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Release Notes

  • 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

        • Method Updates - January 27th, 2025

          The following updates are now live for users of Method

          New Features / Updates

          • Grids - Fixed an issue where button orders were not showing in some scenarios. (PL-51215)
          • HTML Editor - Improved the "Field Contains Malicious Values” validation rule to prevent more problematic values. (PL-50969)
          • Send Email - Updated the formatting of the text informing the user when they're viewing a stock template that can't be edited; now displayed as a banner. (PL-51014)

          Fixes

          • Grids - Fixed an issue where total row was showing even if no records in grid. (PL-49970)
          • Grids - Fixed an issue with padding not being the correct size. (PL-51051)
          • Calendar - Improvements to prevent malicious scripts and rendering. (PL-50864)

          Regards,

          Harman

        • Method Updates - January 21st, 2025

          The following updates are now live for users of Method

          New Features / Updates

          • Contacts - Improved validation and error messaging to prevent the ability to try and create a sub-customer with itself as the parent. (PL-51070)

          Fixes

          • Cases - Fixed an issue where submitting a new case via the portal resulted in an error if the default 'assigned to' had been deactivated. (PL-51075)
          • Estimates - Fixed an issue where approving an estimate was returning an error due to the push notification action. (PL-51111)

          Regards,

          Arshi

        • Method Updates - January 20th, 2025

          The following updates are now live for users of Method

          New Features / Updates

            Fixes

            • Chips - Fixed an issue with using advanced chips not setting putting focus on the most recently added criteria. (PL-50360)
            • Grids - Fixed a UI issue where hover states were missing for icon buttons. (PL-50027)
            • Chips - Fixed a UI issue where hover states were missing. (PL-49920)
            • Chips - Fixed an issue where users were sometimes unable to edit the start date when using a range. (PL-49787)
            • App Routines - Fixed issue where app routines failed when original creator was made inactive. (PL-50832)

            Regards,

            Harman

          • Method Updates - January 16th, 2025

            The following updates are now live for users of Method

            New Features / Updates

            • Activities - Improved UI when making bulk updates. (PL-51072)

            Fixes

            • Grids - Fixed an issue where checkboxes were unresponsive on editable grids. (PL-50799)
            • Charts - Fixed an issue with data field on drill down grids. (PL-51059)
            • New Contact - Fixed some padding issues around the "what type of contact would you like to add" radio button. (PL-49288)

            Regards,

            John

          • Method Updates - January 14th, 2025

            The following updates are now live for users of Method

            New Features / Updates

            • Proposals - Updated portal homepage tile to navigate users to their sent proposals. (PL-50759)
            • Proposals - Added usage warning when previewing an email. (PL-50932)

            Fixes

            • Bills - Fixed an issue where the exchange rate was not updating when selecting a new customer. (PL-50843)

            Regards,

            Arshi

          • Method Updates - January 13th, 2025

            The following updates are now live for users of Method

            New Features / Updates

            • Invoices, Estimates, Sales Orders, Work Orders - Added email warning limit when previewing email. (PL-50886)
            • Work Orders - Improved UI and copy for the preferences screen. (PL-50755)
            • Transactions | Sales Receipts - New / Edit Sales Sales Receipt | Add Usage Warning Message Inside Confirmation Modal. (PL-50930)

            Fixes

            • Branding - Fixed an issue with the main account logo overriding tenant account email templates. (PL-50965)

            Regards,

            Harman

          • Method Updates - January 9th, 2025

            The following updates are now live for users of Method

              Fixes

              • Sales Receipt, Purchase Orders - Fixed issue where exchange rate was not updating when updating customer. (PL-50844)
              • Sales Receipt - Added option to add attachments to email. (PL-50368)
              • Proposals - Updated url when payment gateway is empty during the Preview & Send warning. (PL-49536)
              • Payments - Fixed the email payment confirmation to show it was sent by the user email instead of the username. (PL-49293)

              Regards,

              John

            • Method Updates - January 7th, 2025

              The following updates are now live for users of Method

              Fixes

              • Estimates - Improved logic so the exchange rate is updated when selecting a new customer. (PL-50808)
              • Portal - Fixed inconsistent button placement on estimates mobile experience. (PL-50757)
              • Portal - Improved padding between app tiles on customer home. (PL-50756)
              • Portal - Fixed incorrectly labelled save button layout in the customer edit experience. (PL-49259)
              • Portal - Fixed inconsistent button layout when saving a customer. (PL-49254)
              • Payments - Fixed logic to avoid an execution error when saving payment with DepositTo AccountType and not equal to Bank. (PL-50675)
              • Proposals - Fixed issue where currency & parentheses do not appear properly on screen. (PL-50760)

              Regards,

              Arshi

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