February 2025 - Posts

• Method Updates - Feb 27th, 2025

  The following updates are now live for users of Method New Features / Updates Fixes Work Orders - Fixed logic to respect the from field in the email template. (PL-52211) Proposals - Fixed an issue where the recurring payments app routine did not properly handle currency, leading to errors. (PL-51823) Estimates - Fixed an issue where users with capital letters in their email address received an error when emailing an estimate. (PL-52335) Push Notifications- Fixed issue where notifications were not being sent to users who had updated their email. (PL-52214) Regards, John Posted Feb 27 2025, 07:53 AM by Method_John with no comments

• Method Updates - February 26th, 2025

  The following updates are now live for users of Method New Features / Updates Editable Grids - Updated Export copy to be Export to CSV. (PL-52272) Fixes Sync Conflict - Fixed an issue with the multipage selection criteria. (PL-51981) Regards, Nicolas Posted Feb 26 2025, 09:37 AM by Method_Nicolas with no comments

• Method Updates - February 25th, 2025

  The following updates are now live for users of Method Fixes Sales Reps - Fixed an issue where the Name dropdown became unfiltered upon clicking Save & New. (PL-52155) Attachments - Fixed an issue where the Add Attachment to RecordID action caused errors in some scenarios. (PL-52054) Sync Conflict - Fixed an issue where the unlink to Txn option was missing on Invoice conflicts. (PL-52053) Payments - Fixed an issue where payments were processed successfully but a ReceivePayment record was not created. (PL-51843) Regards, Arshi Posted Feb 25 2025, 10:30 AM by Method_Arshi with no comments

• Method Updates - Feb 24th, 2025

  The following updates are now live for users of Method New Features / Updates Fixes Audit Trail - Added logging for recurring activity changes. (PL-51846) Work Orders - Added logic on the calendar so only people with edit permissions can make changes. (PL-52180) Logstash - Failed to execute app routine on account: with input values: exception: A019 - Cannot access a disposed object. Object name: 'IServiceProvider'. (PL-45409) Regards, Harman Posted Feb 24 2025, 10:00 AM by Method_Harman with no comments

• Method Updates - February 21, 2025

  The following updates are now live for users of Method Fixes Opportunities - Fixed an issue where the Item Adjustment message lacked line breaks. (pl-51934) Regards, Courtney Posted Feb 21 2025, 09:45 AM by Method_ Courtney with no comments

• Method Updates - Feb 20th, 2025

  The following updates are now live for users of Method New Features / Updates Fixes Work Orders - Improved error handling for SMS reminders to avoid app routine failing. (PL-51932) Portal - Fixed an issue where using the Microsoft SSO option to sign into the portal did not work and produced an error. (PL-52177) Regards, John Posted Feb 20 2025, 08:10 AM by Method_John with no comments

• Method Updates - February 19th, 2025

  The following updates are now live for users of Method Fixes Contacts - Fixed an issue where the default field validation error was not cleared after having entered a value. (PL-45873) App Routine - Fixed an issue where the app routine schedule screen did not always show an accurate list of all scheduled routines in the account. (PL-50445) Regards, Nicolas Posted Feb 19 2025, 09:39 AM by Method_Nicolas with no comments

• Method Updates - February 14th, 2025

  The following updates are now live for users of Method Fixes Estimates - Fixed an issue where an error message was incorrectly thrown when attempting to convert an estimate featuring a subtotal line item to a sales order. (PL-51933) Email Campaigns - Fixed an issue where the Send Test button did not work on mobile. (PL-50378) App Routines - Fixed an issue where app routines which failed due to sending emails to an invalid address displayed a vague and inaccurate error message. (PL-50177) Regards, Courtney Posted Feb 14 2025, 10:00 AM by Method_ Courtney with no comments

• Method Updates - Feb 13th, 2025

  The following updates are now live for users of Method New Features / Updates Sync V4 conflicts List - Fixed an issue were we were showing conflicts which are not associated to any table. (PL-51906) Sync V4 page - Fixed an issue where sync stays stuck "In progress" indefinitely. (PL-51907) Fixes Editable grids - Fixed an issue with scrolling when using advanced chips. (PL-51100) Editable grids - Fixed issue with chips menu widths. (PL-51824) Editable grids - Fixed an issue with records counts being incorrect when paging. (PL-50327) Signup - Fixed an issue where sales site signups had to enter their information twice to set up the account. (PL-52007) Sales Orders - Fixed an issue where the Sales Order # would clear after adding a line item on mobile. (PL-47213) Regards, John Posted Feb 13 2025, 07:40 AM by Method_John with no comments

• Method Updates - February 11th, 2025

  The following updates are now live for users of Method New Features / Updates Sync - Update "Delete from Method" action logic to archive from Method instead of Delete the records. (PL-50948) Fixes Regards, Arshi Posted Feb 11 2025, 10:30 AM by Method_Arshi with no comments

• Method Updates - Feb 10th, 2025

  The following updates are now live for users of Method New Features / Updates Mobile - Improved error logging by adding app version and OTA version. (PL-50909) Mobile - Added metadata tracking for device type on sign in. (PL-51057) Fixes Tables & Fields - Fixed an issue where unchecking the Is Unique constraint on a field did not actually remove the constraint from the database. (PL-51736) Activities - Fixed an issue where users would get an error message when saving an activity assigned to an inactive user if the "Notify assigned to" checkbox was checked. (PL-51076) Multi-Tenant - Fixed an issue where the Generate Report action did work as expected for cross-tenant data. (PL-50441) Email - Fixed an issue where the Email From field was not populating in email templates. (PL-51757) Regards, Harman Posted Feb 10 2025, 10:30 AM by Method_Harman with no comments

• Method Updates - February 7th, 2025

  The following updates are now live for users of Method New Features / Updates Editable Grids - Ability to sort Yes/No columns. (PL-50115) Chips - Added a tool tip if chip text is cutoff. (PL-49634) Editable Grids - Improved filtering for Yes/No columns. (PL-51800) Fixes Editable Grids - Fixed alignment on Select All Records experience. (PL-49990) Grids - Fixed an issue with the sort icon is not showing the correct direction on Safari. (PL-43215) Portal - Fixed some padding issues at the top of some screens. (PL-51687) Regards, Courtney Posted Feb 07 2025, 10:00 AM by Method_ Courtney with no comments

• Method Updates - Feb 6th, 2025

  The following updates are now live for users of Method New Features / Updates Fixes Integrations - Fixed an issue where QBDT users encountered an issue when visiting the Integrations > QuickBooks Sync system page. (PL-51901) Regards, John Posted Feb 06 2025, 10:20 AM by Method_John with no comments

• Method Updates - Feb 5th, 2025

  The following updates are now live for users of Method New Features / Updates Purchase Orders, Sales Orders, Payments - Changed all references to “Non-posted” to “Non-synced” on list screens. (PL-51664) Fixes HTML Editor - Improved the ’Field Contains No Malicious Values” validation rule to prevent more problematic values. (PL-44543) Regards, Nicolas Posted Feb 04 2025, 12:08 PM by Method_Nicolas with no comments

• Method Updates - Feb 3rd, 2025

  The following updates are now live for users of Method New Features / Updates Fixes Sales Orders - Fixed issues with the position and padding of the billing and shipping addresses on the portal View Sales Order screen. (PL-51148) Regards, Harman Posted Feb 03 2025, 10:00 AM by Method_Harman with no comments