The following updates are now live for users of Method

New Features / Updates

• App Routine System Pages - Accessibility Improvements. (PL-32347)

Fixes

• App Routine Management - Minor design improvements for mobile devices on the Edit Schedule screen. (PL-32144)
• Mobile app - Scroll not working when viewing an estimate using two custom Advanced Search fields. (PL-31395)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• Customization - Fixed an issue where making a new copy of a screen did not properly set the screen redirect. (PL-32502)
• Partner Copy Tool - Fixes issue where screen copies result in multiple instances of the same app routine. (PL-32488)
• Tags - Styling updates to the Manage Tags side panel to match other side panels. (PL-24744)

Regards,

Guillermo

The following updates are now live for users of Method

New Features / Updates

• Payments - Updating payments marked Pending with latest status. (PL-32273)
• Profile System Page - Removed special character limitation when resetting Password. (PL-30058)
• Work Orders app - Added a more helpful empty state for list screens. (PL-32011)

Fixes

• Calendar - Fixed issue where events were not displayed if ActivityStatus did not have a hex color defined (like with custom statuses). (PL-32142)
• Calendar - Fixed issue where renaming a user resulted in activities not being displayed in the calendar (required removing and re-adding resource). (PL-32319)
• Cases App - Fix to fill the Case Status dropdown where it was blank. (PL-32381)
• Decimal Fields - When the display format is set to 'None', a value of 0 was displayed on screen as blank. (PL-32290)
• Purchase Order Reports - Fixed issue where POs on the last day of the month were not included in the Item Quantity chart (QBDT only). (PL-32318)
• QBDT Sync Conflicts - Fixed an issue where users were getting an error when trying to delete a Delete From Desktop sync conflict. (PL-32409)
• QBO Sync - Fixed an issue with syncing deleted classes. . (PL-32344)

Regards,

Guillermo

The following updates are now live for users of Method

New Features / Updates

• Field Crew app - Added a more helpful empty state for list screen. (PL-32012)
• Proposals app - Added a more helpful empty state for list screens. (PL-32013)

Regards,

Guillermo

The following updates are now live for users of Method

Fixes

• Email System Page - Fixed issue where email signature field is not saving. (PL-32368)

Regards,

Marwan

The following updates are now live for users of Method

Fixes

• Customization - Fixed an issue where new screens based off any table named Samples were not properly saving records. (PL-32267)
• Email System Page - Fixed issue where email signature did not save when html styling is copy/pasted. (PL-32268)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• New/Edit Sales Order - Fixed an issue where the shipping address was not being displayed properly. (PL-32093)
• Sales Transactions - Updated Opportunity dropdown on screen to show Opportunity Name instead of Opportunity # (Record ID). (PL-16588)
• New/Edit Invoice screen - Fixed issue where the Terms field was not populating properly with the Terms set on the Customer record. (PL-31325)

Regards,

Jason

The following updates are now live for users of Method

Fixes

• Items app - Improve character limit validation on Item Name field. (PL-31860)
• Signature - Fixed issue where signed date appear as GMT regardless of user's timezone. (PL-32286)
• Classic Customer Portal - Fix for issue where Customer Portal link for Classic is re-directing to our home page when clicked 2nd time. (PL-32272)
• New/Edit Purchase Order screen - Fixed issue where the attachments widget was missing the Include in Email checkbox. (PL-32305)

Regards,

Marwan

The following updates are now live for users of Method

Fixes

• Email System Page - Fixed issue where emails sent were not displayed in user's timezone. (PL-27774)
• Signature Component - Fixed issue where a disabled signature component still had interactive elements. (PL-32189)
• Signature Component - Fixed issue where copying a screen resulted in missing actions. (PL-32186)
• Email System Page - Fixed issue where emails sent via Method's servers were mistakenly displayed as smtp.sendgrid.net. (PL-32191)
• Work Orders - Fixed odd behaviour issue with End Date field. (PL-32229)
• Zapier - Poll more records for all triggers. Increased from 10 to 100 records per poll. (PL-32060)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• Work Orders - Fixed installation issues. (PL-32190)
• Insert Record Into Table action - Fixed issue where duplicating a record in the Time Tracking table was not populating the Item field correctly. (PL-30085)

Regards,

Guillermo

The following updates are now live for users of Method

Fixes

• Send Email screen - The value for the To Be Included in Email checkbox on attachments now carries over properly from the selected email template. (PL-31494)
• Time Tracking - Fixed issue that allowed entering a negative duration. (PL-32076)
• Zapier - Fixed error when trying to connect Zapier to Method Account. (PL-32222)

Regards,

Guillermo

The following updates are now live for users of Method

New Features / Updates

• Date Functions action - Added a new "Convert to UTC" function. (PL-31998)

Fixes

• DateTimePicker - Fixed issue where calendar does not close when tabbing away
• Dropdown - Fixed issue where tabbing focused on x before navigating to the next component. (PL-31757)
• Work Orders - Fixed issues where end date selection was not respected when creating a work order from the calendar. (PL-32028)
• Edit Entity screen - Fixed an issue where the Billing and Shipping Address field captions were set to the wrong color. (PL-32077)
• Sign Up - Fixed issue where accounts were unable to connect to QBO. (PL-32152)
• Manage Apps - Fixed an issue in multi-tenant accounts where the screen version Set Status screen was not loading for sub-tenants. (PL-32160)
• Attachments - Fixed an issue where some users were not able to see past the first 6 attachments for any given record. (PL-31774)
• Go To Screen action - When using the Parameters section to populate Date/Time fields on the destination screen, date/time values would change. (PL-31664)
• Tags - Fixed issues with tags that include apostrophes. (PL-30433)
• Multi-tenancy - Stock screens appearing in each tenant will now respect that tenant's accounting package, instead of always defaulting to the parent tenant's accounting package. (PL-27160)
• DateTimePicker - Fixed issue where typing and selecting dates sometimes does not save. (PL-31852)
• DateTimePicker - Adds scrollbar to Month/Year sections. (PL-32082)

Regards,

Marwan

The following updates are now live for users of Method

New Features / Updates

• Add Attachment to Record ID action - Added the ability to configure the value for "Include in Email" checkbox. (PL-31932)

Fixes

• App User Permission not editable. (PL-32134)
• Donations & Sales Receipts - Display total footer below editable grid. (PL-18104)
• Donations - Fixes issue with missing Qty & Rate columns (QBDT). (PL-18100)
• Donations - Fixes issue when amount was not immediately calculated when selecting an item. (PL-17358)
• Donations - Fixes issue where QTY and Tax displayed default values before selecting an item (QBO). (PL-17094)
• Go To Screen action - Fixed issue where some screens were not available to be selected. (PL-32092)
• Save Validation - Fixed an issue where a field failing validation on save was not being focused on, and thus users were likely to not be aware of the error. (PL-31794)
• Attachments - Fixed an issue where some attachments were not being displayed on Google Chrome. (PL-31774)

Regards,

Jason

The following updates are now live for users of Method

New Features / Updates

• HTML Editor - Removed the character count section at the bottom of the editor to provide more potential real estate for the editor's content. (PL-31958)
• Editable Grids - Improved formatting of the widget's overall caption. (PL-28328)
• Recurrence Widget - Accessibility improvements. (PL-31541)

Fixes

• Import tool - Fixed the field length validation on the FirstName field. (PL-31402)
• Fixed issue with 'Request Admin Access' email sending to all users instead of just admins (PL-31991)
• Gmail Sidebar Account Settings Page - Fixed iissue with browser back . (PL-31997)
• Editable Grids - Fixed an issue where using the Up/Down keyboard keys would not properly trigger a column's change event actions, and sometimes led to values saving incorrectly. (PL-31960)
• New/Edit Estimate - Minor accessibility improvements. (PL-31755)
• Editable Grids - Fixed issue where screen controls could not be used for a column's default value. (PL-31631)
• Attachments - Fixed an issue where showing a previously hidden attachments widget was not properly displaying the attachments themselves. (PL-31592)
• Screen Designer - Fixed an issue where the Hide Caption setting for Toggle objects was not properly being displayed. (PL-31020)
• Attachments - Fixed an issue where clicking an attachment added to an unsaved record gave an error. (PL-30841)
• Manage Apps - Fixed an issue where screens and versions were not properly displaying the Last Modified By value. (PL-32066)
• Dashboard - Fixed an issue where the record counts on the app tiles were not properly being calculated. (PL-32072)
• Attachments - Fixed an issue where attachments sometimes couldn't be viewed or downloaded on the Send Email screen. (PL-31604)
• Manage Apps - Fixed an issue where some users were incorrectly seeing test versions of a screen instead of the live version. (PL-32090)
• Email System Page - Added validation to required fields when setting up email providers. (PL-22827)
• Email System Page - Fixes issue where the wrong price per email was displayed. (PL-32018)
• Email System Page - Fixes grammar and spelling issues on Retry Email modal. (PL-32034)
• Email System Page - Fixes issue where Email history screen did not respect account Time Zone. (PL-32067)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• Email System Page - Fixes issues with breadcrumbs. (PL-31970)
• Email System Page - Fixes issues with missing link on mobile. (PL-31972)
• Loop Through Attachment - Now works for records in the general Item table; no longer need to set it up for a specific ItemType table view. (PL-31445)
• Loop Through Attachment - Fixed error when user isn’t MethodSupport (Multi-Tenant Account). (PL-30438)
• Fix an error users where getting on Account Selection when signin in. (PL-31994)

Regards,

Guillermo