The following updates are now live for users of Method

Fixes

• Email campaigns - Fixed an issue where the recipient count was inaccurate on campaigns sent via the legacy Email Campaigns app. (PL-35342)
• Export - Fixed minor UI issues. (PL-37443)
• Import - Fixed an issue where the audit trail was not logging import history. (PL-37467)
• Portals- Fixed an issue where the GetRightPanel error was present. (PL-35743)

Regards,

Mamoon

The following updates are now live for users of Method

New Features / Updates

Fixes

• Entity - Fixed an issue where Vendor Attachments were not appearing on the Entity screen. (PL-37227)
• Tags - Fixed an issue where the caret icon was misaligned. (PL-37472)
• Multi-tenancy - Fixed an issue where the Export - TenantID field was not visible. (PL-37390)
• Multi-tenancy - Fixed an issue to update the 'sign up method' in M: N flow. (PL-37277)

Regards,

Ayushi

The following updates are now live for users of Method

New Features / Updates

• Contacts App - When clicking the "Import" button on the Contact List screen, navigate directly to the Import Tool vs. going to the Import screen in the Contacts app first. (PL-37395)

Fixes

• Estimates - Fixed an issue with creating work orders that are occasionally assigned to the incorrect customer. (PL-37328)
• Send Email App- Fixed an issue where create activity follow-up option was incorrectly hidden in the Send Email app. (PL-37076)
• Xero - Fixed an issue where the currency session variable was not correctly populating. (PL-36989)
• Xero - Fixed New / Edit Payment screen Show Message that mentioned 'Quickbooks'. (PL-37240)

Regards,

Mamoon

The following updates are now live for users of Method

Fixes

• Activities - Improved the captions and labels on the Activity Reports screen to make them more intuitive. (PL-36666)
• App Ribbon - Fixed an issue where the Back arrow required two clicks in the 1/3 app ribbon panel. (PL-36627)
• Calendar - Fixed an issue with fonts changing when switching between calendar views. (PL-37351)
• Cases - Improved captions and labels to make them more intuitive and aligned with the rest of the apps. (PL-36667)
• Cases -Updated back button to go back to browser history. (PL-36413)
• Editable Grid - Fixed an issue where the Row Click event did not get triggered on mobile when clicking a card column. (PL-37250)
• Export - Fixed an issue exporting fields with special characters. (PL-37417)
• Import - Fixed issue that forced users to map name for entity table during an update. (PL-37365)
• Items- Filters were added to dropdowns to ensure that users only see valid options to select. (PL-34970)
• Opportunities - Improved the captions and labels on the Opportunity Reports screen to make them more intuitive and fixed an issue where navigating away from the screen would not save the filters you had set up. (PL-36664)
• Outlook Gadget - Fixed an issue where the list screens in the Gadget were extending off the side of the screen, and some columns were not visible. (PL-37339)
• Xero - Fixed an issue where selecting an invoice on the New/Edit Payment screen was throwing an error. (PL-37196)

Regards,

Mamoon

The following updates are now live for users of Method

New Features / Updates

• Activities, Opportunities - Implemented more user-friendly validation messages on the HTML Editors featured on New/Edit Activity and New/Edit Opportunity. (PL-34662)

Fixes

• Opportunities - Changed the link within the Opportunity Type dropdown to 'New/Edit Opportunity Type' instead of 'New/Edit Opportunity Type List'. (PL-37199)
• Sales Orders - Fixed an issue where the customer name was being duplicated in the billing address of sales orders for Xero accounts. (PL-37186)
• Cases - Fixed an issue where the Delete button on the Manage Case Origin screen was missing a caption. (PL-37068)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• App Ribbon - Fixed an issue where the Back arrow required two clicks in the 1/3 app ribbon panel. (PL-36627)
• Calendar - Fixed issue where changing a username would not update the calendar resource. (PL-36431)
• Dropdowns - Fixed the click area, making it larger and easier to click. (PL-36515)
• Editable Grid - Fixed an issue where the Row Click event did not get triggered on mobile when clicking a card column. (PL-37250)
• Calendar - Fixed an issue on non-vertical views where the wrong resource we being used to create an event. (PL-37152)

Regards,

Mamoon

The following updates are now live for users of Method

New Features / Updates

• Export - New and improved way to export data from Method accessible via the Integrations system page. (PL-36584)

Regards,

Michael

The following updates are now live for users of Method

New Features / Updates

Fixes

• Import - Fixed an issue where upload timestamp was incorrect. (PL-37297)
• Import - Fixed an issue where QB custom fields were being filtered out of mapping screen. (PL-37232)
• Payments - Fixed an issue where Xero accounts were throwing validation errors when trying to receive payments. (PL-37195)

Regards,

Khamil

The following updates are now live for users of Method

Fixes

• App Routines - Fixed an issue that prevented some screen action sets from being copied to an app routine. (PL-37112)
• Contacts - Fixed an issue where the import button on the Contact List screen would direct users to the old import tool instead of the new tool. (PL-37108)

Regards,

Phil

The following updates are now live for users of Method

New Features / Updates

• Action Editor - Improved the "Jump to reference" feature to the first referenced action. (PL-36015)
• Google Calendar - Method:New Google Calendar connection using correct server and not dependent on sign-in. (PL-37038)
• Transaction Apps - Address lookup component added to the billing and shipping address sections of the New/Edit Estimate, Invoice, Sales Order, and Sales Receipt screens. (PL-37029)

Fixes

• App Ribbon - Fixed an issue where the "More" menu items could get overlapped by an HTML Editor on screen. (PL-37081)
• Calendar - Fixed an issue where the event card was not following the display setting. (PL-37170)
• Items - Fixed an issue with syncing items on Xero accounts. (PL-37269)
• Manage Apps - Fixed an issue where deleting a screen was displaying an error message when you navigated back to it. (PL-37228)
• QBO - Fixed an issue where inactive customer types in QuickBooks still show as active in Method. (PL-37226)
• Sync engine- Fixed an issue where the sync engine was throwing an invalid column name error for ListID. (PL-36573)

Regards,

Mamoon

The following updates are now live for users of Method

New Features / Updates

• Multi-tenancy - Default apps are now installed when a new tenant is created. (PL-36982)
• Import - Support cross-tenant imports and updates. (PL-36608)

Fixes

• Calendar - Fixed an issue with the calendar not being displayed correctly when being viewed on mobile. (PL-37200)
• Designer - Fixed an issue where customizing a screen would produce an "Error Trace" error message. (PL-37209)
• Signature widget - Fixed an issue where the entire screen was not being captured for screens with a lot of content/fields. (PL-35918)
• Work orders - Fixed an issue with the reports link being the incorrect color. (PL-37033)
• Payments - Fixed an issue where validation errors were being thrown for valid partial payments in Xero accounts. (PL-36527)

Regards,

Mamoon

The following updates are now live for users of Method

Fixes

• Calendar - Fixed an issue related to the menu not working when there were multiple calendars on a screen. (PL-37135)
• Calendar - Fixed an issue where settings weren't being remembered for the calendar. (PL-37083)
  
• Calendar - Fixed an issue where elements of the top header were overlapping each other. (PL-36980)
• Import - Fixed an issue where non-admin users were able to access new import through the URL. (PL-37153)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• Editable Grids - Fixed an issue where the screen wouldn't load if a card column had been added for which field #1 was not mapped. (PL-36771)
• Multi-Tenancy - Fixed an issue where files added via the attachments widget were not able to be seen and shared across tenants. (PL-36940)
• QBO Sync - Fixed an issue where duplicate customers were being created. (PL-35787)

Regards,

Mamoon

The following updates are now live for users of Method

Fixes

• QBO Sync - Fixed an issue where duplicate customers were being created. (PL-35787)

Regards,

Michael

The following updates are now live for users of Method

New Features / Updates

Fixes

• Signature - Fixed an issue where the buttons on the control disappear in certain scenarios on iOS. (PL-36995)
• App Ribbons - Fixed an issue with the vertical spacing of tabs in the "More" group. (PL-37052)
• Actions - Fixed an issue with the UI of the Call routine action. (PL-36895)
• New Import - Fixed an issue where screen was not loading for some users. (PL-37014)
• New Import - Fixed an issue where read only tables were available as an option for import. (PL-37016)
• Manage Apps - Fixed an issue where clicking on the version banner was navigating users to the Dashboard instead of Manage Apps. (PL-37007)
• Work Orders - Fixed an issue with custom work order statuses that prevents jobs from being started. (PL-36702)

Regards,

Khamil