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• Contacts - Fixed an issue where the Portal Test workflow instructions on the View Contact screen were outdated and inaccurate.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

The following updates are now live for users of Method

New Features / Updates

Fixes

• Audit Trail - Added logging for recurring activity changes. (PL-51846)
• Work Orders - Added logic on the calendar so only people with edit permissions can make changes. (PL-52180)
• Logstash - Failed to execute app routine on account: with input values: exception: A019 - Cannot access a disposed object. Object name: 'IServiceProvider'. (PL-45409)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• Opportunities - Fixed an issue where the Item Adjustment message lacked line breaks. (pl-51934)

Regards,

Courtney

The following updates are now live for users of Method

New Features / Updates

Fixes

• Work Orders - Improved error handling for SMS reminders to avoid app routine failing. (PL-51932)
• Portal - Fixed an issue where using the Microsoft SSO option to sign into the portal did not work and produced an error. (PL-52177)

Regards,

John

The following updates are now live for users of Method

Fixes

• Contacts - Fixed an issue where the default field validation error was not cleared after having entered a value. (PL-45873)
• App Routine - Fixed an issue where the app routine schedule screen did not always show an accurate list of all scheduled routines in the account. (PL-50445)

Regards,

Nicolas

The following updates are now live for users of Method

Fixes

• Estimates - Fixed an issue where an error message was incorrectly thrown when attempting to convert an estimate featuring a subtotal line item to a sales order. (PL-51933)
• Email Campaigns - Fixed an issue where the Send Test button did not work on mobile. (PL-50378)
• App Routines - Fixed an issue where app routines which failed due to sending emails to an invalid address displayed a vague and inaccurate error message. (PL-50177)

Regards,

Courtney