Method Community

 

Release Notes

  • 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

  • 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

    • 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

    • 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

    • 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

    • 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

      • 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

      • 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

        • Method Updates - January 4th, 2022

          The following updates are now live for users of Method

          Fixes

          • Manage Apps - Fixed an issue where app snapshots could not be set up when a field in the base table was named as a number. (PL-38719)
          • Import tool - Fixed an issue where users were getting an error importing to a custom table. (PL-39075)

          Regards,

          Hannah

        • Method Updates - January 3rd, 2022

          The following updates are now live for users of Method:

            Fixes

            • Onboarding - Fixed an issue where the onboarding survey would relaunch if the account was already synced. (PL-39120)

            Regards,

            Mamoon

          • Method Updates- December 23, 2022

            The following updates are now live for users of Method

            Fixes

            • Report Designer - Fixed an issue where adding a 5th detail table to a report would cause an error on generation. (PL-39150)
            • Validation Rules - Fixed an issue where email addresses with underscores in the domain were incorrectly passing validation. (PL-38759)
            • Calendar - Fixed an issue where the "show settings" configuration would not be saved. (PL-37551)

            Regards,

            Ayushi

          • Method Updates - December 21st, 2022

            The following updates are now live for users of Method

            New Features / Updates

            • Email Campaigns - Added a new “Unsubscribed” tile to the analytics at the top of the View Email Campaign screen. (PL-36853)

            Fixes

            • App Routines - Fixed the formatting of date & time on the App Routine History page. (PL-39130)
            • Email Campaigns - Fixed an issue where the number of recipients on the View Email Campaign screen was higher than expected. (PL-39132)
            • Email Campaigns - Fixed an issue where email campaigns were not completing for some users. (PL-39005)
            • Email Campaigns - Fixed an issue where invalid recipients were copied over when duplicating an email campaign.(PL-38840)
            • Email Campaigns - Fixed an issue where the back button did not appear on the View Email Campaign screen. (PL-37771)

            Regards,

            Hannah

          • Method Updates - December 19th, 2022

            The following updates are now live for users of Method

            New Features / Updates

              Fixes

              • Calendar - Fixed an issue with the shadow hover when dragging a calendar event on Safari. (PL-38981)
              • Opportunities - Fixed an issue where attempting to send an email to a contact without an email address did not display an error message. (PL-38998)

              Regards,

              Michael

            • Method Updates - December 14th, 2022

              The following updates are now live for users of Method

              Fixes

              • Invoices - Duplicate line items are being added with a description "LOtrans" after the Invoice syncs to QB. (PL-39086)
              • Calendar - Fixed an issue where moving an event in the month view caused the event to increment by 15 minutes. (PL-39084)

              Regards,

              Hannah

            • Method Updates- December 9, 2022

              The following updates are now live for users of Method

              New Features / Updates

              • Opportunities - Changed the destination when clicking on New/Edit Lead Source to navigate to the Lead Source List in the Contacts app. (PL-38934)
              • Opportunities - Converted the Lead Source grid to the editable grid format. (PL-38929)
              • Opportunities - Converted the Opportunity Stage grid to the editable grid format. (PL-38928)
              • Opportunities - Converted the Opportunity Type grid to the editable grid format. (PL-38927)
              • Activities - Converted the Activity Type grid to the editable grid format. . (PL-38925)

                Regards,

                Ayushi

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