Method Community

 

Release Notes

  • Method Updates - August 17th, 2022

    The following updates are now live for users of Method

    New Features / Updates

    • Retrieve Values from Table action - Can now retrieve data from the Emails Sent database previously only available under Account Settings. (PL-36511)
    • Editable Grid - Can now display data from the Emails Sent database previously only available under Account Settings. (PL-36840)

    Regards,

    Phil

  • Method Updates - August 16th, 2022

    The following updates are now live for users of Method

      Fixes

      • Editable Grids - Fixed an issue where the horizontal scroll bar would not correctly appear for grids set to read-only. (PL-37439)
      • Grids - Fixed an issue where using the Day of Month and Day of Week comparisons in advanced search would not show proper results. (PL-33341)
      • Tables and Fields - Fixed an issue where reserved words were not being validated when creating a table or field. (PL-37289)

      Regards,

      Mamoon

    • Method Updates - August 15th, 2022

      The following updates are now live for users of Method

      New Features / Updates

        Fixes

        • Buttons - Fixed an issue where full widget hidden buttons still had padding applied. (PL-37584)
        • Sync Engine - Fixed an issue where some users were getting an "Invalid column name ListID". (PL-37668)
        • Work Orders - Fixed an issue where in some scenarios, work orders were getting assigned to MethodSupport. (PL-37539)

        Regards,

        Michael

      • Method Updates- August 12, 2022

        The following updates are now live for users of Method

        New Features / Updates

        • Multi-Tenancy- Billing improvements. (PL-37460)

        Fixes

        • Export - Fixed an issue where users could not add spaces in script builder. (PL-37619)
        • Editable Grids - Fixed an issue where a validation error would occur on linked fields. (PL-37592)
        • Grids - Fixed a paging issue that stopped users from seeing results after refreshing a grid in some scenarios. (PL-34317)
        • Import - Fixed an issue where decimals were being validated incorrecly. (PL-37510)
        • Import - Fixed an issue where summary tile text said "inserted" instead of "updated" for updated records. (PL-37469)
        • Xero - Fixed an issue where clicking receive payment was throwing validation error. (PL-37361)

        Regards,

        Ayushi

      • Method Updates - August 8th, 2021

        The following updates are now live for users of Method

        New Features / Updates

          Fixes

          • Buttons - Fixed an issue where disabled buttons still had a hover state. (PL-37512)
          • Estimates, Invoices - Fixed an issue for Xero accounts where the status label would overlap with other components on screen in certain scenarios. (PL-37260)

          Regards,

          Michael

        • Method Updates - August 4th, 2022

          The following updates are now live for users of Method

          New Features / Updates

          • Grids - Updated Export CSV Email Template to match other templates. (PL-22963)

          Fixes

          • Calendar - Fixed an issue that caused the old resource name to be displayed for recently modified users. (PL-37389)
          • Import - Fixed issue where mapping TenantID was causing an error. (PL-37511)
          • Apps- Fixed an issue where screen copying did not append version number after title for Panel screens. (PL-35817)
          • Calendar - Fixed an issue that generated an error when trying to refresh a hidden calendar. (PL-37432)
          • Export - Fixed an issue where exported dates were zeroed out on the cell. (PL-37545)
          • Multi-tenancy- Fixed an issue where tenant accounts were getting a trial period. (PL-37383)
          • Multi-tenancy - Fixed an issue to update 'sign up country'. (PL-37391)

          Regards,

          Ayushi

        • Method Updates - August 2nd, 2022

          The following updates are now live for users of Method

            Fixes

            • Email campaigns - Fixed an issue where the recipient count was inaccurate on campaigns sent via the legacy Email Campaigns app. (PL-35342)
            • Export - Fixed minor UI issues. (PL-37443)
            • Import - Fixed an issue where the audit trail was not logging import history. (PL-37467)
            • Portals- Fixed an issue where the GetRightPanel error was present. (PL-35743)

            Regards,

            Mamoon

          • Method Updates - July 27th, 2022

            The following updates are now live for users of Method

            New Features / Updates

              Fixes

              • Entity Fixed an issue where Vendor Attachments were not appearing on the Entity screen. (PL-37227)
              • Tags - Fixed an issue where the caret icon was misaligned. (PL-37472)
              • Multi-tenancy - Fixed an issue where the Export - TenantID field was not visible. (PL-37390)
              • Multi-tenancy - Fixed an issue to update the 'sign up method' in M: N flow. (PL-37277)

              Regards,

              Ayushi

            • Method Updates - July 26th, 2022

              The following updates are now live for users of Method

              New Features / Updates

              • Contacts App - When clicking the "Import" button on the Contact List screen, navigate directly to the Import Tool vs. going to the Import screen in the Contacts app first. (PL-37395)

              Fixes

              • Estimates - Fixed an issue with creating work orders that are occasionally assigned to the incorrect customer. (PL-37328)
              • Send Email App- Fixed an issue where create activity follow-up option was incorrectly hidden in the Send Email app. (PL-37076)
              • Xero - Fixed an issue where the currency session variable was not correctly populating. (PL-36989)
              • Xero - Fixed New / Edit Payment screen Show Message that mentioned 'Quickbooks'. (PL-37240)

              Regards,

              Mamoon

            • Method Updates - July 25th, 2022

              The following updates are now live for users of Method

                Fixes

                • Activities - Improved the captions and labels on the Activity Reports screen to make them more intuitive. (PL-36666)
                • App Ribbon - Fixed an issue where the Back arrow required two clicks in the 1/3 app ribbon panel. (PL-36627)
                • Calendar - Fixed an issue with fonts changing when switching between calendar views. (PL-37351)
                • Cases - Improved captions and labels to make them more intuitive and aligned with the rest of the apps. (PL-36667)
                • Cases -Updated back button to go back to browser history. (PL-36413)
                • Editable Grid - Fixed an issue where the Row Click event did not get triggered on mobile when clicking a card column. (PL-37250)
                • Export - Fixed an issue exporting fields with special characters. (PL-37417)
                • Import - Fixed issue that forced users to map name for entity table during an update. (PL-37365)
                • Items- Filters were added to dropdowns to ensure that users only see valid options to select. (PL-34970)
                • Opportunities - Improved the captions and labels on the Opportunity Reports screen to make them more intuitive and fixed an issue where navigating away from the screen would not save the filters you had set up. (PL-36664)
                • Outlook Gadget - Fixed an issue where the list screens in the Gadget were extending off the side of the screen, and some columns were not visible. (PL-37339)
                • Xero - Fixed an issue where selecting an invoice on the New/Edit Payment screen was throwing an error. (PL-37196)

                Regards,

                Mamoon

              • Method Updates - July 20th, 2022

                The following updates are now live for users of Method

                New Features / Updates

                • Activities, Opportunities - Implemented more user-friendly validation messages on the HTML Editors featured on New/Edit Activity and New/Edit Opportunity. (PL-34662)

                Fixes

                • Opportunities - Changed the link within the Opportunity Type dropdown to 'New/Edit Opportunity Type' instead of 'New/Edit Opportunity Type List'. (PL-37199)
                • Sales Orders - Fixed an issue where the customer name was being duplicated in the billing address of sales orders for Xero accounts. (PL-37186)
                • Cases - Fixed an issue where the Delete button on the Manage Case Origin screen was missing a caption. (PL-37068)

                Regards,

                Phil

              • Method Updates - July 19th, 2022

                The following updates are now live for users of Method

                Fixes

                • App Ribbon - Fixed an issue where the Back arrow required two clicks in the 1/3 app ribbon panel. (PL-36627)
                • Calendar - Fixed issue where changing a username would not update the calendar resource. (PL-36431)
                • Dropdowns - Fixed the click area, making it larger and easier to click. (PL-36515)
                • Editable Grid - Fixed an issue where the Row Click event did not get triggered on mobile when clicking a card column. (PL-37250)
                • Calendar - Fixed an issue on non-vertical views where the wrong resource we being used to create an event. (PL-37152)

                Regards,

                Mamoon

              • Method Updates - July 18th, 2022

                The following updates are now live for users of Method

                New Features / Updates

                • Export - New and improved way to export data from Method accessible via the Integrations system page. (PL-36584)

                  Regards,

                  Michael

                • Method Updates - July 14th, 2022

                  The following updates are now live for users of Method

                  New Features / Updates

                    Fixes

                    • Import - Fixed an issue where upload timestamp was incorrect. (PL-37297)
                    • Import - Fixed an issue where QB custom fields were being filtered out of mapping screen. (PL-37232)
                    • Payments - Fixed an issue where Xero accounts were throwing validation errors when trying to receive payments. (PL-37195)

                    Regards,

                    Khamil

                  • Method Updates - July 13th, 2022

                    The following updates are now live for users of Method

                      Fixes

                      • App Routines - Fixed an issue that prevented some screen action sets from being copied to an app routine. (PL-37112)
                      • Contacts - Fixed an issue where the import button on the Contact List screen would direct users to the old import tool instead of the new tool. (PL-37108)

                      Regards,

                      Phil

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