November 2024 - Posts

• Method Updates - November 18th, 2024

  The following updates are now live for users of Method New Features / Updates Purchase orders - Added the ability to edit purchase order emails and recipients before sending. (PL-49019) Fixes Grids - Fixed an issue column sizing when searching/filtering. (PL-46421) Send Email - Fixed issue where customer payment info was not being updated when editing email details for Proposals. (PL-49996) Send Email - Fixed date formatting inconsistency when editing email details for transactions. (PL-49923) Regards, Harman Posted Nov 18 2024, 12:00 PM by Method_Harman with no comments

• Method Updates - November 15th, 2024

  The following updates are now live for users of Method New Features / Updates App Ribbons - Fixed issues with the cursors being used in the UI. (PL-49518) Donations - Added an 'Expired' status to indicate an expired payment method on a recurring donation. (pl-49745) Regards, Courtney Posted Nov 15 2024, 09:30 AM by Method_ Courtney with no comments

• Method Updates - November 14th, 2024

  The following updates are now live for users of Method Fixes Opportunities - Fixed an issue where the Reorder Rejection Email preference was not being respected. (PL-49945) Estimates - Fixed an issue where the Master Admin would be assigned the sales reps completed activity. (PL-49924) Web to lead - Fixed an issue with undesired scroll on web to lead forms. (PL-48388) Regards, Hannah Posted Nov 14 2024, 10:06 AM by method_Hannah with no comments

• Method Updates - November 13th, 2024

  The following updates are now live for users of Method New Features / Updates Onboarding - Show jobs to be done list based on vertical and install related app bundles and quick demos. (PL-49627) Work Orders - Enhanced experience when setting reminders to clarify the send date and indicate if a reminder cannot be sent or changed due to timing restrictions. (PL-49553) Work Orders - Added option in Preferences to set desired template for external email notifications. (PL-49371) Work Orders - Added a default print template. (PL-33812) Donations - Updated recurring donations to skip expired payment methods to avoid app routine failure. (pl-49902) Fixes Work Orders - Improved experience in Preferences when previewing notifications with no existing Work Orders. (PL-49233) Regards, Nicolas Posted Nov 12 2024, 12:26 PM by Method_Nicolas with no comments

• Method Updates - November 12th, 2024

  The following updates are now live for users of Method New Features / Updates Charts - Added support for drill down experience on mobile. (PL-49867) Fixes Purchase Orders - Fixed an issue to stop percentage rate items from carrying to a Purchase Orders created by an Invoice, Estimate or Sales Order. (PL-49877) Purchase Transaction - Fixed an issue where percentage rate items could be added to Bills and Purchase Orders. (PL-49123) Regards, Arshi Posted Nov 12 2024, 10:30 AM by Method_Arshi with no comments

• Method Updates - Nov 11th, 2024

  The following updates are now live for users of Method New Features / Updates Fixes Purchase Orders - Fixed an issue to stop percentage rate items from carrying to a Purchase Orders created by an Invoice, Estimate or Sales Order. (PL-49877) Purchase Transaction - Fixed an issue where percentage rate items could be added to Bills and Purchase Orders. (PL-49123) Regards, Harman Posted Nov 11 2024, 12:20 PM by Method_Harman with no comments

• Method Updates - November 7th, 2024

  The following updates are now live for users of Method New Features / Updates Donations - Updated recurring donations app routines with improved fail-safes and payment retry logic. (PL-47143) Donations - Updated recurring donation to recognize an expired payment method and notify the assign to. (PL-49313) Donations - Added an activity for failed recurring donation payments. (PL-49118) Fixes Items - Added validation for description length on non-inventory parts to avoid sync conflicts. (PL-49829) Regards, Hannah Posted Nov 07 2024, 10:53 AM by method_Hannah with no comments

• Method Updates - November 5th, 2024

  The following updates are now live for users of Method New Features / Updates Proposals - Added IncomeAccount linked field to ProposalLine table. (PL-49826) Regards, Arshi Posted Nov 05 2024, 10:30 AM by Method_Arshi with no comments