Method Community

 

Release Notes

  • Method Updates - July 18th, 2022

    The following updates are now live for users of Method

    New Features / Updates

    • Export - New and improved way to export data from Method accessible via the Integrations system page. (PL-36584)

      Regards,

      Michael

    • Method Updates - July 14th, 2022

      The following updates are now live for users of Method

      New Features / Updates

        Fixes

        • Import - Fixed an issue where upload timestamp was incorrect. (PL-37297)
        • Import - Fixed an issue where QB custom fields were being filtered out of mapping screen. (PL-37232)
        • Payments - Fixed an issue where Xero accounts were throwing validation errors when trying to receive payments. (PL-37195)

        Regards,

        Khamil

      • Method Updates - July 13th, 2022

        The following updates are now live for users of Method

          Fixes

          • App Routines - Fixed an issue that prevented some screen action sets from being copied to an app routine. (PL-37112)
          • Contacts - Fixed an issue where the import button on the Contact List screen would direct users to the old import tool instead of the new tool. (PL-37108)

          Regards,

          Phil

        • Method Updates - July 12th, 2022

          The following updates are now live for users of Method

          New Features / Updates

          • Action Editor - Improved the "Jump to reference" feature to the first referenced action. (PL-36015)
          • Google Calendar - Method:New Google Calendar connection using correct server and not dependent on sign-in. (PL-37038)
          • Transaction Apps - Address lookup component added to the billing and shipping address sections of the New/Edit Estimate, Invoice, Sales Order, and Sales Receipt screens. (PL-37029)

          Fixes

          • App Ribbon - Fixed an issue where the "More" menu items could get overlapped by an HTML Editor on screen. (PL-37081)
          • Calendar - Fixed an issue where the event card was not following the display setting. (PL-37170)
          • Items - Fixed an issue with syncing items on Xero accounts. (PL-37269)
          • Manage Apps - Fixed an issue where deleting a screen was displaying an error message when you navigated back to it. (PL-37228)
          • QBO - Fixed an issue where inactive customer types in QuickBooks still show as active in Method. (PL-37226)
          • Sync engine- Fixed an issue where the sync engine was throwing an invalid column name error for ListID. (PL-36573)

          Regards,

          Mamoon

        • Method Updates - July 5th, 2022

          The following updates are now live for users of Method

          New Features / Updates

          • Multi-tenancy - Default apps are now installed when a new tenant is created. (PL-36982)
          • Import - Support cross-tenant imports and updates. (PL-36608)

          Fixes

          • Calendar - Fixed an issue with the calendar not being displayed correctly when being viewed on mobile. (PL-37200)
          • Designer - Fixed an issue where customizing a screen would produce an "Error Trace" error message. (PL-37209)
          • Signature widget - Fixed an issue where the entire screen was not being captured for screens with a lot of content/fields. (PL-35918)
          • Work orders - Fixed an issue with the reports link being the incorrect color. (PL-37033)
          • Payments - Fixed an issue where validation errors were being thrown for valid partial payments in Xero accounts. (PL-36527)

          Regards,

          Mamoon

        • Method Updates - June 29th, 2022

          The following updates are now live for users of Method

          Fixes

          • Calendar - Fixed an issue related to the menu not working when there were multiple calendars on a screen. (PL-37135)
          • Calendar - Fixed an issue where settings weren't being remembered for the calendar. (PL-37083)
          • Calendar - Fixed an issue where elements of the top header were overlapping each other. (PL-36980)
          • Import - Fixed an issue where non-admin users were able to access new import through the URL. (PL-37153)

          Regards,

          Phil

        • Method Updates - June 28th, 2022

          The following updates are now live for users of Method

          Fixes

          • Editable Grids - Fixed an issue where the screen wouldn't load if a card column had been added for which field #1 was not mapped. (PL-36771)
          • Multi-Tenancy - Fixed an issue where files added via the attachments widget were not able to be seen and shared across tenants. (PL-36940)
          • QBO Sync - Fixed an issue where duplicate customers were being created. (PL-35787)

          Regards,

          Mamoon

        • Method Updates - June 27th, 2022

          The following updates are now live for users of Method

          Fixes

          • QBO Sync - Fixed an issue where duplicate customers were being created. (PL-35787)

          Regards,

          Michael

        • Method Updates - June 23rd, 2022

          The following updates are now live for users of Method

          New Features / Updates

            Fixes

            • Signature - Fixed an issue where the buttons on the control disappear in certain scenarios on iOS. (PL-36995)
            • App Ribbons - Fixed an issue with the vertical spacing of tabs in the "More" group. (PL-37052)
            • Actions - Fixed an issue with the UI of the Call routine action. (PL-36895)
            • New Import - Fixed an issue where screen was not loading for some users. (PL-37014)
            • New Import - Fixed an issue where read only tables were available as an option for import. (PL-37016)
            • Manage Apps - Fixed an issue where clicking on the version banner was navigating users to the Dashboard instead of Manage Apps. (PL-37007)
            • Work Orders - Fixed an issue with custom work order statuses that prevents jobs from being started. (PL-36702)

            Regards,

            Khamil

          • Method Updates - June 21st, 2022

            The following updates are now live for users of Method

              Fixes

              • Multi-tenant -Fixed an issue where a new tenant account was unable to sync with QBO. (PL-37047)

              Regards,

              Mamoon

            • Method Updates- June 17, 2022

              The following updates are now live for users of Method

              New Features / Updates

              • Action Editor - Improved the color of actions highlighted using the "jump to reference" feature. (PL-35031)

              Fixes

              • Xero - Fixed an issue where customer name was being mapped to contact name. (PL-37001)
              • Editable Grid - Fixed an issue where linked fields incorrectly triggered a validation error when Saving. (PL-36876)
              • Multi-tenancy - Fixed billing system error when creating tenant through classic (M:C). (PL-36984)
              • Import - Fixed an issue where import failed on the Firefox map fields screen. (PL-37027)
              • Import - Fixed grammar issue on the "Choose data" screen. (PL-37020)
              • Import - Fixed an issue where the screen referenced an "Import" button instead of a "Next" button. (PL-37019)
              • Import - Fixed an issue where navigating to classic import was not opening in a new tab. (PL-37017)
              • Tables and Fields - Fixed an issue where exporting table failed with a 400 error. (PL-36998)
              • Activities - Fixed an issue where the Reports link on the Activity List screen was gray instead of blue. (PL-36933)

              Regards,

              Ayushi

            • Method Updates - June 16th, 2022

              The following updates are now live for users of Method

              New Features / Updates

              • Calendar - Improvements to the tile colors and the ability to set full tile color. (PL-36589)
              • Import - Launched new import experience. (PL-36928)
              • Multi-tenancy - Main tenant under the list of tenants is now redirected to user list . (PL-36731)
              • Multi-tenancy- Improved user experience for existing users given access to other tenant accounts. (PL-36773)
              • Invoices, Sales Receipts, Sales Orders, Purchase Orders - Improved experience/error message when attempting to send the transaction via email but no contacts have an email address on file. (PL-36794)

              Fixes

              • Editable Grids - Fixed an issue where the grid was not being displayed properly in 1/3 app ribbon panels. (PL-36633)
              • Editable Grids - Fixed an issue where Card Columns were incorrectly displaying RecordID fields in a date format. (PL-36513)
              • Proposals - Fixed an issue where the Pay button was hidden after a failed payment. (PL-36768)
              • Calendar - Fixed an issue where in some scenarios, the calendar would not load. (PL-36922)
              • App Routine - Fixed an issue where scheduled app routines were not getting reassigned to an active user. (PL-36659)
              • Calendar - Fixed an issue where users could not move events between resources. (PL-36986)
              • Performance - Fixed an issue where Method would get progressively slower as it was used throughout the day. (PL-36888)
              • Invite Users - Improved speed/performance when adding a new user on accounts with 40+ users
              • Email Campaigns - Fixed an issue where the Review & Send screen would show invalid numbers in the “email usage” section for accounts using their own email servers. (PL-36656)
              • Dashboard - Fixed error in reload, remove and add after new changes in GridReadOnly object. (PL-36994)
              • Outlook Gadget - General fixes and improvements to the New/Edit Case screen in the Gadget. (PL-36841)
              • Invoices - Fixed an issue where an error message was appearing for QBO Global users after emailing an invoice. (PL-37043)

              Regards,

              Khamil

            • Method Updates - June 9th, 2022

              The following updates are now live for users of Method

                Fixes

                • Editable Grids - Fixed an issue where the grid was not being displayed properly in 1/3 app ribbon panels. (PL-36633)
                • Editable Grids - Fixed an issue where Card Columns were incorrectly displaying RecordID fields in a date format. (PL-36513)
                • Proposals - Fixed an issue where the Pay button was hidden after a failed payment. (PL-36768)

                Regards,

                Khamil

              • Method Updates - June 8th, 2022

                The following updates are now live for users of Method

                Fixes

                • Google Calendar - Fixed issed where some users were getting a "no accounts found" error when trying to connect to Google calendar. (PL-36709)
                • Mobile - Fixed an issue where some objects were not displayed when used on mobile public pages. (PL-33749)

                Regards,

                Phil

              • Method Updates - June 7th, 2022

                The following updates are now live for users of Method

                  Fixes

                  • Cases - Fixed an issue where additional columns made visible on the Cases List screen did not have a column header. (PL-36843)
                  • Navigation - Fixed an issue with clicking on the app name in the header not taking the user back to the app's start screen on chrome. (PL-36886)

                  Regards,

                  Mamoon

                More Posts « Previous page - Next page »

                This Blog

                Syndication

                Archives