May 2021 - Posts

• 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 Posted May 28 2021, 02:29 PM by Method_Marwan with no comments

• 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 Posted May 27 2021, 09:23 AM by Method_Phil with no comments

• 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 Posted May 21 2021, 10:02 AM by Method_Guillermo with no comments

• 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 Posted May 19 2021, 04:01 PM by Method_Phil with no comments

• 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 Posted May 17 2021, 10:49 AM by Method_Guillermo with no comments

• 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 Posted May 14 2021, 08:33 AM by Method_Guillermo with no comments

• 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 Posted May 07 2021, 08:36 AM by Method_Guillermo with no comments

• 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 Posted May 06 2021, 02:00 PM by Method_Marwan with no comments

• 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 Posted May 05 2021, 03:13 PM by Method_Phil with no comments

• 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 Posted May 04 2021, 11:57 AM by Method_Jason with no comments