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Release Notes

  • Method Updates - Feb 24th, 2025

    The following updates are now live for users of Method

    New Features / Updates

      Fixes

      • Audit Trail - Added logging for recurring activity changes. (PL-51846)
      • Work Orders - Added logic on the calendar so only people with edit permissions can make changes. (PL-52180)
      • Logstash - Failed to execute app routine on account: with input values: exception: A019 - Cannot access a disposed object. Object name: 'IServiceProvider'. (PL-45409)

      Regards,

      Harman

    • Method Updates - February 21, 2025

      The following updates are now live for users of Method

      Fixes

      • Opportunities - Fixed an issue where the Item Adjustment message lacked line breaks. (pl-51934)

      Regards,

      Courtney

    • Method Updates - Feb 20th, 2025

      The following updates are now live for users of Method

      New Features / Updates

        Fixes

        • Work Orders - Improved error handling for SMS reminders to avoid app routine failing. (PL-51932)
        • Portal - Fixed an issue where using the Microsoft SSO option to sign into the portal did not work and produced an error. (PL-52177)

        Regards,

        John

      • Method Updates - February 19th, 2025

        The following updates are now live for users of Method

        Fixes

        • Contacts - Fixed an issue where the default field validation error was not cleared after having entered a value. (PL-45873)
        • App Routine - Fixed an issue where the app routine schedule screen did not always show an accurate list of all scheduled routines in the account. (PL-50445)

        Regards,

        Nicolas

      • Method Updates - February 14th, 2025

        The following updates are now live for users of Method

          Fixes

          • Estimates - Fixed an issue where an error message was incorrectly thrown when attempting to convert an estimate featuring a subtotal line item to a sales order. (PL-51933)
          • Email Campaigns - Fixed an issue where the Send Test button did not work on mobile. (PL-50378)
          • App Routines - Fixed an issue where app routines which failed due to sending emails to an invalid address displayed a vague and inaccurate error message. (PL-50177)

          Regards,

          Courtney

        • Method Updates - Feb 13th, 2025

          The following updates are now live for users of Method

          New Features / Updates

          • Sync V4 conflicts List - Fixed an issue were we were showing conflicts which are not associated to any table. (PL-51906)
          • Sync V4 page - Fixed an issue where sync stays stuck "In progress" indefinitely. (PL-51907)

          Fixes

          • Editable grids - Fixed an issue with scrolling when using advanced chips. (PL-51100)
          • Editable grids - Fixed issue with chips menu widths. (PL-51824)
          • Editable grids - Fixed an issue with records counts being incorrect when paging. (PL-50327)
          • Signup - Fixed an issue where sales site signups had to enter their information twice to set up the account. (PL-52007)
          • Sales Orders - Fixed an issue where the Sales Order # would clear after adding a line item on mobile. (PL-47213)

          Regards,

          John

        • Method Updates - February 11th, 2025

          The following updates are now live for users of Method

          New Features / Updates

          • Sync - Update "Delete from Method" action logic to archive from Method instead of Delete the records. (PL-50948)

          Fixes

            Regards,

            Arshi

          • Method Updates - Feb 10th, 2025

            The following updates are now live for users of Method

            New Features / Updates

            • Mobile - Improved error logging by adding app version and OTA version. (PL-50909)
            • Mobile - Added metadata tracking for device type on sign in. (PL-51057)

            Fixes

            • Tables & Fields - Fixed an issue where unchecking the Is Unique constraint on a field did not actually remove the constraint from the database. (PL-51736)
            • Activities - Fixed an issue where users would get an error message when saving an activity assigned to an inactive user if the "Notify assigned to" checkbox was checked. (PL-51076)
            • Multi-Tenant - Fixed an issue where the Generate Report action did work as expected for cross-tenant data. (PL-50441)
            • Email - Fixed an issue where the Email From field was not populating in email templates. (PL-51757)

            Regards,

            Harman

          • Method Updates - February 7th, 2025

            The following updates are now live for users of Method

            New Features / Updates

            • Editable Grids - Ability to sort Yes/No columns. (PL-50115)
            • Chips - Added a tool tip if chip text is cutoff. (PL-49634)
            • Editable Grids - Improved filtering for Yes/No columns. (PL-51800)

            Fixes

            • Editable Grids - Fixed alignment on Select All Records experience. (PL-49990)
            • Grids - Fixed an issue with the sort icon is not showing the correct direction on Safari. (PL-43215)
            • Portal - Fixed some padding issues at the top of some screens. (PL-51687)

            Regards,

            Courtney

          • Method Updates - Feb 6th, 2025

            The following updates are now live for users of Method

            New Features / Updates

              Fixes

              • Integrations - Fixed an issue where QBDT users encountered an issue when visiting the Integrations > QuickBooks Sync system page. (PL-51901)

              Regards,

              John

            • Method Updates - Feb 5th, 2025

              The following updates are now live for users of Method

              New Features / Updates

              • Purchase Orders, Sales Orders, Payments - Changed all references to “Non-posted” to “Non-synced” on list screens. (PL-51664)

              Fixes

              • HTML Editor - Improved the ’Field Contains No Malicious Values” validation rule to prevent more problematic values. (PL-44543)

              Regards,

              Nicolas

            • Method Updates - Feb 3rd, 2025

              The following updates are now live for users of Method

              New Features / Updates

                Fixes

                • Sales Orders - Fixed issues with the position and padding of the billing and shipping addresses on the portal View Sales Order screen. (PL-51148)

                Regards,

                Harman

              • Method Updates - January 31st, 2025

                The following updates are now live for users of Method

                New Features / Updates

                • Activities - Improved the experience when viewing out-of-the-box Activity Type and Status records, for which updates are not supported. (PL-51015)

                Fixes

                • Bills - Fixed a "B001 - fnSetAccounting_CleanUp" error when saving a Bill record. (PL-51634)
                • Sync - Fixed an issue where 'AssignedTo' field was triggering a sync for QBO accounts on sales transactions. . (PL-51145)
                • Activities - Fixed an issue where the Follow-Up Comment textbox held its previous value and was not cleared when creating a new activity. (PL-51619)
                • Cases - Fixed an issue where out-of-the-box options for Case Origin, Priority, Type, Reason, and Status could be deleted. (PL-50047)
                • Email - Fixed issue where disabled email senders were visible in the Email From dropdown. (PL-51754)

                Regards,

                Courtney

              • Method Updates - January 30th, 2025

                The following updates are now live for users of Method

                New Features / Updates

                • Convert ms-analytics to dotnet core. (PL-51113)
                • Invoices - Added an "Unpaid Invoices" filter to the list screen, and updated "Non-Posted" to "Non-Synced" on Invoices, Estimates, Sales Receipts, Purchase Orders and Payments list screens. (PL-51184)

                Fixes

                • Donations - Fixed an issue where App Routines fail intermittently. (PL-51228)

                Regards,

                John

              • Method Updates - January 29th, 2025

                The following updates are now live for users of Method

                  Fixes

                  • Reports - Fixed an issue with the Launch Builder button missing. (PL-51667)
                  • SMS - Fixed an issue where the communication history system page did not properly display the recipient phone numbers. (PL-51172)

                  Regards,

                  Nicolas

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