Method Community

 

Release Notes

  • Method Updates - April 11th, 2025

    The following updates are now live for users of Method

    New Features / Updates

    • Calendar - Added the ability to hide or or set default the sidebar elements. (PL-52267)

    Fixes

    • Dashboard - Fixed screen to load last dashboard tab visited. (PL-50245)
    • Actions - Fixed an issue where the Loop Through Table action skipped records in some scenarios. (PL-47700)
    • Chart - Fixed filtering issue with session screen active RecordID. (PL-50667)

    Regards,

    Courtney

  • Method Updates - Apr 9th, 2025

    The following updates are now live for users of Method

    New Features / Updates

    • Time Tracking - Fixed an issue where Time Tracking entries were showing the wrong time on the Work Order app ribbon. (PL-52503)

      Regards,

      Nicolas

    • Method Updates - Apr 3rd, 2025

      The following updates are now live for users of Method

      New Features / Updates

        Fixes

        • Stock Apps - Fixed an issue where sending SMS did not save transactions resulting in edits being lost (Invoices, Sales Receipts, Sales Orders, Payments) . (PL-53148)

        Regards,

        John

      • Method Updates - April 2nd, 2025

        The following updates are now live for users of Method

        New Features / Updates

        • Invoices - Implemented view payment button on New/Edit Invoice. (PL-52171)

        Fixes

        • Cases - Fixed an issue where attachments were not carried over to a transaction's send email . (PL-52640)
        • Donations - Fixed an issue where donation plan's were not appearing in the audit trail when cancelled. (PL-51641)
        • Actions - Fixed an issue where the Add Attachment To RecordID action did not work as expected in some Multi-Tenant scenarios. (PL-52541)

        Regards,

        Nicolas

      • Method Updates - April 1st, 2025

        The following updates are now live for users of Method

        New Features / Updates

        • Invoices - Implemented view payment button on New/Edit Invoice. (PL-52171)

        Fixes

        • Cases - Fixed an issue where attachments were not carried over to a transaction's send email. (PL-52640)
        • Donations - Fixed an issue where donation plans were not appearing in the audit trail when cancelled. (PL-51641)
        • Actions - Fixed an issue where the Add Attachment To RecordID action did not work as expected in some Multi-Tenant scenarios. (PL-52541)

        Regards,

        Arshi

      • 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

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