Method Community

 

Release Notes

  • Method Updates- October 21, 2022

    The following updates are now live for users of Method

    Fixes

    • App Ribbons - Fixed an issue where some configuration settings could lead to an error on the View Contact screen. (PL-38186)
    • Tags - Fixed an issue where the "remove tag" X icon was not appearing in some scenarios. (PL-34701)
    • Calendar - Fixed an issue where the current date/time line was disappearing. (PL-37855)
    • Mobile App - Fixed an issue on payments flow where an overlay would block users. (PL-37833)
    • QBDT - Fixed an issue where serial/lot numbers were not syncing. (PL-38324)
    • Zapier - Fixed an issue where the contact record id was null after customer creation. (PL-38176)
    • Invoice App - Fixed an issue where users got generic errors in certain scenarios with group items. (PL-38019)
    • Charts - Fixed an issue where charts were being cut off depending on height. (PL-38387)

    Regards,

    Ayushi

  • Method Updates - October 19th, 2022

    The following updates are now live for users of Method

    New Features / Updates

    • Portals - New login UI with added SSO/Sniper Link capabilities. (PL-38431)
    • Accounting Cleanup - Adding more information to generic validation error messages. (PL-38259)

    Fixes

    • EmailsSent - Fixed an issue where data from the EmailsSent table would show different statuses than what was shown on the Email system page. (PL-38232)

    Regards,

    Phil

  • Method Updates - October 18th, 2022

    The following updates are now live for users of Method

    New Features / Updates

    • Import - Remove classic access for all accounts from Method: New. (PL-38178)
    • Insights - Added a more clear empty dashboard message for non-owners. (PL-38245)
    • Work orders - Added support for the waitlist. (PL-36065)

    Fixes

    • Outlook Gadget - Fixed an issue where users could not sign in. (PL-38216)

    Regards,

    Mamoon

  • Method Updates- October 14, 2022

    The following updates are now live for users of Method

    Fixes

    • Xero - Fixed issue where Invoice balance was resetting after making payment. (PL-37690)
    • Calendar - Fixed an issue where dragging an event from the waitlist to the calendar was not respecting its duration. (PL-38339)

    Regards,

    Ayushi

  • Method Updates - October 11th, 2022

    The following updates are now live for users of Method

      Fixes

      • Calendar - Fixed an issue that caused an error when trying to refresh multiple calendars at once via actions. (PL-38267)
      • Calendar - Fixed an issue that occasionally caused calendars to not appear on a screen. (PL-37889)
      • Calendar - Fixed an issue where the calendar wasn't respecting the default view on the first-ever load. (PL-38285)
      • Import - Fixed an issue where the "Click to browse" link was not working for specific accounts. (PL-38249)
      • Mobile app - Fixed an issue where users could not load Method account on iPad. (PL-38032)
      • Proposals - Fixed an issue where customers were not getting a copy of the approved proposal. (PL-31023)
      • Xero - Fixed an issue where the "Pay selected invoice" button was not appearing consistently on portals." (PL-37476)

      Regards,

      Mamoon

    • Method Updates - October 5th, 2022

      The following updates are now live for users of Method

        Fixes

        • Gmail Sidebar - Fixed an issue where users were getting "Could not be found as possible value to insert" error when creating new activity. (PL-38175)
        • Emails - Fixed an issue preventing some trial accounts from sending emails. (PL-38165)
        • Emails - Fixed an issue preventing the Email sent history from showing all emails. (PL-38242)
        • Mobile- Fixed an issue where reorganizing app order was not functioning as expected. (PL-37263)

        Regards,

        Phil

      • Method Updates - October 4th, 2022

        The following updates are now live for users of Method

          Fixes

          • Editable Grid - Fixed an issue where additional padding was added to the right of the grid. (PL-38028)
          • Import - Fixed an issue where multi-table imports were not allowing updates in certain scenarios. (PL-38196)
          • Multi-tenancy - Fixed an issue where the Update Field in Table action allowed updating records across all tenants, regardless of tenant access. (PL-38105)
          • Xero - Fixed an issue where sync conflict toast notification showed "acc" in the message. (PL-38044)
          • Xero - Fixed an issue where estimate subtotals were not calculating correctly. (PL-38104)

          Regards,

          Mamoon

        • Method Updates- September 30, 2022

          The following updates are now live for users of Method

          Fixes

          • QBDT - Fixed an issue where null Serial number would not sync. (PL-38194)
          • Export - Fixed an issue where MT accounts exported all tenant records by default. (PL-38201)
          • Import - Fixed an issue where users could not update "isLeadOnlyStatus" to false. (PL-38045)

          Regards,

          Ayushi

        • Method Updates - September 28th, 2022

          The following updates are now live for users of Method

          New Features / Updates

          • Work orders - Removed the restrictions related to work order status for routing work orders. (PL-37984)

          Fixes

          • Google Calendar - Fixed an issue where the automatic sync was not working. (PL-38169)
          • Donations - Fixed several UI inconsistencies through the Donations app. (PL-37917)
          • Donor pages - Fixed an issue with mobile experience being cut off on mobile devices. (PL-37606)
          • Grids - Fixed an issue with search returning additional, unexpected results. (PL-38200)
          • Calendar - Fixed an issue on the mobile calendar that caused columns to grow on swiping left or right. (PL-37797)
          • Email - Fixed an issue preventing some trialers from being able to send emails. (PL-38157)

          Regards,

          Phil

        • Method Updates - September 26th, 2022

          The following updates are now live for users of Method

          New Features / Updates

          • Xero - Added ability to Sign In and Sign Up via Xero SSO . (PL-36284)

          Fixes

          • HTML Editor - Fixed an issue where the line height spacing options were not working for some records. (PL-38015)
          • Activity Status - Fixed an issue where the IsActive column was missing from the activity status list screen. (PL-37961)

          Regards,

          Michael

        • Method Updates- September 23, 2022

          The following updates are now live for users of Method

          New Features / Updates

            Fixes

            • Sales Receipts - Fixed an issue where the app ribbon was missing from the New/Edit Sales Receipt screen for QBO accounts. (PL-37738)

            Regards,

            Ayushi

          • Method Updates - September 22nd, 2022

            The following updates are now live for users of Method

            New Features / Updates

            • Calendar - Update and improve the event card styles on mobile. (PL-37785)
            • Import - Added icons and field descriptionon mapping page. (PL-36269) and (PL-36268)

            Fixes

            • Dashboard- Fixed an issue where the last screenlet gets cut off in the gallery on mobile web for Chrome, Firefox and Edge. (PL-37850)

            Regards,

            Khamil

          • Method Updates - September 20th, 2022

            The following updates are now live for users of Method

              Fixes

              • Checkbox - Fixed an issue where the checkbox font size was incorrect on mobile devices. (PL-38018)
              • Designer - Fixed an issue where some icons disappear when saving screen changes. (PL-5880)
              • Designs - Fixed an issue where navigating actions did not close the expression builder. (PL-10758)
              • Xero - Fixed an issue where the "Save" button was changing invoice amount. (PL-37533)
              • Xero - Fixed an issue where printing an estimate, sales order, or invoice would cause an error in some scenarios. (PL-38023)

              Regards,

              Mamoon

            • Method Updates - September 19th, 2022

              The following updates are now live for users of Method

              New Features / Updates

              • Work orders - Ability to open series, change statuses and create invoices directly from the calendar. (PL-37677)

              Fixes

              • Import - Fixed an issue where having duplicate column names in file was causing 500 errors. (PL-38012)

              Regards,

              Michael

            • Method Updates- September 16, 2022

              The following updates are now live for users of Method

              New Features / Updates

              • Dashboard- Added the ability for users to send beta feedback from within the platform. (PL-37946)

              Fixes

              • HTML Editor - Fixed so you can click anywhere in the input box to start typing. (PL-34544)
              • Import - Fixed an issue where string not being in the correct format was causing 500 errors. (PL-37981)

              Regards,

              Ayushi

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