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The following updates are now live for users of Method
Fixes
- Multi-tenant -Fixed an issue where a new tenant account was unable to sync with QBO. (PL-37047)
Regards,
Mamoon
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The following updates are now live for users of Method
New Features / Updates
- Action Editor - Improved the color of actions highlighted using the "jump to reference" feature. (PL-35031)
Fixes
- Xero - Fixed an issue where customer name was being mapped to contact name. (PL-37001)
- Editable Grid - Fixed an issue where linked fields incorrectly triggered a validation error when Saving. (PL-36876)
- Multi-tenancy - Fixed billing system error when creating tenant through classic (M:C). (PL-36984)
- Import - Fixed an issue where import failed on the Firefox map fields screen. (PL-37027)
- Import - Fixed grammar issue on the "Choose data" screen. (PL-37020)
- Import - Fixed an issue where the screen referenced an "Import" button instead of a "Next" button. (PL-37019)
- Import - Fixed an issue where navigating to classic import was not opening in a new tab. (PL-37017)
- Tables and Fields - Fixed an issue where exporting table failed with a 400 error. (PL-36998)
- Activities - Fixed an issue where the Reports link on the Activity List screen was gray instead of blue. (PL-36933)
Regards,
Ayushi
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The following updates are now live for users of Method
New Features / Updates
- Calendar - Improvements to the tile colors and the ability to set full tile color. (PL-36589)
- Import - Launched new import experience. (PL-36928)
- Multi-tenancy - Main tenant under the list of tenants is now redirected to user list . (PL-36731)
- Multi-tenancy- Improved user experience for existing users given access to other tenant accounts. (PL-36773)
- Invoices, Sales Receipts, Sales Orders, Purchase Orders - Improved experience/error message when attempting to send the transaction via email but no contacts have an email address on file. (PL-36794)
Fixes
- Editable Grids - Fixed an issue where the grid was not being displayed properly in 1/3 app ribbon panels. (PL-36633)
- Editable Grids - Fixed an issue where Card Columns were incorrectly displaying RecordID fields in a date format. (PL-36513)
- Proposals - Fixed an issue where the Pay button was hidden after a failed payment. (PL-36768)
- Calendar - Fixed an issue where in some scenarios, the calendar would not load. (PL-36922)
- App Routine - Fixed an issue where scheduled app routines were not getting reassigned to an active user. (PL-36659)
- Calendar - Fixed an issue where users could not move events between resources. (PL-36986)
- Performance - Fixed an issue where Method would get progressively slower as it was used throughout the day. (PL-36888)
- Invite Users - Improved speed/performance when adding a new user on accounts with 40+ users
- Email Campaigns - Fixed an issue where the Review & Send screen would show invalid numbers in the “email usage” section for accounts using their own email servers. (PL-36656)
- Dashboard - Fixed error in reload, remove and add after new changes in GridReadOnly object. (PL-36994)
- Outlook Gadget - General fixes and improvements to the New/Edit Case screen in the Gadget. (PL-36841)
- Invoices - Fixed an issue where an error message was appearing for QBO Global users after emailing an invoice. (PL-37043)
Regards,
Khamil
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The following updates are now live for users of Method
Fixes
- Editable Grids - Fixed an issue where the grid was not being displayed properly in 1/3 app ribbon panels. (PL-36633)
- Editable Grids - Fixed an issue where Card Columns were incorrectly displaying RecordID fields in a date format. (PL-36513)
- Proposals - Fixed an issue where the Pay button was hidden after a failed payment. (PL-36768)
Regards,
Khamil
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The following updates are now live for users of Method
Fixes
- Google Calendar - Fixed issed where some users were getting a "no accounts found" error when trying to connect to Google calendar. (PL-36709)
- Mobile - Fixed an issue where some objects were not displayed when used on mobile public pages. (PL-33749)
Regards,
Phil
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The following updates are now live for users of Method
Fixes
- Cases - Fixed an issue where additional columns made visible on the Cases List screen did not have a column header. (PL-36843)
- Navigation - Fixed an issue with clicking on the app name in the header not taking the user back to the app's start screen on chrome. (PL-36886)
Regards,
Mamoon
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The following updates are now live for users of Method
New Features / Updates
- Actions - Updated the "Call Routine" action to allow users to disable or set a custom run in background message. (PL-36013)
- Calendar - Ability to select which days of the week are visible in the calendar. (PL-36855)
Fixes
- Outlook Gadget - Fixed an issue where the "New Case" button was missing from the Case List screen. (PL-35212)
- App routines - Fixed an issue where app routines assigned to inactive users were not automatically getting reassigned to an active user. (PL-36659)
- Portals - Fixed an issue on older versions of iOS that occasionally prevented the portal to load. (PL-32221)
- Outlook Gadget - Fixed an issue where the list screen in the Gadget was not properly displaying newly created cases. (PL-36820)
Regards,
Michael
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The following updates are now live for users of Method
Fixes
- Outlook Gadget - Fixed an issue where the user would receive an error message for hidden field "EmailBody" when trying to create an activity for an email with a high character count. (PL-35220)
- Payments - Fixed issue where clicking a specific invoice on a payment would cause an error message in some rare scenarios. (PL-20431)
Regards,
Phil
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The following updates are now live for users of Method
New Features / Updates
- Email - Added support for connecting Gmail via OAuth instead of username and password. (PL-36784)
Fixes
- UI - Fixed issue with grey screen overlays having different transition styles. (PL-36611)
Regards,
Michael
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The following updates are now live for users of Method
New Features / Updates
Fixes
- QBO - Fixed issue where real-time sync was not working for multi-tenant accounts. (PL-36757)
- Estimates - Improved the experience when trying to email an estimate to a customer for which none of the billing contacts have an email address on record. (PL-35109)
- Mobile app- New actionable banner for unstable connection (PL-36350)
Regards,
Ayushi
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The following updates are now live for users of Method
New Features / Updates
- Activities, Donations, Work Orders - Added a 'Reports' link directly on the list screen of these apps for easier navigation. (PL-36662)
Regards,
Phil
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The following updates are now live for users of Method
Fixes
- App Routines - Fixed issue for Multi-tenant accounts where app routines mistakenly appeared as scheduled across all tenants. (PL-36542)
- Calendar - Fixed missing events on some devices using Safari. (PL-36685)
- Cases- Fixed an issue where the 'appear in portal' checkbox seemed to be checked after first installing the app but cases still did not appear in the portal. (PL-22625)
- Multi-tenancy - Fixed an issue where the TenantID field could not be updated. (PL-36742)
- Cases - Fixed an issue where the follow-up activity comments were not saved correctly. (PL-36558)
- Portals - Fixed an issue where the follow-up activity comments were not saved correctly. (PL-36570)
Regards,
Mamoon
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The following updates are now live for users of Method
New Features / Updates
- Work Orders - Navigate directly to invoice if only one is being created from the work order list screen. (PL-36531)
Fixes
- Attachments Widget - Fixed issue where the file would get corrupted during the upload process in some rare scenarios. (PL-36571)
- Update Fields in Table - Fixed issue in multi tenant accounts when attempting to update the TenantID field to blank would update it to 0 instead. (PL-36383)
- Designer - Fixed issue where leading numbers on components were not being shown in action editor. (PL-36124)
- Designer - Fixed issue with jump to reference feature where newly added components were not working. (PL-36032)
- Calendar - Removed times from All Day Events on Month View. (PL-36602)
- Invite User - Fixed issue where attempting to invite a new user on mobile would cause a white screen. (PL-36382)
- App Ribbons - Fixed an issue where clicking a grid's settings icon in a 1/3 app ribbon panel was causing a blank white screen. (PL-36628)
- App Ribbon - Fixed an issue where app ribbon screens were not being displayed properly when viewed on mobile. (PL-36629)
Regards,
Phil
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The following updates are now live for users of Method
Fixes
- Tables and Fields - Fixed an error that would occur when trying to save data in picture and file attachment fields in the Users table. (PL-36561)
Regards,
Phil
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The following updates are now live for users of Method
New Features / Updates
- Donations - Implemented the address look up component. (PL-34951)
- Work Orders - 'All time' date range filter. (PL-35860)
- Work Orders - Buttons menus add shortcuts to Save & Back and Complete & Back. (PL-35704)
- Work Orders & Field Crew - Display all line items to remove need to pagination. (PL-36528)
Fixes
- Estimate Reports - Fixed an issue where the reports weren't being filtered properly when leaving the screen and coming back to it. (PL-35782)
- Estimates - Fixes issue where a work order was created without an End Date. (PL-36429)
- Left nav - Fixed issue with spacing of "more apps" section. (PL-36557)
- New/Edit Activity - Slight improvements to the Create follow up activity section so a new follow up activity doesn't get created each time you open and click save on the original activity. (PL-29950)
- Work Orders - Fixes issue where recurrence component was still visible when clicking Save & New. (PL-36521)
- Work Orders - Improved error handling when routing work orders. (PL-35945)
Regards,
Ayushi
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