The following updates are now live for users of Method

New Features / Updates

Fixes

• Sales Orders - Fixed issues with the position and padding of the billing and shipping addresses on the portal View Sales Order screen. (PL-51148)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Activities - Improved the experience when viewing out-of-the-box Activity Type and Status records, for which updates are not supported. (PL-51015)

Fixes

• Bills - Fixed a "B001 - fnSetAccounting_CleanUp" error when saving a Bill record. (PL-51634)
• Sync - Fixed an issue where 'AssignedTo' field was triggering a sync for QBO accounts on sales transactions. . (PL-51145)
• Activities - Fixed an issue where the Follow-Up Comment textbox held its previous value and was not cleared when creating a new activity. (PL-51619)
• Cases - Fixed an issue where out-of-the-box options for Case Origin, Priority, Type, Reason, and Status could be deleted. (PL-50047)
• Email - Fixed issue where disabled email senders were visible in the Email From dropdown. (PL-51754)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Convert ms-analytics to dotnet core. (PL-51113)
• Invoices - Added an "Unpaid Invoices" filter to the list screen, and updated "Non-Posted" to "Non-Synced" on Invoices, Estimates, Sales Receipts, Purchase Orders and Payments list screens. (PL-51184)

Fixes

• Donations - Fixed an issue where App Routines fail intermittently. (PL-51228)

Regards,

John

The following updates are now live for users of Method

Fixes

• Reports - Fixed an issue with the Launch Builder button missing. (PL-51667)
• SMS - Fixed an issue where the communication history system page did not properly display the recipient phone numbers. (PL-51172)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Grids - Fixed an issue where button orders were not showing in some scenarios. (PL-51215)
• HTML Editor - Improved the "Field Contains Malicious Values” validation rule to prevent more problematic values. (PL-50969)
• Send Email - Updated the formatting of the text informing the user when they're viewing a stock template that can't be edited; now displayed as a banner. (PL-51014)

Fixes

• Grids - Fixed an issue where total row was showing even if no records in grid. (PL-49970)
• Grids - Fixed an issue with padding not being the correct size. (PL-51051)
• Calendar - Improvements to prevent malicious scripts and rendering. (PL-50864)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Contacts - Improved validation and error messaging to prevent the ability to try and create a sub-customer with itself as the parent. (PL-51070)

Fixes

• Cases - Fixed an issue where submitting a new case via the portal resulted in an error if the default 'assigned to' had been deactivated. (PL-51075)
• Estimates - Fixed an issue where approving an estimate was returning an error due to the push notification action. (PL-51111)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

Fixes

• Chips - Fixed an issue with using advanced chips not setting putting focus on the most recently added criteria. (PL-50360)
• Grids - Fixed a UI issue where hover states were missing for icon buttons. (PL-50027)
• Chips - Fixed a UI issue where hover states were missing. (PL-49920)
• Chips - Fixed an issue where users were sometimes unable to edit the start date when using a range. (PL-49787)
• App Routines - Fixed issue where app routines failed when original creator was made inactive. (PL-50832)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Activities - Improved UI when making bulk updates. (PL-51072)

Fixes

• Grids - Fixed an issue where checkboxes were unresponsive on editable grids. (PL-50799)
• Charts - Fixed an issue with data field on drill down grids. (PL-51059)
• New Contact - Fixed some padding issues around the "what type of contact would you like to add" radio button. (PL-49288)

Regards,

John

The following updates are now live for users of Method

New Features / Updates

• Proposals - Updated portal homepage tile to navigate users to their sent proposals. (PL-50759)
• Proposals - Added usage warning when previewing an email. (PL-50932)

Fixes

• Bills - Fixed an issue where the exchange rate was not updating when selecting a new customer. (PL-50843)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

• Invoices, Estimates, Sales Orders, Work Orders - Added email warning limit when previewing email. (PL-50886)
• Work Orders - Improved UI and copy for the preferences screen. (PL-50755)
• Transactions | Sales Receipts - New / Edit Sales Sales Receipt | Add Usage Warning Message Inside Confirmation Modal. (PL-50930)

Fixes

• Branding - Fixed an issue with the main account logo overriding tenant account email templates. (PL-50965)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• Sales Receipt, Purchase Orders - Fixed issue where exchange rate was not updating when updating customer. (PL-50844)
• Sales Receipt - Added option to add attachments to email. (PL-50368)
• Proposals - Updated url when payment gateway is empty during the Preview & Send warning. (PL-49536)
• Payments - Fixed the email payment confirmation to show it was sent by the user email instead of the username. (PL-49293)

Regards,

John

The following updates are now live for users of Method

Fixes

• Estimates - Improved logic so the exchange rate is updated when selecting a new customer. (PL-50808)
• Portal - Fixed inconsistent button placement on estimates mobile experience. (PL-50757)
• Portal - Improved padding between app tiles on customer home. (PL-50756)
• Portal - Fixed incorrectly labelled save button layout in the customer edit experience. (PL-49259)
• Portal - Fixed inconsistent button layout when saving a customer. (PL-49254)
• Payments - Fixed logic to avoid an execution error when saving payment with DepositTo AccountType and not equal to Bank. (PL-50675)
• Proposals - Fixed issue where currency & parentheses do not appear properly on screen. (PL-50760)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

• Mobile - Improved the button design and layout on some stock Add/Edit Item screens. (pl-43134)

Fixes

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Classes - Added validation to prevent duplicate names. (PL-50407)
• Sales Reps - Added validation to prevent duplicate names. (PL-50406)
• Contacts - Added logic to disable the editing of inactive synced customers to avoid sync conflicts. (PL-49090)

Fixes

• Work Orders - Improved error handling to account for invalid emails when sending reminders. (PL-50696)
• Cases - Fixed an issue on the mobile portal where the comments field was too small. (pl-49256)
• Chips - Fixed an issue with filtering dates not including the last day in the period. (PL-50735)
• Chips - Fixed an issue that would cause some filter combinations to freeze the grid. (PL-50533)
• Buttons - Fixed an issue where footer buttons were missing on screens. (PL-50499)
• Show Message - Fixed an issue where hitting escape on popup message disabled footer buttons. (PL-44497)
• Grids - Fixed an issue with grid columns widths not working as expected when a grid is in edit mode. (PL-50786)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

Fixes

• Subscriptions - Fixed next change date invoicing for annual subscriptions. (pl-50665)
• Chips - Fixed an issue with filtering dates using "is between" not include the last day in the period. (PL-50458)

Regards,

Hannah