Method Community

 

Release Notes

  • Method Updates - February 15th, 2022

    The following updates are now live for users of Method

      Fixes

      • Google Calendar - Default preferences are now being respected when adding from google into Method. (PL-35517)

      Regards,

      Mamoon

    • Method Updates - February 14, 2022

      The following updates are now live for users of Method

      New Features / Updates

      • Proposals - Non-service type items can now be added to proposals and engagement letters. (PL-35257)

      Fixes

      • Address Lookup - Fixes for Zip/Postal-code based searches. (PL-35518)
      • Google Calendar - Default preferences now being respected when adding from google into method. (PL-35517)
      • Proposals - Increase the character limit of field Engagement Letter field from 35K to 90K. (PL-35398)

      Regards,

      Guillermo

    • Method Updates- February 10, 2022

      The following updates are now live for users of Method

      New Features / Updates

      • Handle calls when we know they're past daily limit. (PL-35401)
      • Testing. (PL-35411)
      • implement app install + marketplace filtering, appstore filtering. (PL-35323)
      • hide sales reps, classes and terms apps for xero. (PL-35468)

      Fixes

      • Mobile App - Fix for issue where "Connection offline" message is not being cleared. (PL-35209)
      • Mobile App - Fix for issue where on occasion screens go white. (PL-35210)

      Regards,

      Khamil

    • Method Updates- February 4, 2022

      The following updates are now live for users of Method

      New Features / Updates

      • Contacts Portal - Added an address lookup component to the Customer Edit screen in the portal. (PL-34352)

      Fixes

      • Signature - Fix to Signed Date mistakenly displaying current date. (PL-35407)
      • Email Campaigns - Fixed an issue where the Send process was failing in some accounts when there was no admin or customizer user with access to the app. (PL-35386)
      • Field Services - Fix to issue left accounts without print templates . (PL-35350)
      • Donations - Fix to issue left accounts without print templates . (PL-35403)
      • Map component - Fixes issues when plotting several lists of addresses. (PL-35351)

      Regards,

      Ayushi

    • Method Updates - February 2nd, 2022

      The following updates are now live for users of Method

      New Features / Updates

      • App Routines System Page - Added Next and Last Run Date for scheduled app routines. (PL-33966)
      • Character Function - Added new Is Email Address function. (PL-35219)

      Fixes

      • App Ribbons - Added validation logic on the configuration screen for app ribbons to prevent users from joining tables via fields of different types, causing an error message. (PL-35078)
      • Calendar - Fix for 'All Day' event settings. (PL-35246)
      • Google calendar - Fix for connection issues (PL-35187)
      • Icon/Text - Fixes issues where the focus ring is missing on the component. (PL-33876)

      Regards,

      Mamoon

    • Method Updates - January 26th, 2022

      The following updates are now live for users of Method

        Fixes

        • Tags - Fixed an issue where tags including a # symbol were not working properly in grid search. (PL-35137)

        Regards,

        Phil

      • Method Updates - January 24th, 2022

        The following updates are now live for users of Method

        Fixes

        • Mobile - Fixes issue with dashboard being cut off on Android devices. (PL-35106)
        • Text component - Fixed issue where line formatting was not being respected. (PL-35217)
        • Text component - Fixed issue where on occasion clicking on a text component link was causing a 2nd tab to be opened. (PL-35218)

        Regards,

        Guillermo

      • Method Updates - January 18th, 2022

        The following updates are now live for users of Method

        New Features / Updates

        • Action Editor - Added breadcrumbs to all users to go back after using "jump to routine". (PL-35056)
        • Action Editor - Improvements to UI when working in the action editor. (PL-35054)

        Fixes

        • Action Editor - Fixesd issues with drag and drop and deleting of actions. (PL-34766)
        • App Ribbons - Improved error messaging. (PL-35078)
        • Tags - Fixed a few issues with search and editing of Tags. (PL-35105)

        Regards,

        Mamoon

      • Method Updates - January 13th, 2022

        The following updates are now live for users of Method

        New Features / Updates

        • Web to Lead - Added an address lookup field to the stock web to lead form. (PL-34353)
        • Email Campaigns - Design and navigation upgrades, introduced basic email analytics. (PL-34833)

        Fixes

        • Reports - Fixed issue where company logo was not always showing on a report. (PL-35139)
        • Mobile App - Fixed issue where users were unable to scroll to the bottom of a screen in landscape mode. (PL-26756)
        • Gmail sidebar - Fixed issue with the year on activities and opportunities being created(PL-30674)

        Regards,

        Khamil

      • Method Updates - January 10th, 2021

        The following updates are now live for users of Method

        New Features / Updates

        • Field Crew App - Ability to track multiple time entries per work order via a 'Stop timer' button. (PL-34616)
        • Web to Lead - Added an address lookup field to the stock web to lead form. (PL-34353)

        Fixes

        • Mobile App - Fixed issue where users were unable to scroll to the bottom of a screen in landscape mode. (PL-26756)
        • Reports - Fixed issue where company logo was not always showing on a report. (PL-35139)

        Regards,

        Guillermo

      • Method Updates - December 22nd, 2021

        The following updates are now live for users of Method

          Fixes

          • Text - Fixed an issue with clickable text links that cause them to open a new window. (PL-34750)
          • Portal - Fixed issue where "Add sublink" was not saving. (PL-34507)
          • Reports - Fixed issue where removing the display logo from settings also removed the company address from print templates. (PL-32086)

          Regards,

          Phil

        • Method Updates - December 21st, 2021

          The following updates are now live for users of Method

          Fixes

          • App Routines - Fixes error "Attempted to perform an unauthorized operation" on custom scheduled routines. (PL-35038)
          • Dropdowns - Remove suggestive text on all platform dropdown. (PL-33692)

          Regards,

          Mamoon

        • Method Updates - December 20th, 2021

          The following updates are now live for users of Method

          Fixes

          • Tables & Fields - Fixes issue where using "acc" or "spider" in the middle of a field name results in an invalid error. (PL-34940)

          Regards,

          Guillermo

        • Method Updates - December 17th, 2021

          The following updates are now live for users of Method

          New Features / Updates

          • Charts - You are now able to set a charts height. (PL-34808)
          • Validation - We now show a growl when validation fails on a hidden field. (PL-34191)

          Fixes

          • Charts - Fixed a bug where showing/hiding charts was not working. (PL-34825)
          • Charts - Fixed an issue with chart-type icons looking disabled in chart builder. (PL-33476)
          • Work Orders - Updated empty shipping address to be more clear. (PL-28679)

          Regards,

          Michael

        • Method Updates - December 13th, 2021

          The following updates are now live for users of Method

          New Features / Updates

          • Version Management - Updated language from test and live to draft and published.
          • Version Management - A banner is now displayed when customizers are on a screen that is a draft.
          • Version Management - Ability to assign users to a specific draft version.
          • Version Management - Ability to archive screen versions.
          • Designer - Designer now defaults to a read-only state when customizing published screens.
          • Designer - When creating a copy of a screen version you will be prompted if a draft version already exists.

            Fixes

            • Tags - Fixed issues with renaming, deleting, merging, and changing the color of tags. (PL-35032)

            Regards,

            Michael

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