Method Community

 

Release Notes

  • Method Updates - January 16th, 2023

    The following updates are now live for users of Method:

    Fixes

    • Payments - 
Fixed an issue on the Guest - Payments screen where the CC and BCC email actions were not working. (PL-39257)

    Regards,

    Brian

  • Method Updates- January 13, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Proposals - Updated the Service tabs flow to feature the editable grid. (PL-38671)

    Fixes

    • Proposals - Fixed a navigation error when navigating from and back to the New / Edit Proposals screen. (PL-39221)

    Regards,

    Ayushi

  • Method Updates - January 12th, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Sync - Updates to Method-only fields no longer trigger a sync for QBO and QBDT accounts. (PL-37968)
    • Mobile - Eslint and Typescript. (PL-39040)

    Fixes

    • Import- Fixed an issue where update required multiple tries. (PL-38801)
    • Import - Fixed an issue where fields were not mapping automatically when updating fields into the table. (PL-38736)

    Regards,

    Khamil

  • Method Updates - January 9th, 2023

    The following updates are now live for users of Method:

    Fixes

    • Work Orders - Fixed an issue where user permissions were not checked to access the preferences screen. (PL-27186)
    • Donations - Fixed an issue where user permissions were not being checked when accessing the preferences screen. (PL-27199)

      Regards,

      Brian

    • Method Updates- January 6, 2023

      The following updates are now live for users of Method

      Updates

      • Contacts - Renamed the "Delete" button to "Make Inactive" for leads in Xero accounts. (PL-39056)

      Regards,

      Ayushi

    • Method Updates - January 5th, 2023

      The following updates are now live for users of Method

      New Features / Updates

        Fixes

        • Import tool- Fixed an issue where tags dropdown extended off the screen. (PL-39000)
        • Donor Pages - fixed an issue when donating, the sales receipt did not include the class name. (PL-39122)
        • Activities - Fixed an issue where the transaction link for Purchase Orders did not appear in the Activity Log. (PL-38758)
        • Activities - Fixed an issue where the due date field was missing when dragging to create an activity in the calendar. (PL-37216)

        Regards,

        Khamil

      • Method Updates - January 4th, 2022

        The following updates are now live for users of Method

        Fixes

        • Manage Apps - Fixed an issue where app snapshots could not be set up when a field in the base table was named as a number. (PL-38719)
        • Import tool - Fixed an issue where users were getting an error importing to a custom table. (PL-39075)

        Regards,

        Hannah

      • Method Updates - January 3rd, 2022

        The following updates are now live for users of Method:

          Fixes

          • Onboarding - Fixed an issue where the onboarding survey would relaunch if the account was already synced. (PL-39120)

          Regards,

          Mamoon

        • Method Updates- December 23, 2022

          The following updates are now live for users of Method

          Fixes

          • Report Designer - Fixed an issue where adding a 5th detail table to a report would cause an error on generation. (PL-39150)
          • Validation Rules - Fixed an issue where email addresses with underscores in the domain were incorrectly passing validation. (PL-38759)
          • Calendar - Fixed an issue where the "show settings" configuration would not be saved. (PL-37551)

          Regards,

          Ayushi

        • Method Updates - December 21st, 2022

          The following updates are now live for users of Method

          New Features / Updates

          • Email Campaigns - Added a new “Unsubscribed” tile to the analytics at the top of the View Email Campaign screen. (PL-36853)

          Fixes

          • App Routines - Fixed the formatting of date & time on the App Routine History page. (PL-39130)
          • Email Campaigns - Fixed an issue where the number of recipients on the View Email Campaign screen was higher than expected. (PL-39132)
          • Email Campaigns - Fixed an issue where email campaigns were not completing for some users. (PL-39005)
          • Email Campaigns - Fixed an issue where invalid recipients were copied over when duplicating an email campaign.(PL-38840)
          • Email Campaigns - Fixed an issue where the back button did not appear on the View Email Campaign screen. (PL-37771)

          Regards,

          Hannah

        • Method Updates - December 19th, 2022

          The following updates are now live for users of Method

          New Features / Updates

            Fixes

            • Calendar - Fixed an issue with the shadow hover when dragging a calendar event on Safari. (PL-38981)
            • Opportunities - Fixed an issue where attempting to send an email to a contact without an email address did not display an error message. (PL-38998)

            Regards,

            Michael

          • Method Updates - December 14th, 2022

            The following updates are now live for users of Method

            Fixes

            • Invoices - Duplicate line items are being added with a description "LOtrans" after the Invoice syncs to QB. (PL-39086)
            • Calendar - Fixed an issue where moving an event in the month view caused the event to increment by 15 minutes. (PL-39084)

            Regards,

            Hannah

          • Method Updates- December 9, 2022

            The following updates are now live for users of Method

            New Features / Updates

            • Opportunities - Changed the destination when clicking on New/Edit Lead Source to navigate to the Lead Source List in the Contacts app. (PL-38934)
            • Opportunities - Converted the Lead Source grid to the editable grid format. (PL-38929)
            • Opportunities - Converted the Opportunity Stage grid to the editable grid format. (PL-38928)
            • Opportunities - Converted the Opportunity Type grid to the editable grid format. (PL-38927)
            • Activities - Converted the Activity Type grid to the editable grid format. . (PL-38925)

              Regards,

              Ayushi

            • Method Updates- December 02, 2022

              The following updates are now live for users of Method

              New Features / Updates

              • Calendar - Added support to create a custom title and description for the Waitlist event card. (PL-38574)

              Fixes

              • Import - Fixed an issue where users were asked to apply tags to every record, even when importing into a table without the TagList field. (PL-37934)
              • Shell - Fixed an issue where the mobile shell and nav are randomly displayed in desktop browsers. (PL-30082)

              Regards,

              Ayushi

            • Method Updates - November 29th, 2022

              The following updates are now live for users of Method

              Fixes

              • Grids - Fixed an issue on mobile where the grid caption did not appear in the correct position on some devices. (PL-38205)
              • Sync - Fixed an issue where the 'Refetch' action was not working. (PL-38768)
              • Tags - Fixed an issue with the appearance in read-only mode.(PL-38657)
              • Calendar - Removed already added resources from the resource dropdown. (PL-38160)
              • Calendar - Fixed an issue where the calendar menu state was not saved when navigating away from the screen. 

              Regards,

              Mamoon

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