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Release Notes

  • Method Updates - March 7, 2022

    The following updates are now live for users of Method

    Fixes

    • Donor Pages - Remove mentions of specific PayPal products like "(Business Pro /Flow)". (PL-34966)
    • Sales Receipts - Fixes hyperlink for setting up a payment gateway. (PL-21804)

    Regards,

    Guillermo

  • Method Updates- March 4, 2022

    The following updates are now live for users of Method

    New Features / Updates

    • Email Campaigns - Added additional email address validation to the Send process to prevent errors. (PL-35415)

    Fixes

    • Xero - Estimate doesn't sync if it's for a lead. (PL-31717)
    • Xero Gmail Sidebar - Click View Transactions redirecting to error screen. (PL-35648)
    • Signup not tracking referral data. (PL-35617)
    • Xero Gmail Sidebar - The balance field do not been removed. (PL-35605)
    • Xero Gmail Sidebar - The balance field do not been removed. (PL-35605)

    Regards,

    Ayushi

  • Method Updates - March 1st, 2022

    The following updates are now live for users of Method

    New Features / Updates

    • Designer - Ability to click on an object in designer and see what other objects/filters are referencing it and jump into them via the new references section. (PL-35544)

    Regards,

    Mamoon

  • Method Updates- February 25, 2022

    The following updates are now live for users of Method

    New Features / Updates

    • Import - Deploy dark release (prepare code/environments). (PL-35638)
    • Xero - Entity.Currency is not syncing. (PL-33049)
    • Import - M:UI Dark release. (PL-35658)
    • Email Campaigns - Improved email address validation on the recipient selection stage. (PL-35413)

    Fixes

    • New react calendar briefly shows up and then shows blank page. (PL-35622)
    • Event.Subscribers.Sync - not sending proper entity to Xero Sync. (PL-35631)

    Regards,

    Ayushi

  • Method Updates - February 23rd, 2022

    The following updates are now live for users of Method

    Fixes

    • Work Orders - Fixes issues where map component overlapped grid. (PL-35404)
    • Proposals - Fixes issue where edits to services were not updating the engagement letter. (PL-35410)
    • Work Orders - Improved support for group items when invoicing work orders. (PL-34957)
    • Password reset - Clicking on the same link after already resetting password generates error. (PL-32451)

    Regards,

    Phil

  • Method Updates - February 16th, 2022

    The following updates are now live for users of Method

    Fixes

    • Refresh Control action - Fixed an issue where the Attachments control was no longer supported. (PL-35369)
    • Tags - Fixed an issue where some tags with certain special characters would not return any results in grid search. (PL-35353)
    • Email (triggered from an app routine) not going through. (PL-35450)
    • Calendar - All Day Event editing has issues with RecordID. (PL-35533)

    Regards,

    Phil

  • 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

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