Method Community

 

Release Notes

  • Method Updates- May 27, 2022

    The following updates are now live for users of Method

    New Features / Updates

      Fixes

      • QBO - Fixed issue where real-time sync was not working for multi-tenant accounts. (PL-36757)
      • Estimates - Improved the experience when trying to email an estimate to a customer for which none of the billing contacts have an email address on record. (PL-35109)
      • Mobile app- New actionable banner for unstable connection (PL-36350)

      Regards,

      Ayushi

    • Method Updates - May 25th, 2022

      The following updates are now live for users of Method

      New Features / Updates

      • Activities, Donations, Work Orders - Added a 'Reports' link directly on the list screen of these apps for easier navigation. (PL-36662)

        Regards,

        Phil

      • Method Updates - May 24th, 2022

        The following updates are now live for users of Method

          Fixes

          • App Routines - Fixed issue for Multi-tenant accounts where app routines mistakenly appeared as scheduled across all tenants. (PL-36542)
          • Calendar - Fixed missing events on some devices using Safari. (PL-36685)
          • Cases- Fixed an issue where the 'appear in portal' checkbox seemed to be checked after first installing the app but cases still did not appear in the portal. (PL-22625)
          • Multi-tenancy - Fixed an issue where the TenantID field could not be updated. (PL-36742)
          • Cases - Fixed an issue where the follow-up activity comments were not saved correctly. (PL-36558)
          • Portals - Fixed an issue where the follow-up activity comments were not saved correctly. (PL-36570)

          Regards,

          Mamoon

        • Method Updates - May 18th, 2022

          The following updates are now live for users of Method

          New Features / Updates

          • Work Orders - Navigate directly to invoice if only one is being created from the work order list screen. (PL-36531)

          Fixes

          • Attachments Widget - Fixed issue where the file would get corrupted during the upload process in some rare scenarios. (PL-36571)
          • Update Fields in Table - Fixed issue in multi tenant accounts when attempting to update the TenantID field to blank would update it to 0 instead. (PL-36383)
          • Designer - Fixed issue where leading numbers on components were not being shown in action editor. (PL-36124)
          • Designer - Fixed issue with jump to reference feature where newly added components were not working. (PL-36032)
          • Calendar - Removed times from All Day Events on Month View. (PL-36602)
          • Invite User - Fixed issue where attempting to invite a new user on mobile would cause a white screen. (PL-36382)
          • App Ribbons - Fixed an issue where clicking a grid's settings icon in a 1/3 app ribbon panel was causing a blank white screen. (PL-36628)
          • App Ribbon - Fixed an issue where app ribbon screens were not being displayed properly when viewed on mobile. (PL-36629)

          Regards,

          Phil

        • Method Updates - May 11th, 2022

          The following updates are now live for users of Method

            Fixes

            • Tables and Fields - Fixed an error that would occur when trying to save data in picture and file attachment fields in the Users table. (PL-36561)

            Regards,

            Phil

          • Method Updates- May 6, 2022

            The following updates are now live for users of Method

            New Features / Updates

            • Donations - Implemented the address look up component. (PL-34951)
            • Work Orders - 'All time' date range filter. (PL-35860)
            • Work Orders - Buttons menus add shortcuts to Save & Back and Complete & Back. (PL-35704)
            • Work Orders & Field Crew - Display all line items to remove need to pagination. (PL-36528)

            Fixes

            • Estimate Reports - Fixed an issue where the reports weren't being filtered properly when leaving the screen and coming back to it. (PL-35782)
            • Estimates - Fixes issue where a work order was created without an End Date. (PL-36429)
            • Left nav - Fixed issue with spacing of "more apps" section. (PL-36557)
            • New/Edit Activity - Slight improvements to the Create follow up activity section so a new follow up activity doesn't get created each time you open and click save on the original activity. (PL-29950)
            • Work Orders - Fixes issue where recurrence component was still visible when clicking Save & New. (PL-36521)
            • Work Orders - Improved error handling when routing work orders. (PL-35945)

            Regards,

            Ayushi

          • Method Updates - April 28th, 2022

            The following updates are now live for users of Method

            New Features / Updates

            • Google OAuth - Add OAuth Flow Implementation to the Sign in button. (PL-36336)

            Fixes

            • Calendar - Implemented minimum height to calendar component to fix issue with view selection dropdown. (PL-36300)
            • New Import - Issues loading and uploading a file. (PL-36380)
            • Xero - Invoice status not updating to 'PAID' after making payment. (PL-36113)
            • Calendar - Fixes issue where renaming a user generated an error when reassigning an event. (PL-36349)
            • Calendar is blanking out screen when "Set Active RecordID Action is used". (PL-36423)

            Regards,

            Khamil

          • Method Updates- April 22, 2022

            The following updates are now live for users of Method

            New Features / Updates

            • Adds indexing to MongoDB - Import. (PL-35715)
            • signin - xero user has MethodID (Seen before). (PL-36313)

            Fixes

            • Update action in Invoice App routine fails randomly. (PL-36332)
            • Calendar - Fixes issue where actions were not able to reference the components Title and Description values. (PL-25917)
            • New/Edit Opportunity screen - Fixed issue where a change to the probability field would not be saved and revert back to its previous value. (PL-36054)
            • Opportunity Reports - Fixed error when exporting the Opportunity List by Assigned To report to Excel. (PL-35573)

            Regards,

            Ayushi

          • Method Updates - April 20th, 2022

            The following updates are now live for users of Method

            New Features / Updates

            • Calendar - A collapsible side panel reveals more interactive space when scheduling. (PL-35923)

            Fixes

            • Proposals - Fixes Total Amount field calculations. (PL-34800)

            Regards,

            Phil

          • Method Updates - April 14th, 2022

            The following updates are now live for users of Method

            New Features / Updates

            • Modify Xero Sync (to sync these two new fields). (PL-36183)
            • Dashboard- Audit Trail. (PL-35580)
            • Collapsible side panel. (PL-35923)

            Fixes

            • Xero - App(Contacts) Screen(Guest - Customer Transactions) not showing calculated balance. (PL-35852)
            • Xero, New/Edit Estimate - Fields Amount Inc., Rate Inc. and Total have incorrect values on Prod. (PL-36068)
            • Xero - When first creating an invoice or estimate, Rate Incl and Amt Incl are blank. (PL-36043)
            • Xero - Error when creating a custom app and account corruption. (PL-36180)
            • Set hidden PIN field to automcomplete="New-password". (PL-36255)
            • Proposal Money Fields Not Populating with Values. (PL-34800)

            Regards,

            Khamil

          • Method Updates - April 13th, 2022

            The following updates are now live for users of Method

              Fixes

              • Donor Pages - Fixes issue with Processing Fee Item validation. (PL-34634)
              • Work Orders - Improves error handling when routing selected work orders from a list. (PL-35421)

              Regards,

              Phil

            • Method Updates- April 8, 2022

              The following updates are now live for users of Method

              New Features / Updates

              • Calendar - Fixes issues where resource selection was not maintain if multiple calendars where displayed on the same screen. (PL-36092)

              Fixes

              • Xero - invoice - When inserting invoice, getting 2 invoices in xero. (PL-36048)
              • Xero - Items - FullName not populating for items created in Method. (PL-35934)
              • Editable Grids - Fixed an issue where card columns were not properly being considered in search. (PL-35669)
              • Editable Grids - Fixed an issue where card columns were not displaying properly on mobile when the show column total configuration was checked. (PL-35699)
              • Not able to reset Quickbooks file name. (PL-36109)
              • Calendar - Fixes issue where Day View did not display all events when compared to Week View. (PL-36095)
              • Calendar - Fixes issue where events after 8pm were not visible in Day View. (PL-36150)
              • Email Campaigns app - Fixed an issue where clicking on any of the campaign's recipients was not properly navigating to the View Contact screen. (PL-35931)
              • Email Campaigns app - Fixed an issue where additional columns on the Select Contacts grid did not have any captions. (PL-35453)

              Regards,

              Ayushi

            • Method Updates - April 5th, 2022

              The following updates are now live for users of Method

              Fixes

              • Donations - Fixes issue where users were unable to save Payment Method without a Payment Gateway. (PL-35899)
              • Donor Pages - Improved validation for required fields. (PL-35801)
              • Estimates - Fixes error message when converting to Work Order while using Subtotal type item. (PL-34985)
              • Grid Advanced Search - Fixed an issue where using advanced search against Tags would not always return the correct records. (PL-35706)
              • Report Designer - Fixes issue of a missing font for printing bank checks. (PL-35865)
              • Report Designer - Fixes to user interface while saving a report. (PL-35996)
              • Work Orders - Improved validation when routing work orders. (PL-35864)
              • Calendar - Fixes issue where caption was always hidden . (PL-35902

              Regards,

              Mamoon

            • Method Updates - March 28, 2022

              The following updates are now live for users of Method

              New Features / Updates

              • Calendar - All new sign ups will see the new Calendar component by default. (PL-35253)

              Regards,

              Guillermo

            • Method Updates- March 25, 2022

              The following updates are now live for users of Method

              New Features / Updates

                Fixes

                • Action Editor - Fixed issue with loop and retrieve actions not loading properly when using fields that are just numbers. (PL-35915)
                • Designer - Fixed issue with jump to references feature not highlighting the correct action when used in a conditional. (PL-35943)
                • Xero - API Minute Limit - It keeps requeuing failed messages that has a dependency error . (PL-35728)

                Regards,

                Ayushi

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