Release Notes2

Method Updates - June 19th, 2024

Method_Nicolas — Wed, 19 Jun 2024 14:17:00 GMT

The following updates are now live for users of Method

New Features / Updates

Activites - Added a tab experience on the list screen, making it easier to switch between calendar and list view. (PL-46303)

Fixes

Grids - Fixed an issue where the record count was incorrect on paging.(PL-47155)
Work Orders - Fixed a UI issue when clicking on the calendar tab on smaller screens. (PL-47319)
Estimates - Moved the Add Item button below the items grid for the mobile experience for consitency. (PL-46739)
Purchase Orders - Fixed an issue where the character limit validation rule applied to the VendorMsg field on screen was 100 despite the limit in tables & fields being 99. (PL-47341)
Email Campaigns - Fixed an issue on the View Campaign screen where one section still said "emails are sending" on campaigns that had errored. (PL-47258)

Regards,

Nicolas

Method Updates - June 4th, 2023

Method_Nicolas — Tue, 04 Jun 2024 13:07:00 GMT

The following updates are now live for users of Method

New Features / Updates

Fixes

Estimates - Fixed the logic on the mobile "Save" button incorrectly acting as a 'back' button. (PL-47032)

Regards,

Nicolas

Method Updates - May 28th, 2023

Method_Nicolas — Tue, 28 May 2024 13:07:00 GMT

The following updates are now live for users of Method

New Features / Updates

Sales Order - Added the ability to create a Work Order. (PL-46301)

Fixes

Grids - Fixed an issue where some users were unable to scroll the list of filter views. (PL-46646)
Audit Trail - Time activity creation to be recorded in the Audit trail. (PL-46956)

Regards,

Nicolas

Method Updates - May 21st, 2023

Method_Nicolas — Tue, 21 May 2024 15:33:00 GMT

The following updates are now live for users of Method

New Features / Updates

Proposals - Added functionality that will automatically retry failed auto-payments the following day. (PL-45241)
Proposals - Made improvements to the app routine by removing duplicate actions, cleaning up logic and separating functionality into new app routines. (PL-45151)
Proposals - Updated the Payment Unsuccessful description in the preferences. (PL-45006)
Proposals - Updated the Failed Payment email template to be more informative. (PL-45004)

Fixes

Email History - Fixed an issue where the delivery server was incorrect for emails sent using shared senders. (PL-46023)
Email Settings - Updated fields when setting up a custom SendGrid server to require API key only. (PL-45661)

Regards,

Nicolas

Method Updates - August 16th, 2023

method_Hannah — Wed, 16 Aug 2023 13:46:00 GMT

The following updates are now live for users of Method

New Features / Updates

Accounting Fields - Investigation/Migration for table accReceivePayment and Subtables. (PL-42285)
QBO upgrade - Updated to minor version 33 of QBO API. (PL-42211)
Sales Orders - Added ability to include deposit information on Sales Orders. (PL-41018)

Fixes

Editable Grids - Fixed an intermittent issue where clicking into a column would hide the data in adjacent columns. (PL-42192)
Calendar - Fixed an issue where changes to the Title and Description field mapping would not be saved in some scenarios. (PL-38916)
Date/Time Picker - Fixed an issue where setting a default value on a field formatted to display as "year" would not set the correct year. (PL-41888)
Tags - Fixed an issue where Conditional Statement actions were not properly evaluating tag names containing underscores. (PL-40951)
Multi-Tenancy - Fixed an issue where clicking the "Make a Copy" button on some stock screens caused an error in some scenarios. (PL-40915)
Payment Gateways - Fixed an issue where the Status for records in the CustomerPaymentInfo table were not properly updated . (PL-41232)
Emails - Fixed an issue on the View Sent Emails page where some emails were incorrectly displayed as "Deferred" instead of "Sent". (PL-40131)
Calendar - Fixed an issue where dragging events from the waitlist to the calendar's Month view would update the start time to 12:00AM. (PL-41659)
Call Web Service action - Fixed an issue where the action's validation rules were not properly being applied based on whether SOAP or REST was selected. (PL-41800)
Work Orders - Fixed an issue where work order routing would error if there were duplicate addresses at the start of the list. (PL-40989)

Regards,

Hannah

Method Updates - August 9th, 2023

method_Hannah — Wed, 09 Aug 2023 15:32:00 GMT

The following updates are now live for users of Method

New Features / Updates

Payment Gateways - Updated the help video on the payment gateways settings page to match the updated experience. (PL-42229)
Sales Order - Removed a redundant 'Add Item' button that was being displayed on mobile. (PL-42142)

Fixes

Tags - Fixed an issue where tags could not be successfully merged in some scenarios. (PL-41816)
Grids - Fixed an issue where some grids could not be exported to CSV. (PL-41504)
Editable Grids - Added the option to choose whether an integer column displays with or without a thousand separator comma. (PL-41486)
Estimates - Fixed an issue where on mobile, the Save button was also taking users back to the previous screen. (PL-40748)
Xero - Added functionality to be able to convert an Estimate into an Invoice. (PL-38771)
Estimates - Fixed an issue where the "total" caption was displaying USD instead of the chosen currency. (PL-33621)

Regards,

Hannah

Method Updates - December 4th, 2020

Method_Phil — Fri, 04 Dec 2020 18:02:00 GMT

The following updates are now live for users of Method

New Features / Updates

Automated Emails - Sender of automated emails from Method can now be set via the Email From field on Email Templates.. (PL-29606)
Transaction Notification Emails - Better handling of international and multi-currency scenarios.. (Pl-30086)
New/Edit Donation - Update Process Payment logic for Errors. (PL-30270)
Editable Grids - Improved behavior of the header checkbox.. (PL-29497)
New/Edit Payment - Display gateway response message when processing a payment. (PL-30249)
QuickBooks Desktop - New improved designs on the onboarding sync screen. (PL-30210)

Fixes

New/Edit Purchase Order - Improved handling of the Customer dropdown's default value on the line item grid.. (PL-29506)
Multi-Tenancy - Issues with inserting cross tenant records when using Display values. (PL-29921)
Multi-Tenancy - Fixed an error that some users were facing - "Sequence contains no matching element". (PL-30320)
Payments - Fixed issue where a blank customer record was created while saving payment information (QBO Payments). (PL-29669)
Cases app - Added logic to prevent error messages if the user has deleted some stock dropdown options.. (pl-26688)
Import/Export Tool - Fixed an issue with importing. (PL-30319)
Import/Export Tool - Unable to update items. Error: "This Name is already in use". (PL-30271)
Import/Export Tool - Fixed issue with using 'AssignedTo' field when importing. (PL-30325)

Regards,

Phil