The following updates are now live for users of Method

New Features / Updates

• Email - Fixed an issue where email history was removed after trial period. (PL-47019)

Fixes

• Sales Orders, Proposals - Fixed an issue where the SMS character limit was not properly validated. (PL-52899)
• Invoice - Resolved an issue where customer emails were missing on invoices created from an opportunity. (PL-52815)
• Email Settings - Fixed an issue where customers were unable to save custom server settings. (PL-52566)
• Sync System Pages for QBDT - Fixed an issue where the status shows disconnected even when connected. (PL-52660)

Regards,

John

The following updates are now live for users of Method

New Features / Updates

• Signup - Updated 'Signup with Intuit' button to attract QBO users and guide QBDT users to alternative signup methods. (PL-50739)

Fixes

• Email Settings - Fixed an issue where email signature was not saving. (PL-52680)
• Transactions - Fixed an issue where the SMS character limit was not being validated properly. (PL-52006)
• Items - Fixed an issue on the New/Edit Inventory Part screen where the "Purchase" header became hidden in some scenarios. (PL-52853)

Regards,

Nicolas

The following updates are now live for users of Method

Fixes

• Actions - Fixed an issue where actions were not processed as expected in some scenarios unless a Show Message was used. (PL-52289)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

Fixes

• Estimates - Fixed an issue where converting to invoice was not carrying over line items. (PL-52511)
• Invoices - Fixed an issue where wait for sync approval was not being respected. (PL-51871)
• Reports - Fixed an issue where date/time fields in reports were offset by an hour in some specific scenarios. (PL-48359)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• Editable Grids - Fixed an issue where validation rules were showing for the incorrect field type. (PL-52675)
• Editable grids - Fixed an issue with the hide/show not displaying correctly on mobile. (PL-52323)
• Calendar - Fixed incorrect icons for the down arrow and updated the button colors to match our branding. (PL-52077)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Contacts - Fixed an issue where the Portal Test workflow instructions on the View Contact screen were outdated and inaccurate. (PL-52325)
• Communications History - Fixed an issue where text wrapping caused the grid to get pushed off screen in some scenarios. (PL-50395)

Regards,

Nicolas

The following updates are now live for users of Method

Fixes

• Calendar - Fixed an issue where users could not search on the waitlist for the customized descriptions. (PL-52032)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

Fixes

• Sales Orders - Fixed an issue where the "Closed?" checkbox was checked by default on new sales orders for QBO and Xero users. (PL-52554)
• Sales Orders - Fixed an issue where line items were missing when converting to an invoice. (PL-52506)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• Email Campaigns - Fixed a typo in the confirmation message after sending a test email. (PL-52587)

Regards,

Michael

The following updates are now live for users of Method

New Features / Updates

• Grid builder V2 - Additional improvements and fixes (Dark). (PL-52578)

Fixes

• Contacts - Fixed an issue where the Next Activity Date field held an incorrect value in some scenarios. (PL-44807)

Regards,

John

The following updates are now live for users of Method

New Features / Updates

• Date Functions - Added more functions to return specfic dates. (PL-52330)

Fixes

• Send Transaction Email - Fixed an issue where attachments linked to the selected email template did not automatically get pulled in. (PL-52207)
• Work Orders - Fixed logic to respect the Email From field from the respective email template. (PL-52211)
• Web To Lead - Improved edit link dialogue box UI visibility . (PL-50968)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Date Functions - Added more functions to return specific dates. (PL-52330)

Fixes

• Send Transaction Email - Fixed an issue where attachments linked to the selected email template did not automatically get pulled in. (PL-52207)
• Work Orders - Fixed logic to respect the Email From field from the respective email template. (PL-52211)
• Web To Lead - Improved edit link dialogue box UI visibility . (PL-50968)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

Fixes

• Work Orders - Fixed logic to respect the from field in the email template. (PL-52211)
• Proposals - Fixed an issue where the recurring payments app routine did not properly handle currency, leading to errors. (PL-51823)
• Estimates - Fixed an issue where users with capital letters in their email address received an error when emailing an estimate. (PL-52335)
• Push Notifications- Fixed issue where notifications were not being sent to users who had updated their email. (PL-52214)

Regards,

John

The following updates are now live for users of Method

New Features / Updates

• Editable Grids - Updated Export copy to be Export to CSV. (PL-52272)

Fixes

• Sync Conflict - Fixed an issue with the multipage selection criteria. (PL-51981)

Regards,

Nicolas

The following updates are now live for users of Method

Fixes

• Sales Reps - Fixed an issue where the Name dropdown became unfiltered upon clicking Save & New. (PL-52155)
• Attachments - Fixed an issue where the Add Attachment to RecordID action caused errors in some scenarios. (PL-52054)
• Sync Conflict - Fixed an issue where the unlink to Txn option was missing on Invoice conflicts. (PL-52053)
• Payments - Fixed an issue where payments were processed successfully but a ReceivePayment record was not created. (PL-51843)

Regards,

Arshi