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

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

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

The following updates are now live for users of Method

New Features / Updates

• Charts - Improved the UI for when charts aren't correctly setup. (PL-42510)
• Grids - Improved the UI for when no records are found in editable grids. (PL-48421)
• Chips - Fixed the sizing of chips. (PL-47149)
• Chips - Updated text searches to default to Contains instead of Is. (PL-48938)

Fixes

• Charts - Fixed an issue where the right panel would collapse in some scenarios in the designer. (PL-48473)
• Charts - Fixed issues related to the filter menu overlapping. (PL-47524)
• Chips - Fixed an issue with the advanced chips not being removed when its empty. (PL-48426)
• Email Settings - Fixed an issue where the Edit Settings button was not working. (PL-48889)
• Email Settings - Fixed an issue where the Test Again button was not working. (PL-48900)
• Communications History - Fixed an issue where emails sent from verified domains were incorrectly categorized. (PL-47203)
• Email Settings - Fixed an issue where the test button did not work after entering custom SMTP credentials . (PL-48595)
• Tables and Fields - Fixed an issue where OpportunityLine stock fields were labeled as custom instead of Method. (PL-46246)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• QBO - Fixed the issue where the order of the line items was changing after adding the Group Items. (PL-48505)
• Gmail Sidebar - Added a feature for the Xero SSO option enabled. (PL-46807)

Fixes

• Estimates - Fixed an issue where the DepositAmount field was incorrectly updating after a deposit had been collected. (PL-48782)
• Items - Fixed an issue where items were not showing when searching with cost price ending in zero. (PL-48485)
• Map - Fixed an issue where the mapping function was not generating a mapping route based on the order of the grid. (PL-47338)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Proposals - Updated the list screen with the expiry date column for relevant filters and improved the email activity comments. (PL-48729)
• Show new Invite User email template for all Users. (PL-44753)
• Xero Onboarding - Coming from verticals directly like Field Services is not giving users option to connect with Xero . (PL-48805)

Fixes

• Grids - Fixed an issue with updating drop downs using actions. (PL-48720)
• Transactions - Fixed an issue where the date on the invoice, estimate or sales order would update if the customer was updated. (PL-48836)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Items - Removed the IsAvailableForReorder checkbox for item types that are not applicable in the reorders flow. (PL-48810)
• Payments - The Payment Method field is no longer required on the New/Edit Payment screen. (PL-48749)
• Work Orders - Updated the bulk invoicing logic to pull in the default Terms set in QuickBooks Online. (PL-43304)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Gmail Sidebar - Added a feature for the new sign-in UI and SSO options (Intuit, Google, Apple, Microsoft) enabled. (PL-46810)

Fixes

• Gmail Sidebar - Fixed an issue with work orders created from the sidebar showing the wrong date and time on the calendar. (PL-48781)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• Sales Transactions - Fixed an issue where the Make a Copy button did not copy description-only lines to the new transaction. (PL-48706)
• Guest Portal - Fixed an issue with overlapping text on the transaction screens. (PL-48726)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Proposals - Added editing capabilities to the proposal notification email flow. (PL-48338)

Fixes

• Platform - Fixed an issue where autoscroll behaviour on iPad caused issues when accessing Method via Safari . (PL-48269)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Outlook Gadget - Added a feature for the new sign-in UI and SSO options (Xero, Intuit, Google, Apple) enabled. (PL-46808)

Regards,

Nicolas

The following updates are now live for users of Method

Fixes

• Xero - Fixed a general error on the sync due to which the data was not syncing. (PL-48704)
• Payments - Fixed an issue where the assign to field was showing inactive users. (PL-48589)
• Payments - Fixed an issue where the screen load was triggering a payment method update creating a sync conflict. (PL-48584)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

• Reports - Added the ability to create single date reports for Donations, Cases and Work Orders apps. (PL-48512)
• Proposals - Added insights for sent proposals and the ability to set automated offer expiry dates. (PL-43477)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Grids - Fixed an issue where chips filters can overflow onto the screen. (PL-48436)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• Estimates - Fixed an issue where the Deposit Item dropdown still appeared on the Estimate Preferences screen when a user lacking the necessary permissions attempted to enable the Deposits feature. (PL-48602)
• Send Email, Email Campaigns - Fixed an issue where the Email From Name did not get populated properly when selecting an Email From address. (PL-47034)

Regards,

Phil