Method Community

 

Release Notes

  • Method Updates - June 5th, 2025

    The following updates are now live for users of Method

    New Features / Updates

    • App builder - Support for configuration checkboxes(Dark). (PL-54282)

    Fixes

    • Calendar- Fixed issue with Work Orders vanishing after dragging to early hours. (PL-54507)
    • Grids - Fixed an issue where saving grids with formula columns was causing an error. (PL-54435)
    • Estimate - Resolved an issue where active screen recordID was not assigned to a signature after estimate accepted from customer portal. (PL-54919)

    Regards,

    John

  • Method Updates - June 4th, 2025

    The following updates are now live for users of Method

    New Features / Updates

    • QBO/Xero Sync - Added to the audit trail when disconnect (Sync) button is clicked. (PL-54341)

    Fixes

    • Sales Receipt - Resolved an error when trying to review a donation via customer portal. (PL-53475)
    • Attachments - Resolved attachments not opening on Mobile apps. (PL-54451)
    • Email Settings - Added status indicator when OAuth connection has expired. (PL-54034)

    Regards,

    Nicolas

  • Method Updates - June 3rd, 2025

    The following updates are now live for users of Method

    New Features / Updates

    • App builder - Support for configuring gallery. (PL-54550)

    Fixes

    • Grids - Fixed alignment issues for sort menu. (PL-52050)
    • Estimate - Accepted estimates now shows status as accepted in PDF. (PL-47688)

    Regards,

    Arshi

  • Method Updates - June 2nd, 2025

    The following updates are now live for users of Method

    New Features / Updates

      Fixes

      • New/Edit Payment Screen - Processing Payment Does Not Update Ref # Control. (PL-54650)

      Regards,

      Harman

    • Method Updates - May 28th, 2025

      The following updates are now live for users of Method

      New Features / Updates

      • System Pages - Updated page naming convention. (PL-54448)

      Fixes

      • Actions - Fixed an issue where the "In List" criteria did not work as expected when comparing dates as days of the week. (PL-40052)

      Regards,

      Nicolas

    • Method Updates - May 27th, 2025

      The following updates are now live for users of Method

      New Features / Updates

        Fixes

        • Chart - Added table header component/element when exporting CSV from chart drill down . (PL-54450)

        Regards,

        Arshi

      • Method Updates - May 23rd, 2025

        The following updates are now live for users of Method

        New Features / Updates

          Fixes

          • Recurrence Widget - Improved the UX when adding a Start Date in the past. (PL-20737)
          • Runtime - Resolved an issue when checking permissions in portal. (PL-53982)
          • Tags List - Resolved tags list formatting issue. (PL-54008)

          Regards,

          Courtney

        • Method Updates - May 22nd, 2025

          The following updates are now live for users of Method

          New Features / Updates

            Fixes

            • Actions - Fixed an issue where the Show/Hide Controls on Screen action did not properly show/hide Chart objects. (PL-38463)
            • Attachments - Resolved an issue where images from estimates were not transferring over to a converted sales order. (PL-38813)

            Regards,

            John

          • Method Updates - May 21st, 2025

            The following updates are now live for users of Method

            New Features / Updates

            • Recurrence Widget - Improved flow when a user sets the start date in the past. (PL-20737)

            Regards,

            Nicolas

          • Method Updates - May 20th, 2025

            The following updates are now live for users of Method

            New Features / Updates

            • Payments - Minor adjustment to show "loading" instead of "not connected" when retrieving payment gateway status. (PL-44521)
            • System pages - Fixed tooltips on mobile for subscription page. (PL-54063)

            Fixes

              Regards,

              Harman

            • Method Updates - May 15th, 2025

              The following updates are now live for users of Method

              New Features / Updates

                Fixes

                • Grid - Resolved datetime range filtering issue where EST dates were considered as EDT . (PL-53858)

                Regards,

                John

              • Method Updates - May 9th, 2025

                The following updates are now live for users of Method

                New Features / Updates

                • Calendar - Added the ability to change the resources on the calendar and the resource filter is now persistent. (PL-53692)

                  Regards,

                  Courtney

                • Method Updates - May 8th, 2025

                  The following updates are now live for users of Method

                  New Features / Updates

                  • Subscription - Added monthly discount visibility and improved screen design. (PL-53189)
                  • System Pages V4- Added Authorization code option for QBDT Sync pages. (PL-52026)

                  Fixes

                  • Runtime - Resolved an issue when updating a record within a tenant table. (PL-53774)

                  Regards,

                  John

                • Method Updates - May 6th, 2025

                  The following updates are now live for users of Method

                  Fixes

                  • Notifications - Fixed an issue on the Notifications settings page where the Save button was not immediately disabled after clicking. (PL-53632)

                  Regards,

                  Arshi

                • Method Updates - May 5th, 2025

                  The following updates are now live for users of Method

                  New Features / Updates

                    Fixes

                    • Grids - Updated issue with querying of datetime filtering in Editable Grid. (PL-53857)
                    • Tag Lists - Resolved an issue where Audit Trail shows Tags were updated via Method's IP address when invoices and estimates are created. (PL-53645)

                    Regards,

                    Harman

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