Method Community

 

Release Notes

February 2023 - Posts

  • 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

    • Method Updates- February 3, 2023

      The following updates are now live for users of Method

        Fixes

        • Cases - Added a "Save & Back" button to the New Case screen. (PL-33138)
        • Date/Time widget - Fixed an issue that prevented year 2001 from being entered. (PL-39738)

        Regards,

        Ayushi

      • Method Updates - February 1st, 2023

        The following updates are now live for users of Method

        New Features / Updates

        • Work Orders - Added logic so only users with edit permissions can create or edit a work order. (PL-27888)
        • Proposals - Added logic so the preference chosen for the Engagement Letter Template is reflected when sending a Proposal or viewing the acceptance letter. (PL-39598)

        Fixes

        • Estimates - Fixed an issue where the SalesTax item type didn't load the Rate into the grid properly. (PL-39627)
        • Invoices - Fixed an issue where the SalesTax item type didn't load the Rate into the grid properly. (PL-39624)
        • Contacts - Fixed an issue for Xero users where selecting an invoice to pay was not populated. (PL-39054)
        • Proposals - Fixed an issue where inactive items could be selected in the services grid. (PL-39644)
        • Proposals - Fixed issues with the mobile design of the stepper on the New/Edit Proposals screen. (PL-39630)
        • App Routines - Fixed an issue where the App Routine History page would not load properly for some accounts. (PL-39660)
        • Text - Fixed an issue where text objects were no longer wrapping properly to multiple lines when Click event actions were added. (PL-27478)
        • Date/time widget - fixed an issue prevented selecting dates on a Follow-up Activity. (PL-39684)
        • Date/Time picker is not storing selected value. (PL-39693)
        • Portal - Custom Portal screen coming up blank. (PL-39572)

        Regards,

        Hannah

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