January 2025 - Posts

• Method Updates - January 31st, 2025

  The following updates are now live for users of Method New Features / Updates Activities - Improved the experience when viewing out-of-the-box Activity Type and Status records, for which updates are not supported. (PL-51015) Fixes Bills - Fixed a "B001 - fnSetAccounting_CleanUp" error when saving a Bill record. (PL-51634) Sync - Fixed an issue where 'AssignedTo' field was triggering a sync for QBO accounts on sales transactions. . (PL-51145) Activities - Fixed an issue where the Follow-Up Comment textbox held its previous value and was not cleared when creating a new activity. (PL-51619) Cases - Fixed an issue where out-of-the-box options for Case Origin, Priority, Type, Reason, and Status could be deleted. (PL-50047) Email - Fixed issue where disabled email senders were visible in the Email From dropdown. (PL-51754) Regards, Courtney Posted Jan 31 2025, 10:00 AM by Method_ Courtney with no comments

• Method Updates - January 30th, 2025

  The following updates are now live for users of Method New Features / Updates Convert ms-analytics to dotnet core. (PL-51113) Invoices - Added an "Unpaid Invoices" filter to the list screen, and updated "Non-Posted" to "Non-Synced" on Invoices, Estimates, Sales Receipts, Purchase Orders and Payments list screens. (PL-51184) Fixes Donations - Fixed an issue where App Routines fail intermittently. (PL-51228) Regards, John Posted Jan 30 2025, 07:47 AM by Method_John with no comments

• Method Updates - January 29th, 2025

  The following updates are now live for users of Method Fixes Reports - Fixed an issue with the Launch Builder button missing. (PL-51667) SMS - Fixed an issue where the communication history system page did not properly display the recipient phone numbers. (PL-51172) Regards, Nicolas Posted Jan 29 2025, 08:00 AM by Method_Nicolas with no comments

• Method Updates - January 27th, 2025

  The following updates are now live for users of Method New Features / Updates Grids - Fixed an issue where button orders were not showing in some scenarios. (PL-51215) HTML Editor - Improved the "Field Contains Malicious Values” validation rule to prevent more problematic values. (PL-50969) Send Email - Updated the formatting of the text informing the user when they're viewing a stock template that can't be edited; now displayed as a banner. (PL-51014) Fixes Grids - Fixed an issue where total row was showing even if no records in grid. (PL-49970) Grids - Fixed an issue with padding not being the correct size. (PL-51051) Calendar - Improvements to prevent malicious scripts and rendering. (PL-50864) Regards, Harman Posted Jan 27 2025, 11:00 AM by Method_Harman with no comments

• Method Updates - January 21st, 2025

  The following updates are now live for users of Method New Features / Updates Contacts - Improved validation and error messaging to prevent the ability to try and create a sub-customer with itself as the parent. (PL-51070) Fixes Cases - Fixed an issue where submitting a new case via the portal resulted in an error if the default 'assigned to' had been deactivated. (PL-51075) Estimates - Fixed an issue where approving an estimate was returning an error due to the push notification action. (PL-51111) Regards, Arshi Posted Jan 21 2025, 10:30 AM by Method_Arshi with no comments

• Method Updates - January 20th, 2025

  The following updates are now live for users of Method New Features / Updates Fixes Chips - Fixed an issue with using advanced chips not setting putting focus on the most recently added criteria. (PL-50360) Grids - Fixed a UI issue where hover states were missing for icon buttons. (PL-50027) Chips - Fixed a UI issue where hover states were missing. (PL-49920) Chips - Fixed an issue where users were sometimes unable to edit the start date when using a range. (PL-49787) App Routines - Fixed issue where app routines failed when original creator was made inactive. (PL-50832) Regards, Harman Posted Jan 20 2025, 11:20 AM by Method_Harman with no comments

• Method Updates - January 16th, 2025

  The following updates are now live for users of Method New Features / Updates Activities - Improved UI when making bulk updates. (PL-51072) Fixes Grids - Fixed an issue where checkboxes were unresponsive on editable grids. (PL-50799) Charts - Fixed an issue with data field on drill down grids. (PL-51059) New Contact - Fixed some padding issues around the "what type of contact would you like to add" radio button. (PL-49288) Regards, John Posted Jan 16 2025, 07:55 AM by Method_John with no comments

• Method Updates - January 14th, 2025

  The following updates are now live for users of Method New Features / Updates Proposals - Updated portal homepage tile to navigate users to their sent proposals. (PL-50759) Proposals - Added usage warning when previewing an email. (PL-50932) Fixes Bills - Fixed an issue where the exchange rate was not updating when selecting a new customer. (PL-50843) Regards, Arshi Posted Jan 14 2025, 10:30 PM by Method_Arshi with no comments

• Method Updates - January 13th, 2025

  The following updates are now live for users of Method New Features / Updates Invoices, Estimates, Sales Orders, Work Orders - Added email warning limit when previewing email. (PL-50886) Work Orders - Improved UI and copy for the preferences screen. (PL-50755) Transactions | Sales Receipts - New / Edit Sales Sales Receipt | Add Usage Warning Message Inside Confirmation Modal. (PL-50930) Fixes Branding - Fixed an issue with the main account logo overriding tenant account email templates. (PL-50965) Regards, Harman Posted Jan 13 2025, 09:00 AM by Method_Harman with no comments

• Method Updates - January 9th, 2025

  The following updates are now live for users of Method Fixes Sales Receipt, Purchase Orders - Fixed issue where exchange rate was not updating when updating customer. (PL-50844) Sales Receipt - Added option to add attachments to email. (PL-50368) Proposals - Updated url when payment gateway is empty during the Preview & Send warning. (PL-49536) Payments - Fixed the email payment confirmation to show it was sent by the user email instead of the username. (PL-49293) Regards, John Posted Jan 09 2025, 07:48 AM by Method_John with no comments

• Method Updates - January 7th, 2025

  The following updates are now live for users of Method Fixes Estimates - Improved logic so the exchange rate is updated when selecting a new customer. (PL-50808) Portal - Fixed inconsistent button placement on estimates mobile experience. (PL-50757) Portal - Improved padding between app tiles on customer home. (PL-50756) Portal - Fixed incorrectly labelled save button layout in the customer edit experience. (PL-49259) Portal - Fixed inconsistent button layout when saving a customer. (PL-49254) Payments - Fixed logic to avoid an execution error when saving payment with DepositTo AccountType and not equal to Bank. (PL-50675) Proposals - Fixed issue where currency & parentheses do not appear properly on screen. (PL-50760) Regards, Arshi Posted Jan 07 2025, 10:30 AM by Method_Arshi with no comments

• Method Updates - Jan 6th, 2025

  The following updates are now live for users of Method New Features / Updates Mobile - Improved the button design and layout on some stock Add/Edit Item screens. (pl-43134) Fixes Regards, Harman Posted Jan 06 2025, 09:21 AM by Method_Harman with no comments