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

The following updates are now live for users of Method

Fixes

• Payments - Fixed issue where a user gets stuck if no invoices have been selected. (PL-50451)
• Actions - Fixed an issue where Add Attachment To Record ID action stops subsequent actions. (PL-50280)
• Items - Improved logic on the creation of a new category it is defaulted to active. (PL-50495)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Activities - Added ability to make bulk updates. (PL-49834)
• Work Orders - Added the ability to customize the Work Order SMS reminders. (PL-49744)

Fixes

• Send Email - Fixed an issue where contact detail changes were not reflected on the send email screen. (PL-50543)
• Multi-Tenancy - Fixed an issue where customers were unable to update/insert data from different Tenants. (PL-50487)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

Fixes

• Sync Conflicts - To update the 'Stale Object' Error to a customer friendly conflict message. (PL-50391)
• Donations - Fixed issue when retrieving the billing address when user has a middle name. (PL-49891)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• Sales Orders - Fixed an issue that caused group children items to change parent when invoicing . (PL-50486)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Cases - Added push notification for case assignment. (PL-50456)
• Contacts - Added logic so the tab remembers your last view. (PL-50373)

Fixes

• Proposals - Added logic to handle recurring payments of amount 0. (PL-50494)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Estimates - Added push notification when an estimate is approved or rejected. (PL-50312)
• Work Orders - Added a push notification when emailing an assignee. (PL-50405)
• Activities - Added push notification when activity is emailed to an assignee. (PL-50447)

Fixes

• Estimates - Added a filter for the deposit item to exclude the following types "Payment, Group, SalesTaxGroup, SalesTax". (PL-50389)
• Grids - Fixed an issue where looping through the grid would not loop through all tenants. (PL-46460)
• Map - Fixed an issue when rerouting where incorrect locations were displayed. (PL-50311)
• Sales Orders - Improved error handling when creating an invoice with an amount of 0. (PL-50452)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

Fixes

• Cases - Fixed an issue where record id is appended to the title any time View Case on the portal is loaded. (PL-49258)
• Cases - Added missing grid columns when view a case for the mobile portal experience. (PL-49257)

Regards,

Harman

The following updates are now live for users of Method

New Features / Updates

• Field validation - Improved malicious values detection. (PL-50101)

Fixes

• Contacts - Added logic to make the Work Orders tile number clickable on the portal homepage. (PL-50402)
• Terms - Removed the ability to edit Terms in order to avoid sync conflicts . (PL-50329)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

• Field validation - Improved malicious values detection. (PL-50101)
• Estimates - Added a push notification when a customer approves or rejects within the portal. (PL-50312)

Fixes

• Contacts - Added logic to make the Work Orders tile number clickable on the portal homepage. (PL-50402)
• Terms - Removed the ability to edit Terms in order to avoid sync conflicts . (PL-50329)

Regards,

Hannah

The following updates are now live for users of Method

New Features / Updates

• Work Orders - Added a customer portal experience (Partial). (PL-47985)

Fixes

• Email Campaigns - Fixed an issue where "Blocked" and "Unverified domain" emails were being counted as Delivered in the campaign analytics. (PL-50218)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• QBO - Fixed an issue where the data was not fully synced on Initial sync. (PL-50197)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Proposals - Fixed the View Accepted Agreement button to show the PDF after rejection or cancellation. (PL-50096)

Regards,

Hannah

The following updates are now live for users of Method

Fixes

• QBDT Sync - Fixed an XML parsing error for Vendor Credit table. (PL-50174)

Regards,

Nicolas