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

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

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

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

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

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

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

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

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

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

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

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

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

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

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