Method Community

 

Release Notes

  • Method Updates - June 29th, 2023

    The following updates are now live for users of Method

    Fixes

    • Gmail Sidebar - Fixed an issue where merge fields not showing value for follow-up activities emails. (PL-40484)

    Regards,

    Courtney

  • Method Updates - June 28th, 2023

    The following updates are now live for users of Method

    Fixes

    • Work Orders - Fixed an error when routing contacts with the same address. (PL-40989)

    Regards,

    Hannah

  • Method Updates - June 22nd, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Email Campaigns - Updated the Preferences experience. (PL-40798)

    Fixes

    • Sync Conflicts -"Unlink Purchase Order" button not working for LinkToTxn Bills sync conflicts. (PL-41673)
    • Time Tracking - Fixed an issue where an error was being caused by large time tracking entries. (PL-41522)

    Regards,

    Courtney

  • Method Updates - June 20th, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Sales Orders - Updated the Preferences experience. (PL-40807)
    • Recurring Donations - App Routine update to fix payment recurrence . (PL-41633)

    Fixes

    • API - Fixed errors while generating API keys. (PL-41586)

    Regards,

    Nicolas

  • Method Updates - June 15th, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Work Orders - Updated the preference screen experience. (PL-40814)
    • Estimates - Consolidated accounting preferences into one version. (PL-41006)
    • Time Tracking - Updated preferences experience. (PL-40812)
    • Invoices- Redesign of preferences screen for a more user-friendly experience. . (PL-40297)
    • Sales Receipts - Redesign of preferences screen for a more user-friendly experience. . (PL-40296)

      Regards,

      Courtney

    • Method Updates - June 14th, 2023

      The following updates are now live for users of Method

      Fixes

      • Date/Time Picker - Fixed an issue where manually inputting a default date for a date picker caused an error. (PL-11934)
      • Date/Time Picker - Fixed an issue where the picker does not change Year when the format is set to show only year. (PL-41454)
      • Tables & Fields - Removed the ability to create "unique" field when creating custom field in a table containing data. Users can make it unique once data has been added to that field. (PL-41331)
      • Tables & Fields - Removed the ability to create "required" field when creating custom field in a table containing data. Users can make it required once data has been added to that field. (PL-38686)

      Regards,

      Hannah

    • Method Updates - June 13th, 2023

      The following updates are now live for users of Method

      New Features / Updates

      • Sync Conflicts - Added better messages for users to avoid Time Tracking conflicts. (PL-41264)

        Regards,

        Harman

      • Method Updates - June 7th, 2023

        The following updates are now live for users of Method

        New Features / Updates

        • 2FA- Added the ability to authenticate via SMS. (PL-39087)

        Regards,

        Hannah

      • Method Updates - June 6th, 2023

        The following updates are now live for users of Method

        New Features / Updates

        • Work Orders - Added logic on the Outlook Gadget to only allow users to edit a work order if they have permission to edit. (PL-27889)

          Regards,

          Nicolas

        • Method Updates - June 1st, 2023

          The following updates are now live for users of Method

          Fixes

          • Dropdowns - Fixed an issue where a scrollbar was included unnecessarily. (PL-25341)
          • Date/time picker - Fixed an issue where re-clicking a specific date was required to confirm a change in month or year. (PL-39928)

          Regards,

          Courtney

        • Method Updates - May 31st, 2023

          The following updates are now live for users of Method

          Fixes

          • Picture - Fixed an issue where the caption configuration for this object did not work. (PL-29965)
          • Xero - Fixed an issue with data not syncing between Method and Xero account. (PL-41268)

          Regards,

          Hannah

        • Method Updates - May 30th, 2023

          The following updates are now live for users of Method

            Fixes

            • Items - Fixed an issue where line sort order is changing after sync specifically for Items with category. (PL-41276)
            • Estimate App - Fixed an issue where line items are changing the line order upon sync. (PL-41220)
            • Sales Orders - Fixed an issue where Sales Order numbers were not displaying correctly. (PL-41291)

            Regards,

            Nicolas

          • Method Updates - May 25th, 2023

            The following updates are now live for users of Method

            Fixes

            • Date/Time Picker - Fixed an issue when manually editing the date would change the year in some scenarios. (PL-24510)
            • Date/Time Picker - Fixed an issue when typing a year would select Dec 31st of the year prior to the one that was typed. (PL-39712)
            • Xero - Fixed a sync issue where data was not syncing with Method. (PL-41218)

            Regards,

            Courtney

          • Method Updates - May 24th, 2023

            The following updates are now live for users of Method

            New Features / Updates

            • QBO/QBDT - Added a feature to update the quantity of a Bundle/Group item, will also update the quantity of its child items. (PL-41109)

            Regards,

            Hannah

          • Method Updates - May 23rd, 2023

            The following updates are now live for users of Method

            New Features / Updates

            • Sync Conflicts - Added an Unlink Button on the sync conflicts system page to fix Bills 'LinktoTxn' conflicts. (PL-40996)

            Fixes

            • QBO - Fixed an issue for being unable to update the purchase price on Inventory Items. (PL-41200)
            • Work Orders - Fixed an issue where a user could not create an invoice from a copied Work Order. (PL-41032)

            Regards,

            Nicolas

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