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Release Notes

  • Method Updates - September 18th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Items - Removed the IsAvailableForReorder checkbox for item types that are not applicable in the reorders flow. (PL-48810)
    • Payments - The Payment Method field is no longer required on the New/Edit Payment screen. (PL-48749)
    • Work Orders - Updated the bulk invoicing logic to pull in the default Terms set in QuickBooks Online. (PL-43304)

    Regards,

    Nicolas

  • Method Updates - September 17th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Gmail Sidebar - Added a feature for the new sign-in UI and SSO options (Intuit, Google, Apple, Microsoft) enabled. (PL-46810)

    Fixes

    • Gmail Sidebar - Fixed an issue with work orders created from the sidebar showing the wrong date and time on the calendar. (PL-48781)

    Regards,

    Arshi

  • Method Updates - September 13th, 2024

    The following updates are now live for users of Method

    Fixes

    • Sales Transactions - Fixed an issue where the Make a Copy button did not copy description-only lines to the new transaction. (PL-48706)
    • Guest Portal - Fixed an issue with overlapping text on the transaction screens. (PL-48726)

    Regards,

    Courtney

  • Method Updates - September 12, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Proposals - Added editing capabilities to the proposal notification email flow. (PL-48338)

    Fixes

    • Platform - Fixed an issue where autoscroll behaviour on iPad caused issues when accessing Method via Safari . (PL-48269)

    Regards,

    Hannah

  • Method Updates - September 11th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Outlook Gadget - Added a feature for the new sign-in UI and SSO options (Xero, Intuit, Google, Apple) enabled. (PL-46808)

    Regards,

    Nicolas

  • Method Updates - September 10th, 2024

    The following updates are now live for users of Method

    Fixes

    • Xero - Fixed a general error on the sync due to which the data was not syncing. (PL-48704)
    • Payments - Fixed an issue where the assign to field was showing inactive users. (PL-48589)
    • Payments - Fixed an issue where the screen load was triggering a payment method update creating a sync conflict. (PL-48584)

    Regards,

    Arshi

  • Method Updates - September 6th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Reports - Added the ability to create single date reports for Donations, Cases and Work Orders apps. (PL-48512)
    • Proposals - Added insights for sent proposals and the ability to set automated offer expiry dates. (PL-43477)

      Regards,

      Courtney

    • Method Updates - September 5th, 2024

      The following updates are now live for users of Method

        Fixes

        • Grids - Fixed an issue where chips filters can overflow onto the screen. (PL-48436)

        Regards,

        Phil

      • Method Updates - September 4th, 2024

        The following updates are now live for users of Method

          Fixes

          • Estimates - Fixed an issue where the Deposit Item dropdown still appeared on the Estimate Preferences screen when a user lacking the necessary permissions attempted to enable the Deposits feature. (PL-48602)
          • Send Email, Email Campaigns - Fixed an issue where the Email From Name did not get populated properly when selecting an Email From address. (PL-47034)

          Regards,

          Phil

        • Method Updates - August 30th, 2024

          The following updates are now live for users of Method

            Fixes

            • Activities - Fixed an issue where activities created within the Work Orders app ribbon did not save the contact information. (PL-48532)
            • Estimates - Fixed an issue where a deposit Sales Receipt would references the estimate RecordID rather than the RefNumber. (PL-48411)
            • Invoices - Fix an issue where logic was blocking a single day date range from generating a report. (PL-48499)

            Regards,

            Courtney

          • Method Updates - August 29th, 2024

            The following updates are now live for users of Method

            Fixes

            • Invoices - Fixed an issue where logic was blocking a single day date range from generating a report. (PL-48499)

            Regards,

            Hannah

          • Method Updates - August 28th, 2024

            The following updates are now live for users of Method

              Fixes

              • Send Transaction Emails/SMS - Fixed an issue where the generated activity was not linked to the transaction. (PL-48481)

              Regards,

              Nicolas

            • Method Updates - August 27th, 2024

              The following updates are now live for users of Method

              Fixes

              • Charts - Fixed an issue with filtering drill downs that caused grid to disappear. (PL-48117)
              • Charts - Fixed an issue with icons not displaying in drill downs. (PL-45378)
              • Grids - Fixed an issue with grids sizing on smaller screens. (PL-48271)
              • Sync - Fixed an issue where the customer was not able to connect to QuickBooks. (PL-48029)

              Regards,

              Arshi

            • Method Updates - August 23rd, 2024

              The following updates are now live for users of Method

              New Features / Updates

              • Grids - Advanced Search and Simple search now work together. (PL-46391)

              Fixes

              • Grids - Fixed an issue where the top headers overflow when grids in a small section. (PL-48165)
              • Grids - Fixed issue where fixed width was not being respected. (PL-46485)

              Regards,

              Courtney

            • Method Updates - August 21st, 2024

              The following updates are now live for users of Method

              New Features / Updates

              • Terms - Added the synced default to the Terms field on Sales Orders, Invoices and the Time Tracking app routine. (PL-48373)

                Regards,

                Nicolas

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