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The following updates are now live for users of Method
New Features / Updates
- SSO Integrations - Implement SSO for Zapier sign-in. (PL-46198)
- Invoices - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46120)
- Sales Orders - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46127)
Fixes
- QuickBooks Online - Fixed where Items were not available in dropdown when creating a Purchase Orders. (PL-46282)
- Contacts - Improved the error message for QBDT users that appears when attempting to delete an entity that has transactions associated to it. (PL-45985)
Regards,
Harman
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The following updates are now live for users of Method
New Features / Updates
- Proposals - Assigned a backup recipient for communications if the Assign To or the customer contact become inactive. (PL-44722)
- Proposals - Improved validation for sending the proposals payment expiring email. (PL-44714)
- Proposals - Added an activity to log automatic external email notification. (PL-44712)
- Proposals - Added a prepare for accounting action when payment is received. (PL-44708)
- Sales Orders - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46127)
- Estimates - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46108)
Fixes
- Bills - Added a copy button on the New/Edit bill screen for the mobile view. (PL-46234)
- Proposals - Fixed an issue to ensure the proposal is checking the active status of the customer before running the app routine. (PL-45081)
- Estimates - Fixed an issue where sales receipts received as a deposit on an estimate did not immediately sync to QuickBooks. (PL-46021)
- Estimates - Fixed an issue on the Estimate Acceptance and Estimate Rejection email templates where information about the customer contact was displayed instead of the internal Method user. (PL-45929)
Regards,
Courtney
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The following updates are now live for users of Method
Fixes
- Multi-Tenant - Fixed an issue where Transaction History was displaying across main and tenant Accounts. (PL-46221)
- Communications - Fixed an issue where loading the Email Details for failed emails. (PL-46032)
Regards,
Nicolas
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The following updates are now live for users of Method
Fixes
- Opportunities - Fixed an issue where the Create Invoice button was missing from Estimates when converted from an Opportunity (Xero). (PL-46223)
- Proposals - Fix for "Recurring Invoices & Payments" app routine failure in Xero accounts. (PL-46073)
Regards,
Arshi
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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