marked for sale were appearing in the Item dropdowns. (PL-47388) QBDT Sync - Fixed an XML parsing error for Purchase Order when both InventorySiteRef and ShipToEntityRef are being passed. (PL-47405) Regards, Courtney Posted Jun 28 2024, 09:00 AM by Method_ Courtney with no comments

• Method Updates - June 27th, 2024

  The following updates are now live for users of Method New Features / Updates Fixes QBDT Sync - Fixed an issue where Exchange Rate was not syncing properly with Purchase Orders. (PL-47421) QBDT Sync - The Mobile field is non-syncable for Vendor and Customer, fix to make sure it is not nullifying after sync. (PL-47371) Regards, Hannah Posted Jun 27 2024, 10:00 AM by method_Hannah with no comments

• Method Updates - June 26th, 2024

  The following updates are now live for users of Method Fixes Email Campaigns - Fixed an issue where emails with a status of "Not sent" were not properly accounted for in the campaign statistics. (PL-47347) Contacts - Fixed an issue where the user was unable to update the name of a duplicate customer. (PL-47318) Safari - Fixed an issue where some components of the interface were inaccessible when using Method on iPad with Safari Browser. (PL-46039) Calendar - Fixed an issue where calendar was intermittently flashing and showing a blank screen. (PL-37632) Regards, Nicolas Posted Jun 25 2024, 11:11 AM by Method_Nicolas with no comments

• Method Updates - June 25th, 2024

  The following updates are now live for users of Method Fixes Charts - Fixed an issue where In List was not available for Yes/No fields. (PL-47207) Email Campaigns - Fixed an issue where emails with a status of "Not sent" were not properly accounted for in the campaign statistics. (PL-47347) Contacts - Fixed an issue where the user was unable to update the name of a duplicate customer. (PL-47318) Grids - Fixed an issue that may have caused grids to be slower in some scenarios. (PL-47349) Regards, Arshi Posted Jun 25 2024, 10:30 AM by Method_Arshi with no comments

• Method Updates - June 21st, 2024

  The following updates are now live for users of Method New Features / Updates Email settings - Added a new provider summary page that provides advanced detail on email delivery. (PL-47390) Fixes Actions - Fixed an issue where paste below was not working as expected. (PL-42724) Regards, Courtney Posted Jun 21 2024, 09:00 AM by Method_ Courtney with no comments

• Method Updates - June 20th, 2024

  The following updates are now live for users of Method New Features / Updates Donations - Updated the mobile grid columns to reduce crowding and show the most relevant information. (PL-36655) Fixes Recurrence Widget - Fixed an issue where customers were unable to create recurring work orders. (PL-47253) Payments - Fixed issues experienced when attempting to apply a partial payment to an invoice. (PL-46434) Regards, Hannah Posted Jun 20 2024, 09:53 AM by method_Hannah with no comments

• Method Updates - June 18th, 2024

  The following updates are now live for users of Method New Features / Updates Time Tracking - Added logic to hide and show relevant button option for QBDT. (PL-42923) Fixes Regards, Arshi Posted Jun 18 2024, 10:30 AM by Method_Arshi with no comments

• Method Updates - June 17th, 2024

  The following updates are now live for users of Method New Features / Updates Email Settings - Failure reason will now display when attempting to authenticate a domain. (PL-45308) Fixes Estimates - Added logic when a deposit is paid to sync the transaction. (PL-47277) Activites - Fixed the Save & New experience to set focus on the first field after clicking. (PL-22427) Regards, Harman Posted Jun 17 2024, 10:30 AM by Method_Harman with no comments

• Method Updates - June 13th, 2024

  The following updates are now live for users of Method New Features / Updates Domain Authentication - Admins will now receive an email notification when a new domain is successfully authenticated. (PL-46072) Fixes Proposals - Fixed an issue where the recurring payment app routine would stop running if a proposal customer becomes inactive. (PL-47195) Send Email - Fixed an issue where the stock send email screen did not input the email contents on the Activity. (PL-47238) Work Orders - Fixed issues where when choosing a contact the details were not being populated on screen . (PL-47259) Regards, Hannah Posted Jun 13 2024, 09:22 AM by method_Hannah with no comments

• Method Updates - June 11th, 2024

  The following updates are now live for users of Method New Features / Updates Activities - Added tab view on the list screen. (PL-46303) Regards, Arshi Posted Jun 10 2024, 02:45 PM by Method_Arshi with no comments

• Method Updates - June 10th, 2024

  The following updates are now live for users of Method New Features / Updates Work Orders, Field Crew - Added the ability for users to customize the SMS text messages. (PL-46843) Fixes Reports & Print Templates - Fixed an issue where the copy tool was not using the name entered by the user. (PL-39355) New / Edit Work Order | "Email" button does not merge fields from the Customer table. (PL-46836) Items - Added filter for service items to exclude AR and AP accounts. (PL-47140) Regards, Harman Posted Jun 10 2024, 08:56 AM by Method_Harman with no comments

• Method Updates - June 7th, 2024

  The following updates are now live for users of Method New Features / Updates Fixes Communication Settings - Fixed issue with status column not appearing in search on the Email Senders table. (PL-46738) Regards, Courtney Posted Jun 07 2024, 09:00 AM by Method_ Courtney with no comments

• Method Updates - June 6th, 2024

  The following updates are now live for users of Method New Features / Updates Fixes Actions - Fixed an issue where the show/hide action required a screen refresh to work as expected. (PL-46988) Payments - Fixed an issue where ReceivePayment record was not created for successful transactions . (PL-46620) Email Senders - Fixed an issue where retrieving from the Email Senders table gave an error. (PL-46408) Regards, Hannah Posted Jun 06 2024, 10:00 AM by method_Hannah with no comments

• Method Updates - June 5th, 2024

  The following updates are now live for users of Method New Features / Updates Edit Entity - Improved error message when a user is attempting to delete a customer with existing transactions on QBDT. (PL-46007) Fixes Edit Entity - Fixed an issue where allowing a customer with an active sub-customer to become inactive caused a sync conflict. (PL-43056) Opportunities - Fixed logic in reorders flow causing an error when accessing customer portal. (PL-46997) Regards, Hannah Posted Jun 05 2024, 09:00 AM by method_Hannah with no comments

• Method Updates - Jun 3rd, 2024

  The following updates are now live for users of Method New Features / Updates Fixes Sales Orders - Fixed an issue where it was possible to set a TxnDate prior to the Inventory Start Date for some of the items included on the transaction, resulting in a sync conflict. (PL-46861) Sales Orders - Fixed an issue that occurred when creating a copy of an invoiced sales order. (PL-46871) Regards, Arshi Posted Jun 03 2024, 08:54 AM by Method_Arshi with no comments