Method Community

 

Release Notes

  • Method Updates - Oct 21st, 2024

    The following updates are now live for users of Method

    New Features / Updates

      Fixes

      • Charts - Fixed an issue with the Compare As options being hidden when working with dates filters. (PL-49386)
      • Sign-up page - Fixed an issue where the header overlapped main content. (PL-49405)

      Regards,

      Harman

    • Method Updates - October 18th, 2024

      The following updates are now live for users of Method

      New Features / Updates

      • Sales Order - Added error handling when sending SMS over 160 characters. (PL-49388)
      • Work Orders - Added error handling when sending SMS over 160 characters. (PL-49385)

      Fixes

      • Send Transaction SMS - Fixed an issue where the wrong default message was populating the Edit & Send SMS screen. (PL-49420)
      • Work Orders - Fixed an issue where the tax code "No VAT" was not being shown for QBOG. (PL-48203)

      Regards,

      Courtney

    • Method Updates - October 15th, 2024

      The following updates are now live for users of Method

      New Features / Updates

      • Grids - Improved paging UI for editable grids. (PL-49061)
      • Work Orders - Added external reminders support for recurring schedules. (PL-48351)

      Fixes

      • Grids - Fixed an issue with paging for firefox. (PL-49319)
      • Editable Grid - Fixed an issue where grid flickered when rendering a large list. (PL-49362)
      • Donations - Fixed a problem where recurring donations were not being processed for QBOG. (PL-49400 )
      • Send Email - Fixed the hyperlink for the portal when previewing transaction emails. (PL-49373 )
      • Activites - Fixed an issue where the end date disappeared when selecting phone call incoming/outgoing as the type. (PL-49394 )

      Regards,

      Nicolas

    • Method Updates - October 11th, 2024

      The following updates are now live for users of Method

        Fixes

        • Work Orders - Fixed an issue where the child items of a group item were being removed and not carried to the invoice. (PL-49296)
        • Work Orders - Fixed an issue where work orders with the same start and end date were not appearing in print reports. (PL-49344)

        Regards,

        Courtney

      • Method Updates - October 10th, 2024

        The following updates are now live for users of Method

        Fixes

        • Attachments - Fixed an issue where files under 50MB limit were failing to upload. . (PL-49178)
        • Items - Fixed an issue where items were not showing when searching with cost price ending in zero . (PL-48485)

        Regards,

        Hannah

      • Method Updates - Oct 9th, 2024

        The following updates are now live for users of Method

        Fixes

        • 
Payments - Fixed the "B001 - fnSetAccounting_CleanUp" error when attaching an Invoice to a payment record. (PL-49250)

        Regards,

        Nicolas

      • Method Updates - Oct 7th, 2024

        The following updates are now live for users of Method

        New Features / Updates

        • Chips - The cursor now focuses on the search field to remove the need for having to click on the field. (PL-48419)
        • Sync System V4 Pages - Fixed the sentence case for all headings and titles. (PL-46631)

        Fixes

        • Grids - Fixed an issue with grid sizing when used in a screenlet. (PL-49130)
        • QBDT - Fixed buttons on the sync instructions page. (PL-44177)
        • Mobile App - Fixed an issue where some text fields were appearing as password fields in the Work Order/Field Crew apps. (PL-45738)
        • Bills - Fixed the "B001-fnSetAccounting_CleanUp" error when creating Bills from Purchase Orders. (PL-49261)

        Regards,

        Harman

      • Method Updates - October 4th, 2024

        The following updates are now live for users of Method

        New Features / Updates

        • Donations - Improved logic to handle inactive customers and assignees on recurring donations. (PL-49117 )

        Fixes

        • Contacts - Fixed an issue of updating the Title field while editing the contact. (PL-47622)
        • Send Transaction Email - Fixed an issue where the estimates default email was not populating accurately. (PL-49169)

        Regards,

        Courtney

      • Method Updates - October 3rd, 2024

        The following updates are now live for users of Method

        New Features / Updates

        • Proposals - Updated screens to show the offer expiry date and implement new status pills. (PL-48756)
        • Proposals - Updated the send proposal show message if settings are requiring payment but no payment gateway is set-up. (PL-49086)

        Fixes

        • Grids - Fixed an issue with grid sizing when used in a screenlet. (PL-49130)
        • Email Settings - Fixed an issue where Communication Settings incorrectly show the account is using Custom Servers. (PL-49062)
        • Attachments Component - Fixed an issue where the file upload component is failing to upload fill with 39MB . (PL-45802)

        Regards,

        Hannah

      • Method Updates - Oct 2nd, 2024

        The following updates are now live for users of Method

        New Features / Updates

        • New/Edit Items & Payments - Updated screens to ensure inactive income accounts cannot be selected. (PL-43624)
        • Work Orders - Added the ability send automated customer reminders. (Pl-42564)

        Fixes

        • QBO - Improved the workflow when someone tries to update the inactive customer in Method. (PL-49060)
        • Work Orders - Fixed an issue where CC and BCC were not being sent for the work order notification email. (PL-49032)
        • Send Transaction Email - Fixed an issue where the preview would not open for a newly added contact. (pl-49070)

        Regards,

        Nicolas

      • Method Updates - Sept 30th, 2024

        The following updates are now live for users of Method

        New Features / Updates

        • Charts - Improved the UI for when charts aren't correctly setup. (PL-42510)
        • Grids - Improved the UI for when no records are found in editable grids. (PL-48421)
        • Chips - Fixed the sizing of chips. (PL-47149)
        • Chips - Updated text searches to default to Contains instead of Is. (PL-48938)

        Fixes

        • Charts - Fixed an issue where the right panel would collapse in some scenarios in the designer. (PL-48473)
        • Charts - Fixed issues related to the filter menu overlapping. (PL-47524)
        • Chips - Fixed an issue with the advanced chips not being removed when its empty. (PL-48426)
        • Email Settings - Fixed an issue where the Edit Settings button was not working. (PL-48889)
        • Email Settings - Fixed an issue where the Test Again button was not working. (PL-48900)
        • Communications History - Fixed an issue where emails sent from verified domains were incorrectly categorized. (PL-47203)
        • Email Settings - Fixed an issue where the test button did not work after entering custom SMTP credentials . (PL-48595)
        • Tables and Fields - Fixed an issue where OpportunityLine stock fields were labeled as custom instead of Method. (PL-46246)

        Regards,

        Harman

      • Method Updates - September 26th, 2024

        The following updates are now live for users of Method

        New Features / Updates

        • QBO - Fixed the issue where the order of the line items was changing after adding the Group Items. (PL-48505)
        • Gmail Sidebar - Added a feature for the Xero SSO option enabled. (PL-46807)

        Fixes

        • Estimates - Fixed an issue where the DepositAmount field was incorrectly updating after a deposit had been collected. (PL-48782)
        • Items - Fixed an issue where items were not showing when searching with cost price ending in zero. (PL-48485)
        • Map - Fixed an issue where the mapping function was not generating a mapping route based on the order of the grid. (PL-47338)

        Regards,

        Hannah

      • Method Updates - September 19th, 2024

        The following updates are now live for users of Method

        New Features / Updates

        • Proposals - Updated the list screen with the expiry date column for relevant filters and improved the email activity comments. (PL-48729)
        • Show new Invite User email template for all Users. (PL-44753)
        • Xero Onboarding - Coming from verticals directly like Field Services is not giving users option to connect with Xero . (PL-48805)

        Fixes

        • Grids - Fixed an issue with updating drop downs using actions. (PL-48720)
        • Transactions - Fixed an issue where the date on the invoice, estimate or sales order would update if the customer was updated. (PL-48836)

        Regards,

        Hannah

      • Method Updates - September 18th, 2024

        The following updates are now live for users of Method

        New Features / Updates

        • Items - Removed the IsAvailableForReorder checkbox for item types that are not applicable in the reorders flow. (PL-48810)
        • Payments - The Payment Method field is no longer required on the New/Edit Payment screen. (PL-48749)
        • Work Orders - Updated the bulk invoicing logic to pull in the default Terms set in QuickBooks Online. (PL-43304)

        Regards,

        Nicolas

      • Method Updates - September 17th, 2024

        The following updates are now live for users of Method

        New Features / Updates

        • Gmail Sidebar - Added a feature for the new sign-in UI and SSO options (Intuit, Google, Apple, Microsoft) enabled. (PL-46810)

        Fixes

        • Gmail Sidebar - Fixed an issue with work orders created from the sidebar showing the wrong date and time on the calendar. (PL-48781)

        Regards,

        Arshi

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