Method Community

 

Release Notes

November 2023 - Posts

  • Method Updates - November 30th, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Guest - New Order Request | Order Request & New Order Request screen title is in the center of the screen. (PL-44028)
    • Reorders - Added the ability to disabled reordering for individual items. (PL-43993)
    • Opportunity Preferences - New Order Request - Opportunities - Populate Stage Automatically for Order Requests if No Default Set. (PL-43751)
    • New Order Request - Opportunities - Populate Stage Automatically for Order Requests if No Default Set. (PL-43750)
    • Reorders - When turning on the Reorders feature, users will no longer be required to set a default stage for new opportunities. (PL-42971)

    Fixes

    • Proposals - Fixed an issue were only 5 previous Invoices were accessible on the View Proposal invoice grid. (PL-44113)
    • Proposals - Fixed an issue where an error was stopping the proposal status from changing on Xero accounts. (PL-44091)
    • Reorders - Fixed an issue where titles were not centred on the screen. (PL-43921)
    • Reorders - Fixed an issue where price levels were not accurately reflected in order requests. (PL-43150)

    Regards,

    Courtney

  • Method Updates - November 28th, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Payments - Improved the way we handle scenarios where the Shuttle API is down or returning unexpected exceptions. (PL-43851)

    Fixes

    • Payments - Added redirect logic to navigate the user to the proper integrations/paymentgateways screen if they somehow landed on the wrong one. (PL-43973)
    • Gmail Sidebar - Fixed a sign-in issue using Gmail. (PL-44209)

    Regards,

    Nicolas

  • Method Updates - November 24th, 2023

    The following updates are now live for users of Method

    New Features / Updates

      Fixes

      • API - Fixed an issue where API keys were missing in the account. (PL-44085)
      • Reports - Fixed an issue where some reports were displaying dates incorrectly after the recent time change. (PL-43966)

      Regards,

      Harman

    • Method Updates - November 23rd, 2023

      The following updates are now live for users of Method

        Fixes

        • Text input - Fixed an issue where the keyboard was not properly appearing when clicking into some text input fields on iOS 17. (PL-44055)

        Regards,

        Courtney

      • Method Updates - November 22nd, 2023

        The following updates are now live for users of Method

        New Features / Updates

          Fixes

          • Fixed an issue with action execution error on create contacts screen for new sub tenant accounts. (PL-44094)
          • QuickBooks Desktop - Fixed an issue with transactions Rounding off by $0.01 after Sync. (PL-18201)

          Regards,

          Nicolas

        • Method Updates - November 16th, 2023

          The following updates are now live for users of Method

          New Features / Updates

          • QBO API Upgrade -Version 34: Support for Tax Classification Service. (PL-42902)

          Fixes

          • Manage Apps - Fixed an issue where the Last Modified Date of screen versions was inaccurate. (PL-42483)
          • Invoices - Fixed an issue where users were receiving a 404 error when trying to print invoices. (PL-43285)
          • Opportunities - Fixed an issue where the stage list dropdown was not loading when accessed through the App Ribbon. (PL-43068)
          • Opportunities - Fixed an issue where copying an opportunity also duplicated all the activities of the original. (PL-43470)
          • Proposals - Fixed an issue where missed auto-payments were not being attempted again on the next run of the app routine. (PL-43465)

          Regards,

          Courtney

        • Method Updates - November 15th, 2023

          The following updates are now live for users of Method

          New Features / Updates

          • Reorders - Added logic to update the reorder opportunity to "Closed Won" when a related estimate is converted to an invoice. (PL-43515)

          Fixes

          • Estimates - Added link for method user to access signed estimate pdf. (PL-43788)

          Regards,

          Hannah

        • Method Updates - November 13th, 2023

          The following updates are now live for users of Method

          New Features / Updates

          • Portals - Updated homepage to accurately show 0 counts on navigation tiles. (PL-41725)
          • Opportunities - Fixed an issue where the opportunity stage was not populating automatically for order requests. (PL-42971)

          Regards,

          Harman

        • Method Updates - November 8th, 2023

          The following updates are now live for users of Method

          Fixes

          • Invoices & Estimates - Fixed an issue where DISCOUNT title was being shown with no value. (PL-43772)
          • Estimates - Fixed issue when send an email to user when confirming deposit payment. (PL-43622)
          • Opportunities - Fixed an issue where the description on line items was populating incorrectly. (PL-43145)

          Regards,

          Hannah

        • Method Updates - Nov 3rd, 2023

          The following updates are now live for users of Method

          New Features / Updates

          • Time Tracking - Updated the Time Tracking list to show duration in hh: mm format. (PL-42712)

          Regards,

          Harman

        • Method Updates - November 2nd, 2023

          The following updates are now live for users of Method

          Fixes

          • Method SMS Pricing Tier throws action execution error when retrieving value for Trial accounts. (PL-43377)

          Regards,

          Courtney

        • Method Updates - November 1st, 2023

          The following updates are now live for users of Method

          Fixes

          • Estimates - Fixed an error on QBDT when accepting an estimate. (PL-43719)

          Regards,

          Hannah

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