July 2022 - Posts

• 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 Posted Jul 27 2022, 11:07 AM by Method_Ayushi with no comments

• 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 Posted Jul 26 2022, 08:35 AM by Method_Mamoon with no comments

• 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 Posted Jul 25 2022, 08:37 AM by Method_Mamoon with no comments

• 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 Posted Jul 20 2022, 02:40 PM by Method_Phil with no comments

• 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 Posted Jul 19 2022, 09:00 AM by Method_Mamoon with no comments

• 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 Posted Jul 18 2022, 09:07 AM by Method_Michael with no comments

• 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 Posted Jul 14 2022, 09:55 AM by method_khamil with no comments

• 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 Posted Jul 13 2022, 03:17 PM by Method_Phil with no comments

• Method Updates - July 12th, 2022

  The following updates are now live for users of Method New Features / Updates Action Editor - Improved the "Jump to reference" feature to the first referenced action. (PL-36015) Google Calendar - Method:New Google Calendar connection using correct server and not dependent on sign-in. (PL-37038) Transaction Apps - Address lookup component added to the billing and shipping address sections of the New/Edit Estimate, Invoice, Sales Order, and Sales Receipt screens. (PL-37029) Fixes App Ribbon - Fixed an issue where the "More" menu items could get overlapped by an HTML Editor on screen. (PL-37081) Calendar - Fixed an issue where the event card was not following the display setting. (PL-37170) Items - Fixed an issue with syncing items on Xero accounts. (PL-37269) Manage Apps - Fixed an issue where deleting a screen was displaying an error message when you navigated back to it. (PL-37228) QBO - Fixed an issue where inactive customer types in QuickBooks still show as active in Method. (PL-37226) Sync engine- Fixed an issue where the sync engine was throwing an invalid column name error for ListID. (PL-36573) Regards, Mamoon Posted Jul 12 2022, 10:44 AM by Method_Mamoon with no comments

• Method Updates - July 5th, 2022

  The following updates are now live for users of Method New Features / Updates Multi-tenancy - Default apps are now installed when a new tenant is created. (PL-36982) Import - Support cross-tenant imports and updates. (PL-36608) Fixes Calendar - Fixed an issue with the calendar not being displayed correctly when being viewed on mobile. (PL-37200) Designer - Fixed an issue where customizing a screen would produce an "Error Trace" error message. (PL-37209) Signature widget - Fixed an issue where the entire screen was not being captured for screens with a lot of content/fields. (PL-35918) Work orders - Fixed an issue with the reports link being the incorrect color. (PL-37033) Payments - Fixed an issue where validation errors were being thrown for valid partial payments in Xero accounts. (PL-36527) Regards, Mamoon Posted Jul 05 2022, 09:01 AM by Method_Mamoon with no comments