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Release Notes

  • Method Updates - November 1st, 2022

    The following updates are now live for users of Method

      Fixes

      • App Ribbons - Fixed an issue where newly configured custom app ribbons would prevent the View Contact screen from loading. (PL-38552)
      • Editable Grid - Fixed an issue where the select all records option was not correctly applied to the loop through grid action. (PL-38430)
      • Method:Classic - Users setting up Gmail email settings will now need to do so from M:New based on new Gmail security settings. (PL-38517)
      • Web to Lead - Fixed an issue where forms were stuck in a loading state. (PL-38581)

      Regards,

      Mamoon

    • Method Updates - October 27th, 2022

      The following updates are now live for users of Method

      Fixes

      • Signature - Fixed an issue where "Signature - Signed Date Time" value stored the date but not the time. (PL-38106)

      Regards,

      Khamil

    • Method Updates - October 25th, 2022

      The following updates are now live for users of Method

      New Features / Updates

        Fixes

        • Attachments - Fixed an issue where files with a '~' character in the name could not be opened. (PL-38346)
        • Charts - Fixed an issue with charts that occasionally caused screens to freeze.(PL-38481)
        • Dashboard- Fixed an issue where the saved app order was not preserved when installing new apps to the account. (PL-37944)
        • Dropdowns - Fixed an issue where the last option in a dropdown menu was inaccessible on mobile. (PL-38033)
        • Invoices - Fixed an issue where Xero users could modify partially-paid invoices, resulting in a sync conflict. (PL-37531)
        • QuickBooks Desktop - Fixed issue causing eerrors on the "LinktoTxn" field. (PL-38327)
        • Tables and Fields - Fixed an issue where the linked field was not showing the correct linked table name. (PL-38411)
        • Transactions - Fixed an issue on iPad where changing the Rate for a line item would not automatically update the Amount. (PL-38084)

        Regards,

        Mamoon

      • Method Updates- October 21, 2022

        The following updates are now live for users of Method

        Fixes

        • App Ribbons - Fixed an issue where some configuration settings could lead to an error on the View Contact screen. (PL-38186)
        • Tags - Fixed an issue where the "remove tag" X icon was not appearing in some scenarios. (PL-34701)
        • Calendar - Fixed an issue where the current date/time line was disappearing. (PL-37855)
        • Mobile App - Fixed an issue on payments flow where an overlay would block users. (PL-37833)
        • QBDT - Fixed an issue where serial/lot numbers were not syncing. (PL-38324)
        • Zapier - Fixed an issue where the contact record id was null after customer creation. (PL-38176)
        • Invoice App - Fixed an issue where users got generic errors in certain scenarios with group items. (PL-38019)
        • Charts - Fixed an issue where charts were being cut off depending on height. (PL-38387)

        Regards,

        Ayushi

      • Method Updates - October 19th, 2022

        The following updates are now live for users of Method

        New Features / Updates

        • Portals - New login UI with added SSO/Sniper Link capabilities. (PL-38431)
        • Accounting Cleanup - Adding more information to generic validation error messages. (PL-38259)

        Fixes

        • EmailsSent - Fixed an issue where data from the EmailsSent table would show different statuses than what was shown on the Email system page. (PL-38232)

        Regards,

        Phil

      • Method Updates - October 18th, 2022

        The following updates are now live for users of Method

        New Features / Updates

        • Import - Remove classic access for all accounts from Method: New. (PL-38178)
        • Insights - Added a more clear empty dashboard message for non-owners. (PL-38245)
        • Work orders - Added support for the waitlist. (PL-36065)

        Fixes

        • Outlook Gadget - Fixed an issue where users could not sign in. (PL-38216)

        Regards,

        Mamoon

      • Method Updates- October 14, 2022

        The following updates are now live for users of Method

        Fixes

        • Xero - Fixed issue where Invoice balance was resetting after making payment. (PL-37690)
        • Calendar - Fixed an issue where dragging an event from the waitlist to the calendar was not respecting its duration. (PL-38339)

        Regards,

        Ayushi

      • Method Updates - October 11th, 2022

        The following updates are now live for users of Method

          Fixes

          • Calendar - Fixed an issue that caused an error when trying to refresh multiple calendars at once via actions. (PL-38267)
          • Calendar - Fixed an issue that occasionally caused calendars to not appear on a screen. (PL-37889)
          • Calendar - Fixed an issue where the calendar wasn't respecting the default view on the first-ever load. (PL-38285)
          • Import - Fixed an issue where the "Click to browse" link was not working for specific accounts. (PL-38249)
          • Mobile app - Fixed an issue where users could not load Method account on iPad. (PL-38032)
          • Proposals - Fixed an issue where customers were not getting a copy of the approved proposal. (PL-31023)
          • Xero - Fixed an issue where the "Pay selected invoice" button was not appearing consistently on portals." (PL-37476)

          Regards,

          Mamoon

        • Method Updates - October 5th, 2022

          The following updates are now live for users of Method

            Fixes

            • Gmail Sidebar - Fixed an issue where users were getting "Could not be found as possible value to insert" error when creating new activity. (PL-38175)
            • Emails - Fixed an issue preventing some trial accounts from sending emails. (PL-38165)
            • Emails - Fixed an issue preventing the Email sent history from showing all emails. (PL-38242)
            • Mobile- Fixed an issue where reorganizing app order was not functioning as expected. (PL-37263)

            Regards,

            Phil

          • Method Updates - October 4th, 2022

            The following updates are now live for users of Method

              Fixes

              • Editable Grid - Fixed an issue where additional padding was added to the right of the grid. (PL-38028)
              • Import - Fixed an issue where multi-table imports were not allowing updates in certain scenarios. (PL-38196)
              • Multi-tenancy - Fixed an issue where the Update Field in Table action allowed updating records across all tenants, regardless of tenant access. (PL-38105)
              • Xero - Fixed an issue where sync conflict toast notification showed "acc" in the message. (PL-38044)
              • Xero - Fixed an issue where estimate subtotals were not calculating correctly. (PL-38104)

              Regards,

              Mamoon

            • Method Updates- September 30, 2022

              The following updates are now live for users of Method

              Fixes

              • QBDT - Fixed an issue where null Serial number would not sync. (PL-38194)
              • Export - Fixed an issue where MT accounts exported all tenant records by default. (PL-38201)
              • Import - Fixed an issue where users could not update "isLeadOnlyStatus" to false. (PL-38045)

              Regards,

              Ayushi

            • Method Updates - September 28th, 2022

              The following updates are now live for users of Method

              New Features / Updates

              • Work orders - Removed the restrictions related to work order status for routing work orders. (PL-37984)

              Fixes

              • Google Calendar - Fixed an issue where the automatic sync was not working. (PL-38169)
              • Donations - Fixed several UI inconsistencies through the Donations app. (PL-37917)
              • Donor pages - Fixed an issue with mobile experience being cut off on mobile devices. (PL-37606)
              • Grids - Fixed an issue with search returning additional, unexpected results. (PL-38200)
              • Calendar - Fixed an issue on the mobile calendar that caused columns to grow on swiping left or right. (PL-37797)
              • Email - Fixed an issue preventing some trialers from being able to send emails. (PL-38157)

              Regards,

              Phil

            • Method Updates - September 26th, 2022

              The following updates are now live for users of Method

              New Features / Updates

              • Xero - Added ability to Sign In and Sign Up via Xero SSO . (PL-36284)

              Fixes

              • HTML Editor - Fixed an issue where the line height spacing options were not working for some records. (PL-38015)
              • Activity Status - Fixed an issue where the IsActive column was missing from the activity status list screen. (PL-37961)

              Regards,

              Michael

            • Method Updates- September 23, 2022

              The following updates are now live for users of Method

              New Features / Updates

                Fixes

                • Sales Receipts - Fixed an issue where the app ribbon was missing from the New/Edit Sales Receipt screen for QBO accounts. (PL-37738)

                Regards,

                Ayushi

              • Method Updates - September 22nd, 2022

                The following updates are now live for users of Method

                New Features / Updates

                • Calendar - Update and improve the event card styles on mobile. (PL-37785)
                • Import - Added icons and field descriptionon mapping page. (PL-36269) and (PL-36268)

                Fixes

                • Dashboard- Fixed an issue where the last screenlet gets cut off in the gallery on mobile web for Chrome, Firefox and Edge. (PL-37850)

                Regards,

                Khamil

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