January 2023 - Posts

• Method Updates - January 31st, 2023

  The following updates are now live for users of Method New Features / Updates Items - Fixed an issue where fields were not validated with a new validation feature. . (PL-26337) Fixes Audit Trail - Fixed formatting & an issue that prevented filtering by time. . (PL-39581) Multi-tenancy - Fixed an issue for an account where the TenantID Field was an Integer instead of a Dropdown. (PL-39594) Sales Orders/Sales Receipts - Fixed an issue where the SalesTax item type didn't load the Rate into the grid properly. (PL-39628) Regards, Nicolas Posted Jan 31 2023, 08:39 AM by Method_Nicolas with no comments

• Method Updates - January 30, 2023

  The following updates are now live for users of Method: New Features / Updates Email Templates - Updated logic so stock Method email templates can no longer be edited directly without making a copy first. Gives users the ability to revert back to the original and receive updates from Method. (PL-38754) Regards, Brian Posted Jan 30 2023, 08:27 AM by Method_Brian with no comments

• Method Updates- January 27, 2023

  The following updates are now live for users of Method New Features / Updates Proposals & Donations - Updated the tab styles' height and padding on the screen. (PL-39524) Fixes Activity type - Fixed an issue with enabling "Cause reminder". (PL-39576) Multi-tenancy- Fixed an issue where user permissions weren't modifiable to access the head tenant when they were invited first to the subtenant. (PL-39376) Mapping Functions - Fixed an issue where the mapping functions action returned the wrong address in some scenarios. (PL-39513) Transactions - Fixed an issue where creating a new line item with a QTY field equal to or less than 0 resulted in an error. . (PL-39585) Transactions - Fixed an issue where leaving the Date required field blank and trying to change the Customer selected in the Customer dropdown resulted in an error. . (PL-39577) Regards, Ayushi Posted Jan 27 2023, 10:18 AM by Method_Ayushi with no comments

• Method Updates - January 24th, 2023

  The following updates are now live for users of Method New Features / Updates Work Orders, Field Crew, Activities - Added a filter on Calendar to hide canceled events. (PL-36532) Regards, Nicolas Posted Jan 24 2023, 08:27 AM by Method_Nicolas with no comments

• Method Updates - January 23, 2023

  The following updates are now live for users of Method: Fixes Payments - Fixed an issue where clicking the save button also processed the payment (Xero). (PL-39053) Regards, Brian Posted Jan 23 2023, 09:12 AM by Method_Brian with no comments

• Method Updates- January 20, 2023

  The following updates are now live for users of Method New Features / Updates Work Orders - Updated and added header for New / Edit Work Order screen. (PL-39418) Sales Transactions - Added logic to prevent invalid tax options from being applied to Subtotal tax items (QBDT). Fixes Work Orders - Fixed an issue where Field Crew notes were shown on the Work Order List screen. (PL-39503) Regards, Ayushi Posted Jan 20 2023, 09:13 AM by Method_Ayushi with no comments

• Method Updates - January 19th, 2023

  The following updates are now live for users of Method New Features / Updates Proposals - Added the total amount of a proposal to the View Proposal screen. (PL-39242) Fixes Contacts - The Fax field has moved from the Edit Contact screen to the Edit Customer/Vendor screen. (PL-39342) Regards, Khamil Posted Jan 19 2023, 09:24 AM by method_khamil with no comments

• Method Updates - January 18th, 2023

  The following updates are now live for users of Method Fixes Payments - Fixed an issue where payment portal wasn't opening in app on iPhone. (PL-39169) Regards, Hannah Posted Jan 18 2023, 09:38 AM by method_Hannah with no comments

• Method Updates - January 17th, 2023

  The following updates are now live for users of Method New Features / Updates Fixes Fixed an issue where generating a report would cause an error in some scenarios. (PL-39483) Regards, Nicolas Posted Jan 17 2023, 02:07 PM by Method_Nicolas with no comments

• Method Updates - January 16th, 2023

  The following updates are now live for users of Method: Fixes Payments - Fixed an issue on the Guest - Payments screen where the CC and BCC email actions were not working. (PL-39257) Regards, Brian Posted Jan 16 2023, 12:22 PM by Method_Brian with no comments

• Method Updates- January 13, 2023

  The following updates are now live for users of Method New Features / Updates Proposals - Updated the Service tabs flow to feature the editable grid. (PL-38671) Fixes Proposals - Fixed a navigation error when navigating from and back to the New / Edit Proposals screen. (PL-39221) Regards, Ayushi Posted Jan 13 2023, 08:55 AM by Method_Ayushi with no comments

• Method Updates - January 12th, 2023

  The following updates are now live for users of Method New Features / Updates Sync - Updates to Method-only fields no longer trigger a sync for QBO and QBDT accounts. (PL-37968) Mobile - Eslint and Typescript. (PL-39040) Fixes Import- Fixed an issue where update required multiple tries. (PL-38801) Import - Fixed an issue where fields were not mapping automatically when updating fields into the table. (PL-38736) Regards, Khamil Posted Jan 12 2023, 10:02 AM by method_khamil with no comments

• Method Updates - January 9th, 2023

  The following updates are now live for users of Method: Fixes Work Orders - Fixed an issue where user permissions were not checked to access the preferences screen. (PL-27186) Donations - Fixed an issue where user permissions were not being checked when accessing the preferences screen. (PL-27199) Regards, Brian Posted Jan 09 2023, 11:22 AM by Method_Brian with no comments

• Method Updates- January 6, 2023

  The following updates are now live for users of Method Updates Contacts - Renamed the "Delete" button to "Make Inactive" for leads in Xero accounts. (PL-39056) Regards, Ayushi Posted Jan 06 2023, 08:44 AM by Method_Ayushi with no comments

• Method Updates - January 5th, 2023

  The following updates are now live for users of Method New Features / Updates Fixes Import tool- Fixed an issue where tags dropdown extended off the screen. (PL-39000) Donor Pages - fixed an issue when donating, the sales receipt did not include the class name. (PL-39122) Activities - Fixed an issue where the transaction link for Purchase Orders did not appear in the Activity Log. (PL-38758) Activities - Fixed an issue where the due date field was missing when dragging to create an activity in the calendar. (PL-37216) Regards, Khamil Posted Jan 05 2023, 10:09 AM by method_khamil with no comments