Method Community

 

Release Notes

  • Method Updates - April 21st, 2025

    The following updates are now live for users of Method

      Fixes

      • Charts - Fixed mobile drilldown showing empty column . (PL-52676)

      Regards,

      Courtney

    • Method Updates - April 15th, 2025

      The following updates are now live for users of Method

      New Features / Updates

      • Notifications - Update the design for our notification system page. (PL-53113)

      Fixes

      • Editable Grids - Fixed an issue with apply filters to a view not working for the first view created. (PL-53460)
      • Editable Grids - Fixed an issue where icon style buttons don't work. (PL-53378)
      • Grid - Fixed save function error when adding value on grid . (PL-53404)

      Regards,

      Arshi

    • Method Updates - April 14th, 2025

      The following updates are now live for users of Method

      New Features / Updates

        Fixes

        • Editable Grids - Fixed an issue with configuring widths in grid builder. (PL-53158)

        Regards,

        Harman

      • Method Updates - April 11th, 2025

        The following updates are now live for users of Method

        New Features / Updates

        • Calendar - Added the ability to hide or or set default the sidebar elements. (PL-52267)

        Fixes

        • Dashboard - Fixed screen to load last dashboard tab visited. (PL-50245)
        • Actions - Fixed an issue where the Loop Through Table action skipped records in some scenarios. (PL-47700)
        • Chart - Fixed filtering issue with session screen active RecordID. (PL-50667)

        Regards,

        Courtney

      • Method Updates - Apr 9th, 2025

        The following updates are now live for users of Method

        New Features / Updates

        • Time Tracking - Fixed an issue where Time Tracking entries were showing the wrong time on the Work Order app ribbon. (PL-52503)

          Regards,

          Nicolas

        • Method Updates - Apr 3rd, 2025

          The following updates are now live for users of Method

          New Features / Updates

            Fixes

            • Stock Apps - Fixed an issue where sending SMS did not save transactions resulting in edits being lost (Invoices, Sales Receipts, Sales Orders, Payments) . (PL-53148)

            Regards,

            John

          • Method Updates - April 2nd, 2025

            The following updates are now live for users of Method

            New Features / Updates

            • Invoices - Implemented view payment button on New/Edit Invoice. (PL-52171)

            Fixes

            • Cases - Fixed an issue where attachments were not carried over to a transaction's send email . (PL-52640)
            • Donations - Fixed an issue where donation plan's were not appearing in the audit trail when cancelled. (PL-51641)
            • Actions - Fixed an issue where the Add Attachment To RecordID action did not work as expected in some Multi-Tenant scenarios. (PL-52541)

            Regards,

            Nicolas

          • Method Updates - April 1st, 2025

            The following updates are now live for users of Method

            New Features / Updates

            • Invoices - Implemented view payment button on New/Edit Invoice. (PL-52171)

            Fixes

            • Cases - Fixed an issue where attachments were not carried over to a transaction's send email. (PL-52640)
            • Donations - Fixed an issue where donation plans were not appearing in the audit trail when cancelled. (PL-51641)
            • Actions - Fixed an issue where the Add Attachment To RecordID action did not work as expected in some Multi-Tenant scenarios. (PL-52541)

            Regards,

            Arshi

          • Method Updates - March 31st, 2025

            The following updates are now live for users of Method

            New Features / Updates

              Fixes

              • Editable Grid - Fixed an issue where the "Select all records" and "Clear selection" links did not appear when selecting records in some scenarios. (PL-51781)
              • Send SMS - Fixed an issue where the action threw a formatting validation error in some scenarios even when the phone number was formatted correctly. (PL-52577)
              • QBDT Sync – Fixed an issue where showing incorrect "Disconnected" status on sync page when connected. (PL-52910)

              Regards,

              Harman

            • Method Updates - March 28th, 2025

              The following updates are now live for users of Method

                Fixes

                • QBO Sync - Fixed an issue where customer was getting aborted error on sync. (PL-53042)

                Regards,

                Courtney

              • Method Updates - Mar 27th, 2025

                The following updates are now live for users of Method

                New Features / Updates

                  Fixes

                  • Sync System Pages - Fixed an issue where users were unable to run" Changes only Sync" from Method browser. (PL-52602)
                  • Proposals - Resolved issue where images and links were not displaying on templates . (PL-52994)
                  • Payments - Fixed an issue where the SMS character limit was incorrect . (PL-52954)
                  • Payments - Fixed an issue where merge field was not displaying in email preview. (PL-52913)

                  Regards,

                  John

                • Method Updates - March 26th, 2025

                  The following updates are now live for users of Method

                    Fixes

                    • Editable Grids - Fixed an issue where dropdowns were not spanning the entire column. (PL-53003)

                    Regards,

                    Nicolas

                  • Method Updates - March 21st, 2025

                    The following updates are now live for users of Method

                      Fixes

                      • Grid Builder - Fixed an issue with Mailchimp. (PL-52848)
                      • Estimates- Fixed an issue where the total was not updating after deleting the line Items. (PL-52637)
                      • Work Orders - Fixed an issue where some controls overlapped each other in some scenarios. (PL-51713)
                      • Sales Receipts, Work Orders - Fixed an issue where the SMS character limit was not validated properly. (PL-52005)
                      • App Ribbon - Resolved issue where app ribbon randomly disappears when accessing the contacts screen . (PL-52662)

                      Regards,

                      Courtney

                    • Method Updates - Mar 20th, 2025

                      The following updates are now live for users of Method

                      New Features / Updates

                      • Email - Fixed an issue where email history was removed after trial period. (PL-47019)

                      Fixes

                      • Sales Orders, Proposals - Fixed an issue where the SMS character limit was not properly validated. (PL-52899)
                      • Invoice - Resolved an issue where customer emails were missing on invoices created from an opportunity. (PL-52815)
                      • Email Settings - Fixed an issue where customers were unable to save custom server settings. (PL-52566)
                      • Sync System Pages for QBDT - Fixed an issue where the status shows disconnected even when connected. (PL-52660)

                      Regards,

                      John

                    • Method Updates - March 19th, 2025

                      The following updates are now live for users of Method

                      New Features / Updates

                      • Signup - Updated 'Signup with Intuit' button to attract QBO users and guide QBDT users to alternative signup methods. (PL-50739)

                      Fixes

                      • Email Settings - Fixed an issue where email signature was not saving. (PL-52680)
                      • Transactions - Fixed an issue where the SMS character limit was not being validated properly. (PL-52006)
                      • Items - Fixed an issue on the New/Edit Inventory Part screen where the "Purchase" header became hidden in some scenarios. (PL-52853)

                      Regards,

                      Nicolas

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