October 2024 - Posts

• Method Updates - October 29th, 2024

  The following updates are now live for users of Method New Features / Updates Proposals - Updated the 'Require payment to accept' settings to include collection of a payment method for recurring auto-paid invoices. (PL-47400) Proposals - Updated the 'Send' tab of a draft proposal to populate the default customer notification email. (PL-49668) Regards, Arshi Posted Oct 29 2024, 10:30 AM by Method_Arshi with no comments

• Method Updates - Oct 28th, 2024

  The following updates are now live for users of Method New Features / Updates Grids - Fixed an issue where initial avatars are not showing up when using card columns. (PL-49039) Donations - Added a payment method status field to the recurring donations screen. (PL-49533) Invoices - Added error handling when sending SMS over 160 characters. (PL-49613) Sales Receipts - Added error handling when sending SMS over 160 characters. (PL-49606) Fixes Donor Page - Fixed an issue with the validation rules on the Accept Donations setting page. (PL-49665) Regards, Harman Posted Oct 28 2024, 09:13 AM by Method_Harman with no comments

• Method Updates - October 24th, 2024

  The following updates are now live for users of Method New Features / Updates Proposals - Improved the preview, editing and duplication experience for engagement letter templates. (PL-46704) Proposals - Updated the terms tab to include preview and editing views of the engagement letter. (PL-46709) Estimates - Added error handling when sending SMS over 160 characters. (PL-49604) Payments - Added error handling when sending SMS over 160 characters. (PL-49582) Fixes Chips - Various bug fixes related to long chip values. (PL-49141) Chips - Fixed an issue with maximum value when using between with decimal values. (PL-49148) Regards, Hannah Posted Oct 24 2024, 11:06 AM by method_Hannah with no comments

• Method Updates - October 23rd, 2024

  The following updates are now live for users of Method New Features / Updates Opportunities - Updated the Reorders feature to improve usability in method and on the customer portal. (PL-48844) Fixes Regards, Nicolas Posted Oct 23 2024, 09:23 AM by Method_Nicolas with no comments

• Method Updates - Oct 21st, 2024

  The following updates are now live for users of Method New Features / Updates Fixes Charts - Fixed an issue with the Compare As options being hidden when working with dates filters. (PL-49386) Sign-up page - Fixed an issue where the header overlapped main content. (PL-49405) Regards, Harman Posted Oct 21 2024, 11:00 AM by Method_Harman with no comments

• Method Updates - October 18th, 2024

  The following updates are now live for users of Method New Features / Updates Sales Order - Added error handling when sending SMS over 160 characters. (PL-49388) Work Orders - Added error handling when sending SMS over 160 characters. (PL-49385) Fixes Send Transaction SMS - Fixed an issue where the wrong default message was populating the Edit & Send SMS screen. (PL-49420) Work Orders - Fixed an issue where the tax code "No VAT" was not being shown for QBOG. (PL-48203) Regards, Courtney Posted Oct 18 2024, 10:00 AM by Method_ Courtney with no comments

• Method Updates - October 15th, 2024

  The following updates are now live for users of Method New Features / Updates Grids - Improved paging UI for editable grids. (PL-49061) Work Orders - Added external reminders support for recurring schedules. (PL-48351) Fixes Grids - Fixed an issue with paging for firefox. (PL-49319) Editable Grid - Fixed an issue where grid flickered when rendering a large list. (PL-49362) Donations - Fixed a problem where recurring donations were not being processed for QBOG. (PL-49400 ) Send Email - Fixed the hyperlink for the portal when previewing transaction emails. (PL-49373 ) Activites - Fixed an issue where the end date disappeared when selecting phone call incoming/outgoing as the type. (PL-49394 ) Regards, Nicolas Posted Oct 16 2024, 07:01 AM by Method_Nicolas with no comments

• Method Updates - October 11th, 2024

  The following updates are now live for users of Method Fixes Work Orders - Fixed an issue where the child items of a group item were being removed and not carried to the invoice. (PL-49296) Work Orders - Fixed an issue where work orders with the same start and end date were not appearing in print reports. (PL-49344) Regards, Courtney Posted Oct 11 2024, 10:00 AM by Method_ Courtney with no comments

• Method Updates - October 10th, 2024

  The following updates are now live for users of Method Fixes Attachments - Fixed an issue where files under 50MB limit were failing to upload. . (PL-49178) Items - Fixed an issue where items were not showing when searching with cost price ending in zero . (PL-48485) Regards, Hannah Posted Oct 10 2024, 09:57 AM by method_Hannah with no comments

• Method Updates - Oct 9th, 2024

  The following updates are now live for users of Method Fixes Payments - Fixed the "B001 - fnSetAccounting_CleanUp" error when attaching an Invoice to a payment record. (PL-49250) Regards, Nicolas Posted Oct 09 2024, 09:29 AM by Method_Nicolas with no comments

• Method Updates - Oct 7th, 2024

  The following updates are now live for users of Method New Features / Updates Chips - The cursor now focuses on the search field to remove the need for having to click on the field. (PL-48419) Sync System V4 Pages - Fixed the sentence case for all headings and titles. (PL-46631) Fixes Grids - Fixed an issue with grid sizing when used in a screenlet. (PL-49130) QBDT - Fixed buttons on the sync instructions page. (PL-44177) Mobile App - Fixed an issue where some text fields were appearing as password fields in the Work Order/Field Crew apps. (PL-45738) Bills - Fixed the "B001-fnSetAccounting_CleanUp" error when creating Bills from Purchase Orders. (PL-49261) Regards, Harman Posted Oct 07 2024, 11:00 AM by Method_Harman with no comments

• Method Updates - October 4th, 2024

  The following updates are now live for users of Method New Features / Updates Donations - Improved logic to handle inactive customers and assignees on recurring donations. (PL-49117 ) Fixes Contacts - Fixed an issue of updating the Title field while editing the contact. (PL-47622) Send Transaction Email - Fixed an issue where the estimates default email was not populating accurately. (PL-49169) Regards, Courtney Posted Oct 04 2024, 10:00 AM by Method_ Courtney with no comments

• Method Updates - October 3rd, 2024

  The following updates are now live for users of Method New Features / Updates Proposals - Updated screens to show the offer expiry date and implement new status pills. (PL-48756) Proposals - Updated the send proposal show message if settings are requiring payment but no payment gateway is set-up. (PL-49086) Fixes Grids - Fixed an issue with grid sizing when used in a screenlet. (PL-49130) Email Settings - Fixed an issue where Communication Settings incorrectly show the account is using Custom Servers. (PL-49062) Attachments Component - Fixed an issue where the file upload component is failing to upload fill with 39MB . (PL-45802) Regards, Hannah Posted Oct 03 2024, 10:24 AM by method_Hannah with no comments

• Method Updates - Oct 2nd, 2024

  The following updates are now live for users of Method New Features / Updates New/Edit Items & Payments - Updated screens to ensure inactive income accounts cannot be selected. (PL-43624) Work Orders - Added the ability send automated customer reminders. (Pl-42564) Fixes QBO - Improved the workflow when someone tries to update the inactive customer in Method. (PL-49060) Work Orders - Fixed an issue where CC and BCC were not being sent for the work order notification email. (PL-49032) Send Transaction Email - Fixed an issue where the preview would not open for a newly added contact. (pl-49070) Regards, Nicolas Posted Oct 02 2024, 01:04 PM by Method_Nicolas with no comments