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Release Notes

March 2025 - Posts

  • Method Updates - March 31st, 2025

    The following updates are now live for users of Method

    New Features / Updates

      Fixes

      • Editable Grid - Fixed an issue where the "Select all records" and "Clear selection" links did not appear when selecting records in some scenarios. (PL-51781)
      • Send SMS - Fixed an issue where the action threw a formatting validation error in some scenarios even when the phone number was formatted correctly. (PL-52577)
      • QBDT Sync – Fixed an issue where showing incorrect "Disconnected" status on sync page when connected. (PL-52910)

      Regards,

      Harman

    • Method Updates - March 28th, 2025

      The following updates are now live for users of Method

        Fixes

        • QBO Sync - Fixed an issue where customer was getting aborted error on sync. (PL-53042)

        Regards,

        Courtney

      • Method Updates - Mar 27th, 2025

        The following updates are now live for users of Method

        New Features / Updates

          Fixes

          • Sync System Pages - Fixed an issue where users were unable to run" Changes only Sync" from Method browser. (PL-52602)
          • Proposals - Resolved issue where images and links were not displaying on templates . (PL-52994)
          • Payments - Fixed an issue where the SMS character limit was incorrect . (PL-52954)
          • Payments - Fixed an issue where merge field was not displaying in email preview. (PL-52913)

          Regards,

          John

        • Method Updates - March 26th, 2025

          The following updates are now live for users of Method

            Fixes

            • Editable Grids - Fixed an issue where dropdowns were not spanning the entire column. (PL-53003)

            Regards,

            Nicolas

          • Method Updates - March 21st, 2025

            The following updates are now live for users of Method

              Fixes

              • Grid Builder - Fixed an issue with Mailchimp. (PL-52848)
              • Estimates- Fixed an issue where the total was not updating after deleting the line Items. (PL-52637)
              • Work Orders - Fixed an issue where some controls overlapped each other in some scenarios. (PL-51713)
              • Sales Receipts, Work Orders - Fixed an issue where the SMS character limit was not validated properly. (PL-52005)
              • App Ribbon - Resolved issue where app ribbon randomly disappears when accessing the contacts screen . (PL-52662)

              Regards,

              Courtney

            • Method Updates - Mar 20th, 2025

              The following updates are now live for users of Method

              New Features / Updates

              • Email - Fixed an issue where email history was removed after trial period. (PL-47019)

              Fixes

              • Sales Orders, Proposals - Fixed an issue where the SMS character limit was not properly validated. (PL-52899)
              • Invoice - Resolved an issue where customer emails were missing on invoices created from an opportunity. (PL-52815)
              • Email Settings - Fixed an issue where customers were unable to save custom server settings. (PL-52566)
              • Sync System Pages for QBDT - Fixed an issue where the status shows disconnected even when connected. (PL-52660)

              Regards,

              John

            • Method Updates - March 19th, 2025

              The following updates are now live for users of Method

              New Features / Updates

              • Signup - Updated 'Signup with Intuit' button to attract QBO users and guide QBDT users to alternative signup methods. (PL-50739)

              Fixes

              • Email Settings - Fixed an issue where email signature was not saving. (PL-52680)
              • Transactions - Fixed an issue where the SMS character limit was not being validated properly. (PL-52006)
              • Items - Fixed an issue on the New/Edit Inventory Part screen where the "Purchase" header became hidden in some scenarios. (PL-52853)

              Regards,

              Nicolas

            • Method Updates - March 18th, 2025

              The following updates are now live for users of Method

              Fixes

              • Actions - Fixed an issue where actions were not processed as expected in some scenarios unless a Show Message was used. (PL-52289)

              Regards,

              Arshi

            • Method Updates - March 17th, 2025

              The following updates are now live for users of Method

              New Features / Updates

                Fixes

                • Estimates - Fixed an issue where converting to invoice was not carrying over line items. (PL-52511)
                • Invoices - Fixed an issue where wait for sync approval was not being respected. (PL-51871)
                • Reports - Fixed an issue where date/time fields in reports were offset by an hour in some specific scenarios. (PL-48359)

                Regards,

                Harman

              • Method Updates - March 14th, 2025

                The following updates are now live for users of Method

                  Fixes

                  • Editable Grids - Fixed an issue where validation rules were showing for the incorrect field type. (PL-52675)
                  • Editable grids - Fixed an issue with the hide/show not displaying correctly on mobile. (PL-52323)
                  • Calendar - Fixed incorrect icons for the down arrow and updated the button colors to match our branding. (PL-52077)

                  Regards,

                  Courtney

                • Method Updates - March 12th, 2025

                  The following updates are now live for users of Method

                  Fixes

                  • Contacts - Fixed an issue where the Portal Test workflow instructions on the View Contact screen were outdated and inaccurate. (PL-52325)
                  • Communications History - Fixed an issue where text wrapping caused the grid to get pushed off screen in some scenarios. (PL-50395)

                  Regards,

                  Nicolas

                • Method Updates - March 11th, 2025

                  The following updates are now live for users of Method

                  Fixes

                  • Calendar - Fixed an issue where users could not search on the waitlist for the customized descriptions. (PL-52032)

                  Regards,

                  Arshi

                • Method Updates - March 10th, 2025

                  The following updates are now live for users of Method

                  New Features / Updates

                    Fixes

                    • Sales Orders - Fixed an issue where the "Closed?" checkbox was checked by default on new sales orders for QBO and Xero users. (PL-52554)
                    • Sales Orders - Fixed an issue where line items were missing when converting to an invoice. (PL-52506)

                    Regards,

                    Harman

                  • Method Updates - Mar 7th, 2025

                    The following updates are now live for users of Method

                    Fixes

                    • Email Campaigns - Fixed a typo in the confirmation message after sending a test email. (PL-52587)

                    Regards,

                    Michael

                  • Method Updates - Mar 6th, 2025

                    The following updates are now live for users of Method

                    New Features / Updates

                    • Grid builder V2 - Additional improvements and fixes (Dark). (PL-52578)

                    Fixes

                    • Contacts - Fixed an issue where the Next Activity Date field held an incorrect value in some scenarios. (PL-44807)

                    Regards,

                    John

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