Method Community

 

Release Notes

  • Method Updates - Jan 5th, 2024

    The following updates are now live for users of Method

    New Features / Updates

      Fixes

      • Estimates - Updated logic so that when sending an email and an estimate has already been accepted, the original email is used instead of the approval email. (PL-44537)
      • Deposits - Updated the logic on preferences so Users are aware they don't have the permissions to enable/disable deposits. (PL-44099)
      • Sales Orders - Fixed an issue where the currency was not being used correctly on the email. (PL-43329)
      • Estimates - Cleaned up the comments on the preferences screen. (PL-44041)
      • Activities - Fixed an issue where links from the New/Edit Activity screen were not working on the mobile app. (PL-44169)
      • Email Activity Log - Fixed an issue where retried emails did not show the correct time. (PL-43066)
      • Call Web Service Action - Fixed an issue where the action was not returning correct results. (PL-43688)

      Regards,

      Harman

    • Method Updates - January 2nd, 2024

      The following updates are now live for users of Method

      Fixes

      • Opportunities - Fixed an issue where line items were not displayed when emailing an opportunity. (PL-44428)
      • Tables & Fields - Fixed an Items views to show the correct required fields. (PL-29880)
      • Custom Apps - Fixed an issue where edit permissions could not be set. (PL-44399)
      • Text Field - UI Improvement to make border easier to see. (PL-44402)
      • Calendar - Fixed an issue where comments were not appearing in event titles. (PL-43967)
      • Purchase Orders - Fixed an issue to allow a maximum character length of 1000 on vendor messages for QBO . (PL-44419)
      • Email Campaigns - Fixed an issue where blocked emails were showing as delivered status. (PL-44227)
      • Email Campaigns - Fixed an issue where completed campaigns were still showing in progress. (PL-44157)
      • Invoices - Fixed an issue where users were unable to calculate Shipping cost. (PL-44570)

      Regards,

      Nicolas

    • Method Updates - Dec 22nd, 2023

      The following updates are now live for users of Method

      New Features / Updates

        Fixes

        • Google Calendar - Fixed an issue where the user was not able to connect with Google Calendar. (PL-44317)
        • Deposits - Fixed an issue where default email templates were set incorrectly. (PL-44390)
        • Taglist - Fixed an issue where linked tag fields were not displaying correctly. (PL-43805)
        • Grids - Fixed an issue where users were unable to load records after changing the visible columns or views on a grid. (PL-43855)
        • Actions - Fixed an issue where date filters were not being set correctly. (PL-38979)
        • Show Message - Fixed an issue where action results were only displaying with specific formatting applied. (PL-43000)

        Regards,

        Harman

      • Method Updates - December 20th, 2023

        The following updates are now live for users of Method

        New Features / Updates

        • Items - Added the ability to disable reorder functionality for specific items. (PL-44449)

        Fixes

        • Work Orders - Added logic for customers to use the price levels when adding items. (PL-44473)
        • Charts - Fixed an issue with selecting text fields as filter criteria. (PL-44481)
        • Charts - Fixed an issue selecting a screen when drill down is enabled. (PL-44482)
        • Charts - Fixed an issue with filter criteria not appearing in some scenarios. (PL-44505)
        • Xero - Added a validation for AccountID on invoice lines. (PL-44361)

        Regards,

        Hannah

      • Method Updates - Dec 18th, 2023

        The following updates are now live for users of Method

        New Features / Updates

          Fixes

          • Opportunities - Fixed an issue where converting an Opportunity to a transaction did not update the sales pipeline.  (PL-43741)
          • Opportunities - Fixed an issue where contact information was not updating correctly. (PL-43612)
          • Gmail Sidebar - To support uploading attachments of up to 25 MB. (PL-44468)
          • Estimates- Removed unnecessary action on the portal screen. (PL-43841)
          • Deposits- Added logic to prevent the deposit amount exceeding the total estimate amount. (PL-43761)
          • Deposits- Fixed issue where the generated sales receipt was missing relevant information. (PL-43621)
          • Estimates - Fixed issue where email templates were not populating with the correct currency symbol. (PL-43327)
          • SalesTaxTotal is marked as Unique on the Purchase Order Table in Fields and Tables. (PL-43693)

          Regards,

          Harman

        • Method Updates - Dec 15th, 2023

          The following updates are now live for users of Method

          New Features / Updates

          • QuickBooks Desktop- Fixed an issue where SalesTax items were being taxed on transactions causing incorrect Tax Calculation. (PL-44273)
          • Xero Sync - Added support to sync DefaultCurrency from Xero contact to Entity CurrencyRef. (PL-44328)

          Fixes

            Regards,

            Harman

          • Method Updates - Dec 11th, 2023

            The following updates are now live for users of Method

            New Features / Updates

              Fixes

              • Proposals - Fixed an issue where the currency field was showing unnecessarily. (PL-44310)
              • Payments - Fixed an issue where payment methods did not get updated. (PL-43893)

              Regards,

              Harman

            • Method Updates - Dec 08th, 2023

              The following updates are now live for users of Method

              New Features / Updates

              • Adding More Tables and Fields Error for the Alert Systems Error. (PL-44066)
              • Work Orders and Field Crew - SMS notifications. (PL-44247)
              • QBO Sync Conflicts- Added a resolution and customer-understandable message for conflicts: TxnTaxDetail.TaxLineDetail.TaxLine.TaxRateRef. (PL-44331)
              • Charts - Added additional date filter options in the criteria builder. (PL-44312)

              Fixes

              • App Ribbons - Fixed an issue where custom app ribbons were affecting screen load. (PL-42250)
              • Actions - Fixed an issue where the change event on text input objects was not working as expected. (PL-36658)
              • Audit Trail - Updated to show logs for the CustomerPaymentInfo table. (PL-43839)
              • Map - Fixed an issue where the navigation arrow was not pointing to the correct address on mobile. (PL-41735)
              • Charts - Fixed an issue issue with toggling yes/no fields in the criteria builder. (PL-44311)

              Regards,

              Harman

            • Method Updates - December 6th, 2023

              The following updates are now live for users of Method

              New Features / Updates

              • SMS - Ability to send SMS messages. (PL-44259)

              Fixes

              • App Routines - Fixed an issue preventing app routines from publishing. (PL-43844)
              • Permissions - Fixed an issue where user permissions were not being applied correctly in Multi-Tenant accounts. (PL-43846)
              • Estimates - Fixed an issue where Approvals section was not appearing in Estimate Preferences. (PL-43591)
              • Notifications - Fixed an issue where for Activity Follow up email reminders, the Company name was not shown in the email subject line. (PL-38103)
              • Text Input Fields - Fixed an issue where the disabled state was inconsistent for different field types. (PL-43830)
              • Proposals - Fixed an issue where the required currency record was not available in the proposal to invoice flow for Xero users. (PL-44078)

              Regards,

              Hannah

            • Method Updates - December 1st, 2023

              The following updates are now live for users of Method

              New Features / Updates

                Fixes

                • Accounting/Business Logic - Fixed an issue where the Discount value is incorrect on invoices. (PL-32062)

                Regards,

                Harman

              • Method Updates - November 30th, 2023

                The following updates are now live for users of Method

                New Features / Updates

                • Guest - New Order Request | Order Request & New Order Request screen title is in the center of the screen. (PL-44028)
                • Reorders - Added the ability to disabled reordering for individual items. (PL-43993)
                • Opportunity Preferences - New Order Request - Opportunities - Populate Stage Automatically for Order Requests if No Default Set. (PL-43751)
                • New Order Request - Opportunities - Populate Stage Automatically for Order Requests if No Default Set. (PL-43750)
                • Reorders - When turning on the Reorders feature, users will no longer be required to set a default stage for new opportunities. (PL-42971)

                Fixes

                • Proposals - Fixed an issue were only 5 previous Invoices were accessible on the View Proposal invoice grid. (PL-44113)
                • Proposals - Fixed an issue where an error was stopping the proposal status from changing on Xero accounts. (PL-44091)
                • Reorders - Fixed an issue where titles were not centred on the screen. (PL-43921)
                • Reorders - Fixed an issue where price levels were not accurately reflected in order requests. (PL-43150)

                Regards,

                Courtney

              • Method Updates - November 28th, 2023

                The following updates are now live for users of Method

                New Features / Updates

                • Payments - Improved the way we handle scenarios where the Shuttle API is down or returning unexpected exceptions. (PL-43851)

                Fixes

                • Payments - Added redirect logic to navigate the user to the proper integrations/paymentgateways screen if they somehow landed on the wrong one. (PL-43973)
                • Gmail Sidebar - Fixed a sign-in issue using Gmail. (PL-44209)

                Regards,

                Nicolas

              • Method Updates - November 24th, 2023

                The following updates are now live for users of Method

                New Features / Updates

                  Fixes

                  • API - Fixed an issue where API keys were missing in the account. (PL-44085)
                  • Reports - Fixed an issue where some reports were displaying dates incorrectly after the recent time change. (PL-43966)

                  Regards,

                  Harman

                • Method Updates - November 23rd, 2023

                  The following updates are now live for users of Method

                    Fixes

                    • Text input - Fixed an issue where the keyboard was not properly appearing when clicking into some text input fields on iOS 17. (PL-44055)

                    Regards,

                    Courtney

                  • Method Updates - November 22nd, 2023

                    The following updates are now live for users of Method

                    New Features / Updates

                      Fixes

                      • Fixed an issue with action execution error on create contacts screen for new sub tenant accounts. (PL-44094)
                      • QuickBooks Desktop - Fixed an issue with transactions Rounding off by $0.01 after Sync. (PL-18201)

                      Regards,

                      Nicolas

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