The following updates are now live for users of Method

New Features / Updates

• Actions - Updated the "Call Routine" action to allow users to disable or set a custom run in background message. (PL-36013)
• Calendar - Ability to select which days of the week are visible in the calendar. (PL-36855)

Fixes

• Outlook Gadget - Fixed an issue where the "New Case" button was missing from the Case List screen. (PL-35212)
• App routines - Fixed an issue where app routines assigned to inactive users were not automatically getting reassigned to an active user. (PL-36659)
• Portals - Fixed an issue on older versions of iOS that occasionally prevented the portal to load. (PL-32221)
• Outlook Gadget - Fixed an issue where the list screen in the Gadget was not properly displaying newly created cases. (PL-36820)

Regards,

Michael

The following updates are now live for users of Method

Fixes

• Outlook Gadget - Fixed an issue where the user would receive an error message for hidden field "EmailBody" when trying to create an activity for an email with a high character count. (PL-35220)
• Payments - Fixed issue where clicking a specific invoice on a payment would cause an error message in some rare scenarios. (PL-20431)

Regards,

Phil

The following updates are now live for users of Method

New Features / Updates

• Email - Added support for connecting Gmail via OAuth instead of username and password. (PL-36784)

Fixes

• UI - Fixed issue with grey screen overlays having different transition styles. (PL-36611)

Regards,

Michael

The following updates are now live for users of Method

New Features / Updates

Fixes

• QBO - Fixed issue where real-time sync was not working for multi-tenant accounts. (PL-36757)
• Estimates - Improved the experience when trying to email an estimate to a customer for which none of the billing contacts have an email address on record. (PL-35109)
• Mobile app- New actionable banner for unstable connection (PL-36350)

Regards,

Ayushi

The following updates are now live for users of Method

New Features / Updates

• Activities, Donations, Work Orders - Added a 'Reports' link directly on the list screen of these apps for easier navigation. (PL-36662)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• App Routines - Fixed issue for Multi-tenant accounts where app routines mistakenly appeared as scheduled across all tenants. (PL-36542)
• Calendar - Fixed missing events on some devices using Safari. (PL-36685)
• Cases- Fixed an issue where the 'appear in portal' checkbox seemed to be checked after first installing the app but cases still did not appear in the portal. (PL-22625)
• Multi-tenancy - Fixed an issue where the TenantID field could not be updated. (PL-36742)
• Cases - Fixed an issue where the follow-up activity comments were not saved correctly. (PL-36558)
• Portals - Fixed an issue where the follow-up activity comments were not saved correctly. (PL-36570)

Regards,

Mamoon

The following updates are now live for users of Method

New Features / Updates

• Work Orders - Navigate directly to invoice if only one is being created from the work order list screen. (PL-36531)

Fixes

• Attachments Widget - Fixed issue where the file would get corrupted during the upload process in some rare scenarios. (PL-36571)
• Update Fields in Table - Fixed issue in multi tenant accounts when attempting to update the TenantID field to blank would update it to 0 instead. (PL-36383)
• Designer - Fixed issue where leading numbers on components were not being shown in action editor. (PL-36124)
• Designer - Fixed issue with jump to reference feature where newly added components were not working. (PL-36032)
• Calendar - Removed times from All Day Events on Month View. (PL-36602)
• Invite User - Fixed issue where attempting to invite a new user on mobile would cause a white screen. (PL-36382)
• App Ribbons - Fixed an issue where clicking a grid's settings icon in a 1/3 app ribbon panel was causing a blank white screen. (PL-36628)
• App Ribbon - Fixed an issue where app ribbon screens were not being displayed properly when viewed on mobile. (PL-36629)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• Tables and Fields - Fixed an error that would occur when trying to save data in picture and file attachment fields in the Users table. (PL-36561)

Regards,

Phil

The following updates are now live for users of Method

New Features / Updates

• Donations - Implemented the address look up component. (PL-34951)
• Work Orders - 'All time' date range filter. (PL-35860)
• Work Orders - Buttons menus add shortcuts to Save & Back and Complete & Back. (PL-35704)
• Work Orders & Field Crew - Display all line items to remove need to pagination. (PL-36528)

Fixes

• Estimate Reports - Fixed an issue where the reports weren't being filtered properly when leaving the screen and coming back to it. (PL-35782)
• Estimates - Fixes issue where a work order was created without an End Date. (PL-36429)
• Left nav - Fixed issue with spacing of "more apps" section. (PL-36557)
• New/Edit Activity - Slight improvements to the Create follow up activity section so a new follow up activity doesn't get created each time you open and click save on the original activity. (PL-29950)
• Work Orders - Fixes issue where recurrence component was still visible when clicking Save & New. (PL-36521)
• Work Orders - Improved error handling when routing work orders. (PL-35945)

Regards,

Ayushi

The following updates are now live for users of Method

New Features / Updates

• Google OAuth - Add OAuth Flow Implementation to the Sign in button. (PL-36336)

Fixes

• Calendar - Implemented minimum height to calendar component to fix issue with view selection dropdown. (PL-36300)
• New Import - Issues loading and uploading a file. (PL-36380)
• Xero - Invoice status not updating to 'PAID' after making payment. (PL-36113)
• Calendar - Fixes issue where renaming a user generated an error when reassigning an event. (PL-36349)
• Calendar is blanking out screen when "Set Active RecordID Action is used". (PL-36423)

Regards,

Khamil

The following updates are now live for users of Method

New Features / Updates

• Adds indexing to MongoDB - Import. (PL-35715)
• signin - xero user has MethodID (Seen before). (PL-36313)

Fixes

• Update action in Invoice App routine fails randomly. (PL-36332)
• Calendar - Fixes issue where actions were not able to reference the components Title and Description values. (PL-25917)
• New/Edit Opportunity screen - Fixed issue where a change to the probability field would not be saved and revert back to its previous value. (PL-36054)
• Opportunity Reports - Fixed error when exporting the Opportunity List by Assigned To report to Excel. (PL-35573)

Regards,

Ayushi

The following updates are now live for users of Method

New Features / Updates

• Calendar - A collapsible side panel reveals more interactive space when scheduling. (PL-35923)

Fixes

• Proposals - Fixes Total Amount field calculations. (PL-34800)

Regards,

Phil

The following updates are now live for users of Method

New Features / Updates

• Modify Xero Sync (to sync these two new fields). (PL-36183)
• Dashboard- Audit Trail. (PL-35580)
• Collapsible side panel. (PL-35923)

Fixes

• Xero - App(Contacts) Screen(Guest - Customer Transactions) not showing calculated balance. (PL-35852)
• Xero, New/Edit Estimate - Fields Amount Inc., Rate Inc. and Total have incorrect values on Prod. (PL-36068)
• Xero - When first creating an invoice or estimate, Rate Incl and Amt Incl are blank. (PL-36043)
• Xero - Error when creating a custom app and account corruption. (PL-36180)
• Set hidden PIN field to automcomplete="New-password". (PL-36255)
• Proposal Money Fields Not Populating with Values. (PL-34800)

Regards,

Khamil

The following updates are now live for users of Method

Fixes

• Donor Pages - Fixes issue with Processing Fee Item validation. (PL-34634)
• Work Orders - Improves error handling when routing selected work orders from a list. (PL-35421)

Regards,

Phil

The following updates are now live for users of Method

New Features / Updates

• Calendar - Fixes issues where resource selection was not maintain if multiple calendars where displayed on the same screen. (PL-36092)

Fixes

• Xero - invoice - When inserting invoice, getting 2 invoices in xero. (PL-36048)
• Xero - Items - FullName not populating for items created in Method. (PL-35934)
• Editable Grids - Fixed an issue where card columns were not properly being considered in search. (PL-35669)
• Editable Grids - Fixed an issue where card columns were not displaying properly on mobile when the show column total configuration was checked. (PL-35699)
• Not able to reset Quickbooks file name. (PL-36109)
• Calendar - Fixes issue where Day View did not display all events when compared to Week View. (PL-36095)
• Calendar - Fixes issue where events after 8pm were not visible in Day View. (PL-36150)
• Email Campaigns app - Fixed an issue where clicking on any of the campaign's recipients was not properly navigating to the View Contact screen. (PL-35931)
• Email Campaigns app - Fixed an issue where additional columns on the Select Contacts grid did not have any captions. (PL-35453)

Regards,

Ayushi