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

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

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

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

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

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

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

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

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

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