Method Community

 

Release Notes

October 2024 - Posts

  • Method Updates - Oct 7th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Chips - The cursor now focuses on the search field to remove the need for having to click on the field. (PL-48419)
    • Sync System V4 Pages - Fixed the sentence case for all headings and titles. (PL-46631)

    Fixes

    • Grids - Fixed an issue with grid sizing when used in a screenlet. (PL-49130)
    • QBDT - Fixed buttons on the sync instructions page. (PL-44177)
    • Mobile App - Fixed an issue where some text fields were appearing as password fields in the Work Order/Field Crew apps. (PL-45738)
    • Bills - Fixed the "B001-fnSetAccounting_CleanUp" error when creating Bills from Purchase Orders. (PL-49261)

    Regards,

    Harman

  • Method Updates - October 4th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Donations - Improved logic to handle inactive customers and assignees on recurring donations. (PL-49117 )

    Fixes

    • Contacts - Fixed an issue of updating the Title field while editing the contact. (PL-47622)
    • Send Transaction Email - Fixed an issue where the estimates default email was not populating accurately. (PL-49169)

    Regards,

    Courtney

  • Method Updates - October 3rd, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Proposals - Updated screens to show the offer expiry date and implement new status pills. (PL-48756)
    • Proposals - Updated the send proposal show message if settings are requiring payment but no payment gateway is set-up. (PL-49086)

    Fixes

    • Grids - Fixed an issue with grid sizing when used in a screenlet. (PL-49130)
    • Email Settings - Fixed an issue where Communication Settings incorrectly show the account is using Custom Servers. (PL-49062)
    • Attachments Component - Fixed an issue where the file upload component is failing to upload fill with 39MB . (PL-45802)

    Regards,

    Hannah

  • Method Updates - Oct 2nd, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • New/Edit Items & Payments - Updated screens to ensure inactive income accounts cannot be selected. (PL-43624)
    • Work Orders - Added the ability send automated customer reminders. (Pl-42564)

    Fixes

    • QBO - Improved the workflow when someone tries to update the inactive customer in Method. (PL-49060)
    • Work Orders - Fixed an issue where CC and BCC were not being sent for the work order notification email. (PL-49032)
    • Send Transaction Email - Fixed an issue where the preview would not open for a newly added contact. (pl-49070)

    Regards,

    Nicolas

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