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Release Notes

  • Method Updates - July 21st, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Purchase Orders - Updated the preferences screen to a more user-friendly design. (PL-40806)

      Regards,

      Harman

    • Method Updates - July 20th, 2023

      The following updates are now live for users of Method

      New Features / Updates

      • Donations - Updated the Preferences experience. (PL-41541)

      Fixes

      • Modal - Fixed an issue where the show message, Title and Body were unaligned. (PL-41737)
      • Editable Grid - Fixed some issues with pagination on grids having more than 5 pages. (PL-40837)
      • Editable Grids - Fixed an issue with the display of the record selection checkbox on mobile. (PL-37951)

      Regards,

      Courtney

    • Method Updates - July 18th, 2023

      The following updates are now live for users of Method

      New Features / Updates

        Fixes

        • Work Orders - Fixed an error caused by deleting an invoice linked to a work order. (PL-41948)

        Regards,

        Nicolas

      • Method Updates - July 14th, 2023

        The following updates are now live for users of Method

        New Features / Updates

        • Sales Receipts - Updated advanced filter on the grid to be consistent with other transactions. (PL-41030)
        • Dashboard - New list to keep track of active proposals. (PL-40625)

        Fixes

        • Tables & Fields - Fixed an issue where making a field required was giving an error even when every record in the table wasn't NULL. (PL-39818)
        • Editable Grids - Fixed an issue when clicking the "View selected records" link on a grid based on the EmailsSent table. (PL-38036)
        • Contacts - Fixed character length validation for the Entity field Name which was causing sync conflicts. (PL-41935)
        • Contacts (Mobile) - Fixed an issue where users were unable to add dashes and parentheses to the mobile/phone fields. (PL-41308)
        • Contacts - Fixed an issue where the Shipping info was displayed in the billing info column on the Companies grid. (PL-41124)
        • Items - Fixed an issue where users were unable to add multi-line descriptions for non-inventory items. (PL-41097)
        • Proposals - Fixed an issue with line item sequences changing on proposals while they're in the draft. (PL-41851)

        Regards,

        Harman

      • Method Updates - July 13th, 2023

        The following updates are now live for users of Method

          Fixes

          • Actions - Fixed an issue where some Conditional Statement actions generated an error relating to comparing strings as date/time. (PL-38575)
          • Editable Grids - Fixed an issue where the export functionality was not working. (PL-41283)

          Regards,

          Courtney

        • Method Updates - July 12th, 2023

          The following updates are now live for users of Method

          New Features / Updates

          • New features allowing users and customers to update the auto-payment method on a proposal through the customer portal and proposals app. (PL-39323)

            Regards,

            Hannah

          • Method Updates - July 07th, 2023

            The following updates are now live for users of Method

            New Features / Updates

              Fixes

              • Fixed - Processed Payments from the portal are not recorded in Method. (PL-41815)

              Regards,

              Harman

            • Method Updates - June 30th, 2023

              The following updates are now live for users of Method

              Fixes

              • Push Notification - Fixed an issue where multi-tenant accounts were unable to send notifications to some users. (PL-41767)
              • Work Orders - Fixed an error when routing contacts with the same address. (PL-40989)

              Regards,

              Harman

            • Method Updates - June 29th, 2023

              The following updates are now live for users of Method

              Fixes

              • Gmail Sidebar - Fixed an issue where merge fields not showing value for follow-up activities emails. (PL-40484)

              Regards,

              Courtney

            • Method Updates - June 28th, 2023

              The following updates are now live for users of Method

              Fixes

              • Work Orders - Fixed an error when routing contacts with the same address. (PL-40989)

              Regards,

              Hannah

            • Method Updates - June 22nd, 2023

              The following updates are now live for users of Method

              New Features / Updates

              • Email Campaigns - Updated the Preferences experience. (PL-40798)

              Fixes

              • Sync Conflicts -"Unlink Purchase Order" button not working for LinkToTxn Bills sync conflicts. (PL-41673)
              • Time Tracking - Fixed an issue where an error was being caused by large time tracking entries. (PL-41522)

              Regards,

              Courtney

            • Method Updates - June 20th, 2023

              The following updates are now live for users of Method

              New Features / Updates

              • Sales Orders - Updated the Preferences experience. (PL-40807)
              • Recurring Donations - App Routine update to fix payment recurrence . (PL-41633)

              Fixes

              • API - Fixed errors while generating API keys. (PL-41586)

              Regards,

              Nicolas

            • Method Updates - June 15th, 2023

              The following updates are now live for users of Method

              New Features / Updates

              • Work Orders - Updated the preference screen experience. (PL-40814)
              • Estimates - Consolidated accounting preferences into one version. (PL-41006)
              • Time Tracking - Updated preferences experience. (PL-40812)
              • Invoices- Redesign of preferences screen for a more user-friendly experience. . (PL-40297)
              • Sales Receipts - Redesign of preferences screen for a more user-friendly experience. . (PL-40296)

                Regards,

                Courtney

              • Method Updates - June 14th, 2023

                The following updates are now live for users of Method

                Fixes

                • Date/Time Picker - Fixed an issue where manually inputting a default date for a date picker caused an error. (PL-11934)
                • Date/Time Picker - Fixed an issue where the picker does not change Year when the format is set to show only year. (PL-41454)
                • Tables & Fields - Removed the ability to create "unique" field when creating custom field in a table containing data. Users can make it unique once data has been added to that field. (PL-41331)
                • Tables & Fields - Removed the ability to create "required" field when creating custom field in a table containing data. Users can make it required once data has been added to that field. (PL-38686)

                Regards,

                Hannah

              • Method Updates - June 13th, 2023

                The following updates are now live for users of Method

                New Features / Updates

                • Sync Conflicts - Added better messages for users to avoid Time Tracking conflicts. (PL-41264)

                  Regards,

                  Harman

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