Method Community

 

Release Notes

  • Method Updates - April 11th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Functional - Add edit experience to Address component. (PL-44127)
    • Functional - Implement field block actions on runtime. (PL-44691)

      Regards,

      Courtney

    • Method Updates - April 10th, 2024

      The following updates are now live for users of Method

      New Features / Updates

      • Contacts - Added handling to reject a proposal when a customer becomes inactive. (PL-45991)
      • Contacts - Added a check for active proposals when the assigned contact is being deleted. (PL-45911)

      Fixes

      • Email Campaign- Fixed an issue where campaigns were intermittently stuck on "In Progress" status. (PL-45746)
      • Contact Activity Panel - Unable to Save Attachment on New Activity Creation. (PL-44191)

      Regards,

      Hannah

    • Method Updates - April 8th, 2024

      The following updates are now live for users of Method

      New Features / Updates

      • Proposals - Added back-up recipients for emails and activities if the Assigned To or Customer Contact become inactive. (PL-45992)
      • Proposals - Added a save button for new functionality. (PL-44786)
      • Proposals - Excluded the 'Completed' status from proposals in 'Sent' status. (PL-44707)
      • Proposal - Added the ability to edit the Assigned To and Customer Contact on existing proposals. (PL-44695)
      • Proposals - Added a 'Make a Copy' button to the View Proposal screen. (PL-42723)
      • Reports - Updates to some of the stock app Reports screens to leverage the new chart drill-down functionality. (Estimates, Sales Receipts, Purchase Orders). (PL-45648)

        Regards,

        Arshi

      • Method Updates - April 5th, 2024

        The following updates are now live for users of Method

        Fixes

        • Email History - Sending an email directly to an unsubscribed contact no longer causes the email to get stuck in the email send list. (PL-45998)
        • Payments - Fixed an issue where payment records were not created for portal transactions. (PL-45859)

        Regards,

        Harman

      • Method Updates - March 27th, 2024

        The following updates are now live for users of Method

        Fixes

        • Sync - Fixed an issue where customer leads are not converting to Customers when transaction syncs. (PL-45844)
        • Payments - Fixed an issue where the payment record did not get logged correctly when paying more than one invoice on the portal in some scenarios. (PL-45858)

        Regards,

        Hannah

      • Method Updates - March 26th, 2024

        The following updates are now live for users of Method

        New Features / Updates

        • Send Email Action - Will now include the option to flag emails as Marketing and append an unsubscribe link in the header on supported email providers. (PL-45138)

        Fixes

        • Charts - Fixed an issue where saving a chart was slow. (PL-45860)

        Regards,

        Nicolas

      • Method Updates - March 25th, 2024

        The following updates are now live for users of Method

        New Features / Updates

        • Insights Dashboard - Updates to the stock screenlets featuring Charts to leverage the new drill-down functionality. (PL-45816)

        Fixes

        • QBO - Fix for the 'IsPrintItemsInGroup' field not holding the expected values at the transaction line level. (PL-45838)

        Regards,

        Arshi

      • Method Updates - March 20th, 2024

        The following updates are now live for users of Method

        Fixes

        • Purchase Orders and Bills - Updated logic on dropdowns that caused inventory items to be filtered out. (PL-45815)
        • Estimates - Updated preferences on Xero to show the approvals tab. (PL-45748)
        • Work Orders. - Fixed issue that caused work order created on the invoice app ribbon to not include the customer. (PL-45541)

        Regards,

        Hannah

      • Method Updates - March 19th, 2024

        The following updates are now live for users of Method

        New Features / Updates

        • Payments - Removed inactive proposal types from the dropdown. (PL-44716)
        • Invoices - Removed inactive proposal types from the dropdown. (PL-44715)

        Fixes

          Regards,

          Nicolas

        • Method Updates - March 15th, 2024

          The following updates are now live for users of Method

          New Features / Updates

          • Proposals Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45565)

          Fixes

          • App Updates - Fixed issues with app update performance. (PL-44909)
          • Estimates - Fixed an issue where the dates shown in the customer email incorrectly included a time instead of only showing a date. (PL-45452)
          • Xero stability - Fixed a Null reference exception on receive payment. (PL-45106)

          Regards,

          Harman

        • Method Updates - March 13th, 2024

          The following updates are now live for users of Method

          New Features / Updates

          • Cases Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45567)
          • Donation Preferences - Filtered out inapplicable options from the email template dropdowns, and updated the print template dropdowns to only show options based off the SalesReceipt table. (PL-45566)
          • Purchase Order Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45563)
          • Sales Order Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45562)
          • Payment Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45560)
          • Invoice Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45559)
          • Opportunities Preferences - Filtered out inapplicable options from the email template dropdowns, and moved some preferences under a new "Advanced Settings" section. (PL-45558)
          • Activity Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45557)
          • Estimate Preferences - Filtered out inapplicable options from the email template dropdowns, and moved some preferences under a new "Advanced Settings" section. (PL-45554)

          Fixes

          • Proposals - Fixed an issue where Category item types were available to select as proposal service items which caused sync conflicts. (PL-45590)
          • Proposals -  Removed inaccurate time from the transaction date field on the email templates. (PL-45477)

          Regards,

          Nicolas

          Nicolas

        • Method Updates - March 11th, 2024

          The following updates are now live for users of Method

          New Features / Updates

          • Email Campaigns - Converted the Email From users-based dropdown to a dropdown of permitted sender addresses, to comply with new email provider security requirements. (PL-44936)
          • New/Edit Email Template - Converted the Email From text input to a dropdown of permitted sender addresses, to comply with new email provider security requirements. (PL-44831)
          • Send Email - Converted the Email From text input to a dropdown of permitted sender addresses, to comply with new email provider security requirements. (PL-44826)

            Regards,

            Arshi

          • Method Updates - March 8th, 2024

            The following updates are now live for users of Method

            New Features / Updates

              Fixes

              • Xero Stability- Fixed an issue where creating Customer was causing an 'Unable to sync Entity' Error. (PL-45579)
              • Purchase Orders - Removed inaccurate time from the transaction date field on the email templates. (pl-45499)
              • Items - Fixed a bug where enabling the print item group was reset after refreshing the screen. (PL-45463)
              • QBO -Fixed an issue where the "ShippingAddress" table was showing up. (PL-43854)
              • Sales Orders - Removed inaccurate time from the transaction date field on the email templates. . (pl-45507)

              Regards,

              Harman

            • Method Updates - March 6th, 2024

              The following updates are now live for users of Method

              New Features / Updates

                Fixes

                • Payments - Removed the inaccurate time from the transaction date field on the email templates. (PL-45503)
                • Sales Orders - Updated logic so peer-to-peer permissions are applied on Open Sales Order view and Closed Sales Order view. (PL-45451)
                • Payments - Fixed an issue where the PaymentMethod was not always being populated on payments made via the Portal. (PL-45071)

                Regards,

                Hannah

              • Method Updates - March 1st, 2024

                The following updates are now live for users of Method

                Fixes

                • Gmail Sidebar - Fixed an issue where the users were unable to create records from the sidebar. (PL-45494)
                • QuickBooks Desktop - Fixed an ambiguous column name BillRef error on sync engine. (PL-45532)
                • Outlook Gadget - Fixed an issue where records were getting saved in main account instead of tenant. (PL-45512)
                • Sales Receipts - Fixed an issue where the TxnDate included in the email would include a time instead of only the date. (PL-45520)
                • Opportunities - Fixed an issue where line items with a total amount of 0 were not allowed to be saved. (PL-45246)
                • Opportunities - Fixed an issue where converting an opportunity to another transaction would not properly populate the Sales Tax Code. (PL-45228)

                Regards,

                Harman

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