Method Community

 

Release Notes

  • Method Updates - July 12th, 2024

    The following updates are now live for users of Method

      Fixes

      • Work Orders - Fixed an error where an activity was logged when an email was previewed. (PL-47613)

      Regards,

      Courtney

    • Method Updates - July 11th, 2024

      The following updates are now live for users of Method

      Fixes

      • Estimates, Sales Orders, Invoices - Fixed an issue where users could not add items to a transaction with an inventory start date matching the transaction date. (PL-47498)

      Regards,

      Hannah

    • Method Updates - July 10th, 2024

      The following updates are now live for users of Method

      New Features / Updates

      • Grids - Fixed some issues which caused performance issues on some screens. (PL-47091)

      Regards,

      Nicolas

    • Method Updates - July 9th, 2024

      The following updates are now live for users of Method

      New Features / Updates

        Fixes

        • Web to Lead - Fixed an issue where vertical borders were visible on web forms. (PL-44756)
        • Email Campaigns - Fixed an issue where clicking the link in the free email usage text navigated the user to the wrong system page. (PL-47546)
        • Purchase Orders - Fixed an error caused by the "To be emailed" QuickBooks field when clicking save/print/email buttons. (PL-47506)

        Regards,

        Arshi

      • Method Updates - July 5th, 2024

        The following updates are now live for users of Method

          Fixes

          • Contacts - Updated maximum length validation rule fo to avoid entities with long names causing sync conflicts. (PL-47518)
          • Email Campaigns - Fixed an issue where the Subject and From Name fields did not have character length validation applied. (PL-47474)
          • Opportunities - Fixed an issue where the Add Item button was still clickable on reorder opportunities that should not be editable. (PL-47284)

          Regards,

          Courtney

        • Method Updates - June 28th, 2024

          The following updates are now live for users of Method

          New Features / Updates

          • Email Campaigns - View Campaign screen improvements for campaigns in an error state. (PL-47375)

          Fixes

          • Email Campaigns - Fixed an issue where duplicating a campaign with a long name would cause an error. (PL-47425)
          • Invoices, Estimates - Fixed an issue where items not marked for sale were appearing in the Item dropdowns. (PL-47388)
          • QBDT Sync - Fixed an XML parsing error for Purchase Order when both InventorySiteRef and ShipToEntityRef are being passed. (PL-47405)

          Regards,

          Courtney

        • Method Updates - June 27th, 2024

          The following updates are now live for users of Method

          New Features / Updates

            Fixes

            • QBDT Sync - Fixed an issue where Exchange Rate was not syncing properly with Purchase Orders. (PL-47421)
            • QBDT Sync - The Mobile field is non-syncable for Vendor and Customer, fix to make sure it is not nullifying after sync. (PL-47371)

            Regards,

            Hannah

          • Method Updates - June 26th, 2024

            The following updates are now live for users of Method

            Fixes

            • Email Campaigns - Fixed an issue where emails with a status of "Not sent" were not properly accounted for in the campaign statistics. (PL-47347)
            • Contacts - Fixed an issue where the user was unable to update the name of a duplicate customer. (PL-47318)
            • Safari - Fixed an issue where some components of the interface were inaccessible when using Method on iPad with Safari Browser. (PL-46039)
            • Calendar - Fixed an issue where calendar was intermittently flashing and showing a blank screen. (PL-37632)

            Regards,

            Nicolas

          • Method Updates - June 25th, 2024

            The following updates are now live for users of Method

            Fixes

            • Charts - Fixed an issue where In List was not available for Yes/No fields. (PL-47207)
            • Email Campaigns - Fixed an issue where emails with a status of "Not sent" were not properly accounted for in the campaign statistics. (PL-47347)
            • Contacts - Fixed an issue where the user was unable to update the name of a duplicate customer. (PL-47318)
            • Grids - Fixed an issue that may have caused grids to be slower in some scenarios. (PL-47349)

            Regards,

            Arshi

          • Method Updates - June 21st, 2024

            The following updates are now live for users of Method

            New Features / Updates

            • Email settings - Added a new provider summary page that provides advanced detail on email delivery. (PL-47390)

            Fixes

            • Actions - Fixed an issue where paste below was not working as expected. (PL-42724)

            Regards,

            Courtney

          • Method Updates - June 20th, 2024

            The following updates are now live for users of Method

            New Features / Updates

            • Donations - Updated the mobile grid columns to reduce crowding and show the most relevant information. (PL-36655)

            Fixes

            • Recurrence Widget - Fixed an issue where customers were unable to create recurring work orders. (PL-47253)
            • Payments - Fixed issues experienced when attempting to apply a partial payment to an invoice. (PL-46434)

            Regards,

            Hannah

          • Method Updates - June 18th, 2024

            The following updates are now live for users of Method

            New Features / Updates

            • Time Tracking - Added logic to hide and show relevant button option for QBDT. (PL-42923)

            Fixes

              Regards,

              Arshi

            • Method Updates - June 17th, 2024

              The following updates are now live for users of Method

              New Features / Updates

              • Email Settings - Failure reason will now display when attempting to authenticate a domain. (PL-45308)

              Fixes

              • Estimates - Added logic when a deposit is paid to sync the transaction. (PL-47277)
              • Activites - Fixed the Save & New experience to set focus on the first field after clicking. (PL-22427)

              Regards,

              Harman

            • Method Updates - June 13th, 2024

              The following updates are now live for users of Method

              New Features / Updates

              • Domain Authentication - Admins will now receive an email notification when a new domain is successfully authenticated. (PL-46072)

              Fixes

              • Proposals - Fixed an issue where the recurring payment app routine would stop running if a proposal customer becomes inactive. (PL-47195)
              • Send Email - Fixed an issue where the stock send email screen did not input the email contents on the Activity. (PL-47238)
              • Work Orders - Fixed issues where when choosing a contact the details were not being populated on screen . (PL-47259)

              Regards,

              Hannah

            • Method Updates - June 11th, 2024

              The following updates are now live for users of Method

              New Features / Updates

              • Activities - Added tab view on the list screen. (PL-46303)


                Regards,

                Arshi

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