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Release Notes

  • Method Updates - June 9th, 2021

    The following updates are now live for users of Method

      Fixes

      • Donor Pages app - Accessibility improvements to Get Notified screen. (PL-32720)
      • App Routine System Page - Fix to browser back behavior, now appropriately leads to Account Settings. (PL-32686)
      • Donations app - Accessibility improvements to Donation Email Editor. (PL-32526)
      • Donation Reports - Accessibility Improvements. (PL-32548)
      • Portal - Bug fix where using the Test Drive feature for the Portal was not loading the Portal navigation. (PL-32715)

      Regards,

      Phil

    • Method Updates - June 7th, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • Minor design updates to the following system pages: Gmail Sidebar, Outlook Gadget, Zapier, API, and Mailchimp. (PL-31974)
      • Donations - Accessibility improvements to New / Edit Donations screen. (PL-32545)

      Regards,

      Guillermo

    • Method Updates - June 2nd, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • App Routines System Page - Next Run Date is calculated immediately for scheduled routines, not after first run. (PL-32655)
      • Opportunities app - Improved empty state for the Opportunities List screen. (PL-32015)

      Fixes

      • Character Function - Fixed issue with the Replace Merge Fields function where text was being merged on strings that closely resembled field names (i.e. Activity Comments vs Activity.Comments). (PL-32315)
      • App Marketplace - Fixed issue where deleted custom apps still appeared in the app marketplace. (PL-32401)
      • Editable Grids - Fixed issue where the header bar would display 'All 1 records selected' when having selected a single record. (PL-29470)
      • App Routines - Corrected the display of Next Run Date to include time. (PL-32659)
      • App Routines System Page - Fixed issue where search box was misaligned for iPhone/iPad. (PL-32623)
      • Donations - Accessibility improvements to Donation Email Editor. (PL-32525)
      • Work Orders - Fixed issue where print templates were missing from Work Order Reports screen. (PL-32646)
      • Donations - Accessibility improvement fixes UI issues when zooming. (PL-32535)
      • Bug Fix - invited users who accept the invitation were still showing as invited user. (PL-32560)
      • Tables & Fields - Fixed issue with Advanced Inventory fields linked incorrectly. (PL-32698)

      Regards,

      Phil

    • Method Updates & New Features - May 28th, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • Portal System Page - New and improved design update on the Portal System Page. (PL-32184)

      Fixes

      • Copy Screen Tool - Fix for error when using AppRoutineOverwrite flag. (PL-32631)
      • App Routines System Page - UI clean up on breadcrumbs and spacing. (PL-32625)
      • Audit Trail - Stopped HTML from rendering in the Details column. . (PL-31219)

      Regards,

      Marwan

    • Method Updates - May 27th, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • Email Campaigns - Added a more helpful empty state for the list screen. (PL-32330)
      • Account Settings > App Routines - System Page redesign provides the ability to see historyical app routine executions and a global list of all schedule app routines in your account. (PL-32387)

      Fixes

      • Opportunity Reports - Fixed an issue where the peer-to-peer record sharing permissions were not properly applied on the Assigned To dropdown. (PL-32427)

      Regards,

      Phil

    • Method Updates - May 21st, 2021

      The following updates are now live for users of Method:

      New Features / Updates

      • Editable Grids - Added a Row Click event. (PL-32185)
      • HTML Editor - Validation rules are now supported. (PL-31946)

      Fixes

      • Tables & Fields - Fixed an issue that caused duplicate tables and print generation errors in some cases. (PL-32575)
      • Work Orders - Removed duplicate app routine for QBO US Bulk Invoicing. (PL-32489)

      Regards,

      Guillermo

    • Method Updates - May 19th, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • App Routine System Pages - Accessibility Improvements. (PL-32347)

      Fixes

      • App Routine Management - Minor design improvements for mobile devices on the Edit Schedule screen. (PL-32144)
      • Mobile app - Scroll not working when viewing an estimate using two custom Advanced Search fields. (PL-31395)

      Regards,

      Phil

    • Method Updates - May 17th, 2021

      The following updates are now live for users of Method

      Fixes

      • Customization - Fixed an issue where making a new copy of a screen did not properly set the screen redirect. (PL-32502)
      • Partner Copy Tool - Fixes issue where screen copies result in multiple instances of the same app routine. (PL-32488)
      • Tags - Styling updates to the Manage Tags side panel to match other side panels. (PL-24744)

      Regards,

      Guillermo

    • Method Updates - May 14th, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • Payments - Updating payments marked Pending with latest status. (PL-32273)
      • Profile System Page - Removed special character limitation when resetting Password. (PL-30058)
      • Work Orders app - Added a more helpful empty state for list screens. (PL-32011)

      Fixes

      • Calendar - Fixed issue where events were not displayed if ActivityStatus did not have a hex color defined (like with custom statuses). (PL-32142)
      • Calendar - Fixed issue where renaming a user resulted in activities not being displayed in the calendar (required removing and re-adding resource). (PL-32319)
      • Cases App - Fix to fill the Case Status dropdown where it was blank. (PL-32381)
      • Decimal Fields - When the display format is set to 'None', a value of 0 was displayed on screen as blank. (PL-32290)
      • Purchase Order Reports - Fixed issue where POs on the last day of the month were not included in the Item Quantity chart (QBDT only). (PL-32318)
      • QBDT Sync Conflicts - Fixed an issue where users were getting an error when trying to delete a Delete From Desktop sync conflict. (PL-32409)
      • QBO Sync - Fixed an issue with syncing deleted classes. . (PL-32344)

      Regards,

      Guillermo

    • Method Updates - May 7th, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • Field Crew app - Added a more helpful empty state for list screen. (PL-32012)
      • Proposals app - Added a more helpful empty state for list screens. (PL-32013)

        Regards,

        Guillermo

      • Method Updates - May 6th, 2021

        The following updates are now live for users of Method

        Fixes

        • Email System Page - Fixed issue where email signature field is not saving. (PL-32368)

        Regards,

        Marwan

      • Method Updates - May 5th, 2021

        The following updates are now live for users of Method

          Fixes

          • Customization - Fixed an issue where new screens based off any table named Samples were not properly saving records. (PL-32267)
          • Email System Page - Fixed issue where email signature did not save when html styling is copy/pasted. (PL-32268)

          Regards,

          Phil

        • Method Updates - May 4th, 2021

          The following updates are now live for users of Method

            Fixes

            • New/Edit Sales Order - Fixed an issue where the shipping address was not being displayed properly. (PL-32093)
            • Sales Transactions - Updated Opportunity dropdown on screen to show Opportunity Name instead of Opportunity # (Record ID). (PL-16588)
            • New/Edit Invoice screen - Fixed issue where the Terms field was not populating properly with the Terms set on the Customer record. (PL-31325)

            Regards,

            Jason

          • Method Updates - April 30th, 2021

            The following updates are now live for users of Method

            Fixes

            • Items app - Improve character limit validation on Item Name field. (PL-31860)
            • Signature - Fixed issue where signed date appear as GMT regardless of user's timezone. (PL-32286)
            • Classic Customer Portal - Fix for issue where Customer Portal link for Classic is re-directing to our home page when clicked 2nd time. (PL-32272)
            • New/Edit Purchase Order screen - Fixed issue where the attachments widget was missing the Include in Email checkbox. (PL-32305)

            Regards,

            Marwan

          • Method Updates - April 28th, 2021

            The following updates are now live for users of Method

              Fixes

              • Email System Page - Fixed issue where emails sent were not displayed in user's timezone. (PL-27774)
              • Signature Component - Fixed issue where a disabled signature component still had interactive elements. (PL-32189)
              • Signature Component - Fixed issue where copying a screen resulted in missing actions. (PL-32186)
              • Email System Page - Fixed issue where emails sent via Method's servers were mistakenly displayed as smtp.sendgrid.net. (PL-32191)
              • Work Orders - Fixed odd behaviour issue with End Date field. (PL-32229)
              • Zapier - Poll more records for all triggers. Increased from 10 to 100 records per poll. (PL-32060)

              Regards,

              Phil

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