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Release Notes

  • 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

    • Method Updates - March 18th, 2025

      The following updates are now live for users of Method

      Fixes

      • Actions - Fixed an issue where actions were not processed as expected in some scenarios unless a Show Message was used. (PL-52289)

      Regards,

      Arshi

    • Method Updates - March 17th, 2025

      The following updates are now live for users of Method

      New Features / Updates

        Fixes

        • Estimates - Fixed an issue where converting to invoice was not carrying over line items. (PL-52511)
        • Invoices - Fixed an issue where wait for sync approval was not being respected. (PL-51871)
        • Reports - Fixed an issue where date/time fields in reports were offset by an hour in some specific scenarios. (PL-48359)

        Regards,

        Harman

      • Method Updates - March 14th, 2025

        The following updates are now live for users of Method

          Fixes

          • Editable Grids - Fixed an issue where validation rules were showing for the incorrect field type. (PL-52675)
          • Editable grids - Fixed an issue with the hide/show not displaying correctly on mobile. (PL-52323)
          • Calendar - Fixed incorrect icons for the down arrow and updated the button colors to match our branding. (PL-52077)

          Regards,

          Courtney

        • Method Updates - March 12th, 2025

          The following updates are now live for users of Method

          Fixes

          • Contacts - Fixed an issue where the Portal Test workflow instructions on the View Contact screen were outdated and inaccurate. (PL-52325)
          • Communications History - Fixed an issue where text wrapping caused the grid to get pushed off screen in some scenarios. (PL-50395)

          Regards,

          Nicolas

        • Method Updates - March 11th, 2025

          The following updates are now live for users of Method

          Fixes

          • Calendar - Fixed an issue where users could not search on the waitlist for the customized descriptions. (PL-52032)

          Regards,

          Arshi

        • Method Updates - March 10th, 2025

          The following updates are now live for users of Method

          New Features / Updates

            Fixes

            • Sales Orders - Fixed an issue where the "Closed?" checkbox was checked by default on new sales orders for QBO and Xero users. (PL-52554)
            • Sales Orders - Fixed an issue where line items were missing when converting to an invoice. (PL-52506)

            Regards,

            Harman

          • Method Updates - Mar 7th, 2025

            The following updates are now live for users of Method

            Fixes

            • Email Campaigns - Fixed a typo in the confirmation message after sending a test email. (PL-52587)

            Regards,

            Michael

          • Method Updates - Mar 6th, 2025

            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

          • Method Updates - March 5th, 2025

            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

          • Method Updates - March 4th, 2025

            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

          • Method Updates - Feb 27th, 2025

            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

            • Method Updates - February 26th, 2025

              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

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