The following updates are now live for users of Method

New Features / Updates

• Grid builder V2 - Additional improvements and fixes (Dark). (PL-52578)

Fixes

• Contacts - Fixed an issue where the Next Activity Date field held an incorrect value in some scenarios. (PL-44807)

Regards,

John

The following updates are now live for users of Method

New Features / Updates

• Date Functions - Added more functions to return specfic dates. (PL-52330)

Fixes

• Send Transaction Email - Fixed an issue where attachments linked to the selected email template did not automatically get pulled in. (PL-52207)
• Work Orders - Fixed logic to respect the Email From field from the respective email template. (PL-52211)
• Web To Lead - Improved edit link dialogue box UI visibility . (PL-50968)

Regards,

Nicolas

The following updates are now live for users of Method

New Features / Updates

• Date Functions - Added more functions to return specific dates. (PL-52330)

Fixes

• Send Transaction Email - Fixed an issue where attachments linked to the selected email template did not automatically get pulled in. (PL-52207)
• Work Orders - Fixed logic to respect the Email From field from the respective email template. (PL-52211)
• Web To Lead - Improved edit link dialogue box UI visibility . (PL-50968)

Regards,

Arshi

The following updates are now live for users of Method

New Features / Updates

Fixes

• Work Orders - Fixed logic to respect the from field in the email template. (PL-52211)
• Proposals - Fixed an issue where the recurring payments app routine did not properly handle currency, leading to errors. (PL-51823)
• Estimates - Fixed an issue where users with capital letters in their email address received an error when emailing an estimate. (PL-52335)
• Push Notifications- Fixed issue where notifications were not being sent to users who had updated their email. (PL-52214)

Regards,

John

The following updates are now live for users of Method

New Features / Updates

• Editable Grids - Updated Export copy to be Export to CSV. (PL-52272)

Fixes

• Sync Conflict - Fixed an issue with the multipage selection criteria. (PL-51981)

Regards,

Nicolas

The following updates are now live for users of Method

Fixes

• Sales Reps - Fixed an issue where the Name dropdown became unfiltered upon clicking Save & New. (PL-52155)
• Attachments - Fixed an issue where the Add Attachment to RecordID action caused errors in some scenarios. (PL-52054)
• Sync Conflict - Fixed an issue where the unlink to Txn option was missing on Invoice conflicts. (PL-52053)
• Payments - Fixed an issue where payments were processed successfully but a ReceivePayment record was not created. (PL-51843)

Regards,

Arshi

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

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

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

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

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

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

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

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

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