August 2024 - Posts
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The following updates are now live for users of Method
Fixes
- Activities - Fixed an issue where activities created within the Work Orders app ribbon did not save the contact information. (PL-48532)
- Estimates - Fixed an issue where a deposit Sales Receipt would references the estimate RecordID rather than the RefNumber. (PL-48411)
- Invoices - Fix an issue where logic was blocking a single day date range from generating a report. (PL-48499)
Regards,
Courtney
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The following updates are now live for users of Method
Fixes
- Invoices - Fixed an issue where logic was blocking a single day date range from generating a report. (PL-48499)
Regards,
Hannah
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The following updates are now live for users of Method
Fixes
- Send Transaction Emails/SMS - Fixed an issue where the generated activity was not linked to the transaction. (PL-48481)
Regards,
Nicolas
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The following updates are now live for users of Method
Fixes
- Charts - Fixed an issue with filtering drill downs that caused grid to disappear. (PL-48117)
- Charts - Fixed an issue with icons not displaying in drill downs. (PL-45378)
- Grids - Fixed an issue with grids sizing on smaller screens. (PL-48271)
- Sync - Fixed an issue where the customer was not able to connect to QuickBooks. (PL-48029)
Regards,
Arshi
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The following updates are now live for users of Method
New Features / Updates
- Grids - Advanced Search and Simple search now work together. (PL-46391)
Fixes
- Grids - Fixed an issue where the top headers overflow when grids in a small section. (PL-48165)
- Grids - Fixed issue where fixed width was not being respected. (PL-46485)
Regards,
Courtney
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The following updates are now live for users of Method
New Features / Updates
- Terms - Added the synced default to the Terms field on Sales Orders, Invoices and the Time Tracking app routine. (PL-48373)
Regards,
Nicolas
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The following updates are now live for users of Method
Fixes
- Send Transaction Email/SMS - Fixed an issue where the ReceivePaymentRecordID was not referenced correctly. (PL-48369)
- Signature Widget - Fixed an issue where radio button selections were not remaining after signature capture. (PL-47464)
- Email - Fixed an issue where emails sent via Microsoft OAuth were not appearing in the Outlook Sent Folder. (PL-48394)
Regards,
Arshi
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The following updates are now live for users of Method
New Features / Updates
- Terms - Added the synced default to the Terms field on Opportunities, Bills and Purchase Orders Apps. (PL-48303)
Fixes
- Email Campaigns - Fixed an issue where attachments with commas were causing errors. (PL-48318)
Regards,
Courtney
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The following updates are now live for users of Method
Fixes
- HTML Editor - Fixed an issue where converting HTML to PDF occasionally resulted in a blank first page. (PL-48230)
Regards
Hannah
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The following updates are now live for users of Method
New Features / Updates
- Transactions - Added the ability to edit emails/SMS messages and recipients before sending a transaction notification. (PL-47458)
- Estimates - Removed confirmation modal when clicking to pay a deposit. (PL-48034)
Fixes
- Work Orders - Added missing tax input field for items on mobile. (PL-48213)
- Work Orders - Fixed logic to stop users from invoicing a recurrence schedule. (PL-48128)
Regards,
Arshi
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The following updates are now live for users of Method
Fixes
- Donor Pages - Fixed an issue with the Anonymous Donation checkbox being on by default. (PL-47949)
Regards,
Courtney
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The following updates are now live for users of Method
Fixes
- Items - Added logic to filter for only specific accounting types to avoid sync conflicts. (PL-47557)
Regards,
Courtney
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The following updates are now live for users of Method
Fixes
- Transactions - Fixed sync conflict issues on new/edit estimate and sales order caused by negative rates and negative quantities on the grid. (PL-47684)
Regards,
Hannah
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