Method Community

 

Release Notes

  • Method Updates - March 21st, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Work Orders, Field Crew - Now available for Xero users. (PL-39971)

    Fixes

    • Terms - Fixed several issues related to save buttons not functioning properly and missing validation. . (PL-40254)
    • Payments - Fixed an issue where navigating to the Guest - Pay Now screen directly from an email resulted in an error in the balance. (PL-35936)

    Regards,

    Nicolas

  • Method Updates - March 16th, 2023

    The following updates are now live for users of Method

    Fixes
    • Payments - Fixed duplicate entries into Payment transaction log. (PL-40284)
    • Proposals - Fixed editable grid not showing up properly on mobile. (PL-39658)
    Regards,
    Khamil

  • Method Updates - March 14th, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Merge identity-server to ms-authenticaiton repo master branch . (PL-39882)
    • Work Orders - Added option to filter by Cancelled work orders on reports screen. (PL-24037)

    Fixes

    • Import- Fixed an issue where all tables were not available to select, modified Update/Import option to auto disable or enable depending on tables supporting edit/ insert . (PL-39763)

    Regards,

    Nicolas

  • Method Updates- March 10, 2023

    The following updates are now live for users of Method

    Fixes

    • QBDT - Fixed an issue where the line item quantity value was rounded after syncing to QuickBooks sales receipts (PL-38906)
    • Export - Fixed an issue with JobType and JobStatus tables missing under Tables & Fields. (PL-40040)

    Regards,

    Ayushi

  • Method Updates - March 8th, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Work Orders, Field Crew - Changed the name of the calendar screens in these apps from just "Calendar" to "Work Order Calendar" and "Field Crew Calendar". (PL-40107)

    Fixes

    • Screen Load - fixed an issue that caused screens to take longer than usual to load. (PL-40026)
    • Editable Grid - Fixed an issue where updating a dropdown object on screen from the grid's row click event did not work. (PL-39904)
    • Donor Pages - Program field is no longer required to be populated. (PL-16332)

    Regards,

    Hannah

  • Method Updates- March 7th, 2023

    The following updates are now live for users of Method

    New Features / Updates

      Fixes

      • Screen Load - fixed an issue that caused screens to take longer than usual to load. (PL-40026)
      • Donor Pages - Program field is no longer required to be populated. (PL-16332)

      Regards,

      Nicolas

    • Method Updates- March 3, 2023

      The following updates are now live for users of Method

      New Features / Updates

      • Work Orders - Updated the Create Invoice button on New / Edit Work Orders, so if an invoice has already been created, the user gets redirected to the associated invoice. (PL-40049)


        Regards,

        Ayushi

      • Method Updates - March 2nd, 2023

        The following updates are now live for users of Method

        New Features / Updates

        • Portal Settings- Added an ability to navigate to Payment Settings directly and see the connected status of your gateway. (PL-39896)

        Fixes

        • Multi-Tenancy - Fixed an issue where editable grids and the Save All action were not saving changes to cross-tenant records in the Users table. (PL-39440)
        • Purchase Orders - Fixed an issue where description-only lines were allowed to be entered, despite it not being supported in the sync, and therefore resulting in a sync conflict (QBO only). (PL-38937)
        • Sales Orders - Updated the print template to current version (Xero). . (PL-38187)

        Regards,

        Khamil

      • Method Updates - February 28th, 2023

        The following updates are now live for users of Method

        New Features / Updates

        • Bills - Updated the Unpaid (Open) Bills list filter to match the count on the dashboard app tile. (PL-29814)
        • Work Orders - Added the “All Time” option to the Date Range filter on the list screen and removed the radio button, for a cleaner and more intuitive experience. (PL-39916)

        Fixes

        • Permissions- Fixed an issue where request Admin permission, button had a broken redirect. (PL-39936)
        • Mobile- Fixed an issue where Google calendar got disconnected when logging in through Method App. (PL-39994)

        Regards,

        Nicolas

      • Method Updates- February 24, 2023

        The following updates are now live for users of Method

        New Features / Updates

        • Proposals — Modify Take Payment functionality on View Proposal screen. (PL-39837)

        Fixes

        • Account creation— Added ShipMethod to be regenerated on signup process to make it accessible by the customer. (PL-39879)

        Regards,

        Ayushi

      • Method Updates- February 21st, 2023

        The following updates are now live for users of Method

        New Features / Updates

          Fixes

          • Text Input - Fixed an issue where the account preference for negative numbers display was not reflected in text inputs. (PL-22015)
          • Cells - Fixed an issue where cell background colors were not displaying the same colors as other objects. (PL-26703)

          Regards,

          Nicolas

        • Method Updates - February 16th, 2023

          The following updates are now live for users of Method

          New Features / Updates

          • Work Orders - Added tabs to switch between the Work Order List and Calendar. (PL-37555)
          • View Contact & Edit Entity - Removed the obsolete "Campaign" field from these screens. (PL-39899), PL-39898, PL-39892)

          Fixes

          • Invoices - Fixed error thrown when BillAddressLine 1-5 > 41 chars. (PL-39773)
          • Proposals - Fixed error when accepting a proposal via the View Proposal screen. (PL-39829)
          • Proposals - Fixed error when trying to accept a Proposal on Xero. (PL-39188)

          Regards,

          Khamil

        • Method Updates- February 14th, 2023

          The following updates are now live for users of Method

          New Features / Updates

          • Tables & FIelds - Added "All Time" as a new option in the TimeRange table for all accounts. (PL-39499)

          Fixes

          • Proposals - Fixed an issue where there was no preference for the Terms Engagement Letter and a proposal was created. (PL-39844)
          • Proposals - Fixed the mobile view on the View Proposal screen. (PL-39633)
          • Portal - Removed unnecessary text component from Customer Edit screen. (PL-39814)
          Regards,

          Nicolas

        • Method Updates- February 10, 2023

          The following updates are now live for users of Method

          New Features / Updates

          • Purchase Orders - Add terms dropdown for QBO and QBOG accounts. . (PL-39681)

          Fixes

          • Editable Grid - Fixed an issue where clicking a card column was not triggering the Row Click event. (PL-39656)

          Regards,

          Ayushi

        • Method Updates - February 8th, 2023

          The following updates are now live for users of Method

          New Features / Updates

          • Proposals - Added a dropdown to set the Engagement Letter Template preference. (PL-39641)
          • Proposals - Updated the portal screen to use a stepper instead of tabs. (PL-39631)
          • Accounts - Added the FullName field to the Accounts list for QBDT Accounts. (PL-39732)

          Fixes

          • Import/Export- Reduced the number of API calls from export and imposed limitations on import file parsing to prevent service interruptions. (PL-39694)
          • Proposals - Fixed an issue where the Previous button was missing on the Terms step when creating a proposal. (PL-39822)

          Regards,

          Hannah

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