Search results for 'email'

Method Updates - July 27th, 2026

Method_Arshi — Mon, 27 Jul 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

Email Campaigns - Fixed an issue where the mobile Actions menu showed "Archive" instead of "Unarchive" for archived campaigns. (PL-64336)
Customer Portal - Fixed an issue where the guest Work Orders portal screen showed duplicate tab headers on first visit. (PL-64263)
App Routines - Fixed an issue where the Send SMS action could fail app routines with a Service Unavailable error. (PL-49824)
Outlook Gadget - Fixed an issue where the Outlook Gadget let users without create permission add new Customers, Leads, or Vendors. (PL-64309)

Regards,

Arshi

Method Updates - July 16th, 2026

Method_John — Thu, 16 Jul 2026 13:07:00 GMT

The following updates are now live for users of Method

Enhancements

Email - Updated the policy infraction notification emails sent to customers with refreshed content. (PL-64111)

Fixes

Price Levels - Fixed an issue where not all price levels assigned to an item synced from QuickBooks Desktop. (PL-63977)
Sales Orders - Fixed an issue where lines from archived or deleted transactions still appeared in grids and reports. (PL-63943)
Refund Receipts - Fixed an issue where refund receipts didn't reflect a newly set QuickBooks Online custom field. (PL-63938)
Gallery - Fixed an issue where clicking a Gallery tile cleared the screen's active record. (PL-63946)
User Management - Fixed an issue where the MethodSupport user's role could be changed or demoted. (PL-63873)

Regards,

John

Method Updates - July 8th, 2026

Method_Phil — Wed, 08 Jul 2026 14:20:00 GMT

The following updates are now live for users of Method

Fixes

Payment Gateways - Fixed an issue where transaction history showed payments from other entities in a multi-entity account. (PL-63887)
Calendar - Fixed an issue where duplicate resource names could appear in the resource list. (PL-63976)
Email - Fixed an issue where reconnecting a Microsoft sender could disconnect other senders' accounts. (PL-63832)
Action Editor - Added a Display option for editable grid dropdown columns in condition and filter builders. (PL-63518)
Action Editor - Fixed an issue where grid columns couldn't be selected for validation, letting blank required fields save. (PL-63901)

Regards,

Phil

Method Updates - June 9th, 2026

Method_Arshi — Tue, 09 Jun 2026 15:30:00 GMT

The following updates are now live for users of Method

Enhancements

Email Campaigns - Improved the List screen by converting it to an editable grid and updating button styling. (PL-62757)
Web To Lead - Improved the List screen by converting it to an editable grid and updating button styling. (PL-62754)

Fixes

Grids
- Fixed an issue where the "View selected records" toggle in editable grids did nothing and could blank out the grid after repeated clicks. (PL-63023)
- Fixed an issue where searching transactions by reference number returned no results in the mobile app. (PL-62918)
Multi-Select - Fixed an issue where on-change, focus, and lose-focus events did not fire on multi-select dropdowns. (PL-63026)
Portal sign-in - Fixed an issue where some end customers hit a 401 error and could not load the customer portal. (PL-62838)
Proposals - Fixed an issue where recurring proposal invoices due on the last day of a contract were skipped because the date check compared time instead of date. (PL-63040)
Purchase Orders - Fixed an issue where copying a closed Purchase Order created the new order in a Closed status instead of Open. (PL-59851)

Regards,

Arshi

Method Updates - April 28th, 2026

Method_Arshi — Tue, 28 Apr 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

Tables & Fields - FIxed a bug with creating dropdowns from a new table. (NCNG-1060)
Grids - Fixed an issue where you were able to set a negative value for "Rows on Add". (NCNG-797)
Purchase Orders - Fixed typo in preference screen where "Customer" was shown instead of "Vendor". (PL-54031)
Sales Orders - Fixed an issue where sales order emails open blank when no email notification template is selected (PL-60996)

Regards,

Arshi

Method Updates - April 7th, 2026

Method_Arshi — Tue, 07 Apr 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

Recurrence Widget - Fixed an issue where an extra occurrence was being generate inside a work order (PL-61296)
Recurrence Widget - Fixed an issue of incorrect dates inside recurrence widget (PL-61358)
Multi-Select - Fixed an issue where multi-select was no longer selectable within the calendar resource selection. (PL-61719)
Multi-Select - Fixed an issue where multi-select component view showing inside screen designer properties panel (PL-61718)
Donations - Fixed an issue in the recurring donations logic causing some recurring donations to be processed twice due to the Daylight Savings time change. (PL-61606)
Opportunities - Fixed an issue where some stock Lead Source options could be deleted, causing errors in the Reorder workflows. (PL-61662)
Send Email - Fixed an issue where Xero users experienced a "No matching records found" error when sending an email. (PL-61722)

Regards,

Arshi

Method Updates - March 31st, 2026

Method_Arshi — Tue, 31 Mar 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

App Ribbons - Fixed an issue where New/Edit Activity screen inside an app ribbon did not refresh after sending email (PL-60685)
Grids - Fixed an issue where duplicate records are created from modal save after entering information inside a grid in a modal (PL-61206)
Items - Fixed an issue where QBO bundle items were not accessible (PL-61654)
App Ribbons - Fixed an issue where activity opened from app ribbon disappears when window is resized (PL-61675)
Modal - Fixed an issue where save/refresh triggers were failing prior to modal launch (PL-61632)
Refund Receipts - Fixed 500 errors for the Desc field on item tables. (PL-61790)
Sync widget - To remove the resize handle from Screen Designer (PL-61741)
Actions - Fixed an issue where the Process Payment - Set Up action produced an error (PL-60025)

Regards,

Arshi

Method Updates - March 20th, 2026

Method_ Courtney — Fri, 20 Mar 2026 15:53:00 GMT

The following updates are now live for users of Method

Fixes

Sync - Fixed the issue with Sales receipt conflicts "You cannot set the the rate for the given sales tax item line, use the amount field instead". (PL-61420)
Date/Time Picker - Fixed an issue where it was difficult to select a time on iOS devices. (PL-59905)
Email - Fixed an issue where the Retry button appeared on the Email History page for bounced emails, despite the fact they cannot be resent. (PL-60969)
Multi-entity - Fixed an issue where records continued sharing across tenants after access was removed. (PL-61735)

Regards,

Courtney

Method Updates - March 17th, 2026

Method_Arshi — Tue, 17 Mar 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

App Marketplace - Fixed an issue where app permissions are not updating in a timely manner. (GROW-143)
Donations - Fixed an issue where the recurring donation app routine would error out if the donor did not have an email address in the system. (PL-61585)
Customers & Leads - Fixed an issue where contacts created via the quick-add modal displayed an incorrect icon in the profile picture column. (PL-61215)
User Management - Fixed an issue where the app was incorrectly labeled "Customers & Leads" instead of "Contacts" for some users (should match the app name on the app dashboard). (PL-61076)
App Routine - Fixed an issue where the Loop Through List action was unavailable for use in app routines. (PL-58709)

Regards,

Arshi

Method Updates - March 13th, 2026

Method_ Courtney — Fri, 13 Mar 2026 14:21:00 GMT

The following updates are now live for users of Method

Fixes

Regards,

Courtney