Method Community

 

Release Notes

  • Method Updates - May 7th, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • Field Crew app - Added a more helpful empty state for list screen. (PL-32012)
    • Proposals app - Added a more helpful empty state for list screens. (PL-32013)

      Regards,

      Guillermo

    • Method Updates - May 6th, 2021

      The following updates are now live for users of Method

      Fixes

      • Email System Page - Fixed issue where email signature field is not saving. (PL-32368)

      Regards,

      Marwan

    • Method Updates - May 5th, 2021

      The following updates are now live for users of Method

        Fixes

        • Customization - Fixed an issue where new screens based off any table named Samples were not properly saving records. (PL-32267)
        • Email System Page - Fixed issue where email signature did not save when html styling is copy/pasted. (PL-32268)

        Regards,

        Phil

      • Method Updates - May 4th, 2021

        The following updates are now live for users of Method

          Fixes

          • New/Edit Sales Order - Fixed an issue where the shipping address was not being displayed properly. (PL-32093)
          • Sales Transactions - Updated Opportunity dropdown on screen to show Opportunity Name instead of Opportunity # (Record ID). (PL-16588)
          • New/Edit Invoice screen - Fixed issue where the Terms field was not populating properly with the Terms set on the Customer record. (PL-31325)

          Regards,

          Jason

        • Method Updates - April 30th, 2021

          The following updates are now live for users of Method

          Fixes

          • Items app - Improve character limit validation on Item Name field. (PL-31860)
          • Signature - Fixed issue where signed date appear as GMT regardless of user's timezone. (PL-32286)
          • Classic Customer Portal - Fix for issue where Customer Portal link for Classic is re-directing to our home page when clicked 2nd time. (PL-32272)
          • New/Edit Purchase Order screen - Fixed issue where the attachments widget was missing the Include in Email checkbox. (PL-32305)

          Regards,

          Marwan

        • Method Updates - April 28th, 2021

          The following updates are now live for users of Method

            Fixes

            • Email System Page - Fixed issue where emails sent were not displayed in user's timezone. (PL-27774)
            • Signature Component - Fixed issue where a disabled signature component still had interactive elements. (PL-32189)
            • Signature Component - Fixed issue where copying a screen resulted in missing actions. (PL-32186)
            • Email System Page - Fixed issue where emails sent via Method's servers were mistakenly displayed as smtp.sendgrid.net. (PL-32191)
            • Work Orders - Fixed odd behaviour issue with End Date field. (PL-32229)
            • Zapier - Poll more records for all triggers. Increased from 10 to 100 records per poll. (PL-32060)

            Regards,

            Phil

          • Method Updates - April 26th, 2021

            The following updates are now live for users of Method

            Fixes

            • Work Orders - Fixed installation issues. (PL-32190)
            • Insert Record Into Table action - Fixed issue where duplicating a record in the Time Tracking table was not populating the Item field correctly. (PL-30085)

            Regards,

            Guillermo

          • Method Updates - April 23rd, 2021

            The following updates are now live for users of Method

            Fixes

            • Send Email screen - The value for the To Be Included in Email checkbox on attachments now carries over properly from the selected email template. (PL-31494)
            • Time Tracking - Fixed issue that allowed entering a negative duration. (PL-32076)
            • Zapier - Fixed error when trying to connect Zapier to Method Account. (PL-32222)

            Regards,

            Guillermo

          • Method Updates - April 22nd, 2021

            The following updates are now live for users of Method

            New Features / Updates

            • Date Functions action - Added a new "Convert to UTC" function. (PL-31998)

            Fixes

            • DateTimePicker - Fixed issue where calendar does not close when tabbing away
            • Dropdown - Fixed issue where tabbing focused on x before navigating to the next component. (PL-31757)
            • Work Orders - Fixed issues where end date selection was not respected when creating a work order from the calendar. (PL-32028)
            • Edit Entity screen - Fixed an issue where the Billing and Shipping Address field captions were set to the wrong color. (PL-32077)
            • Sign Up - Fixed issue where accounts were unable to connect to QBO. (PL-32152)
            • Manage Apps - Fixed an issue in multi-tenant accounts where the screen version Set Status screen was not loading for sub-tenants. (PL-32160)
            • Attachments - Fixed an issue where some users were not able to see past the first 6 attachments for any given record. (PL-31774)
            • Go To Screen action - When using the Parameters section to populate Date/Time fields on the destination screen, date/time values would change. (PL-31664)
            • Tags - Fixed issues with tags that include apostrophes. (PL-30433)
            • Multi-tenancy - Stock screens appearing in each tenant will now respect that tenant's accounting package, instead of always defaulting to the parent tenant's accounting package. (PL-27160)
            • DateTimePicker - Fixed issue where typing and selecting dates sometimes does not save. (PL-31852)
            • DateTimePicker - Adds scrollbar to Month/Year sections. (PL-32082)

            Regards,

            Marwan

          • Method Updates - Apr 20th, 2021

            The following updates are now live for users of Method

            New Features / Updates

            • Add Attachment to Record ID action - Added the ability to configure the value for "Include in Email" checkbox. (PL-31932)

            Fixes

            • App User Permission not editable. (PL-32134)
            • Donations & Sales Receipts - Display total footer below editable grid. (PL-18104)
            • Donations - Fixes issue with missing Qty & Rate columns (QBDT). (PL-18100)
            • Donations - Fixes issue when amount was not immediately calculated when selecting an item. (PL-17358)
            • Donations - Fixes issue where QTY and Tax displayed default values before selecting an item (QBO). (PL-17094)
            • Go To Screen action - Fixed issue where some screens were not available to be selected. (PL-32092)
            • Save Validation - Fixed an issue where a field failing validation on save was not being focused on, and thus users were likely to not be aware of the error. (PL-31794)
            • Attachments - Fixed an issue where some attachments were not being displayed on Google Chrome. (PL-31774)

            Regards,

            Jason

          • Method Updates - Apr 15th, 2021

            The following updates are now live for users of Method

            New Features / Updates

            • HTML Editor - Removed the character count section at the bottom of the editor to provide more potential real estate for the editor's content. (PL-31958)
            • Editable Grids - Improved formatting of the widget's overall caption. (PL-28328)
            • Recurrence Widget - Accessibility improvements. (PL-31541)

            Fixes

            • Import tool - Fixed the field length validation on the FirstName field. (PL-31402)
            • Fixed issue with 'Request Admin Access' email sending to all users instead of just admins (PL-31991)
            • Gmail Sidebar Account Settings Page Fixed iissue with browser back . (PL-31997)
            • Editable Grids - Fixed an issue where using the Up/Down keyboard keys would not properly trigger a column's change event actions, and sometimes led to values saving incorrectly. (PL-31960)
            • New/Edit Estimate - Minor accessibility improvements. (PL-31755)
            • Editable Grids - Fixed issue where screen controls could not be used for a column's default value. (PL-31631)
            • Attachments - Fixed an issue where showing a previously hidden attachments widget was not properly displaying the attachments themselves. (PL-31592)
            • Screen Designer - Fixed an issue where the Hide Caption setting for Toggle objects was not properly being displayed. (PL-31020)
            • Attachments - Fixed an issue where clicking an attachment added to an unsaved record gave an error. (PL-30841)
            • Manage Apps - Fixed an issue where screens and versions were not properly displaying the Last Modified By value. (PL-32066)
            • Dashboard - Fixed an issue where the record counts on the app tiles were not properly being calculated. (PL-32072)
            • Attachments - Fixed an issue where attachments sometimes couldn't be viewed or downloaded on the Send Email screen. (PL-31604)
            • Manage Apps - Fixed an issue where some users were incorrectly seeing test versions of a screen instead of the live version. (PL-32090)
            • Email System Page - Added validation to required fields when setting up email providers. (PL-22827)
            • Email System Page - Fixes issue where the wrong price per email was displayed. (PL-32018)
            • Email System Page - Fixes grammar and spelling issues on Retry Email modal. (PL-32034)
            • Email System Page - Fixes issue where Email history screen did not respect account Time Zone. (PL-32067)

            Regards,

            Phil

          • Method Updates - April 12th, 2021

            The following updates are now live for users of Method

            Fixes

            • Email System Page - Fixes issues with breadcrumbs. (PL-31970)
            • Email System Page - Fixes issues with missing link on mobile. (PL-31972)
            • Loop Through Attachment - Now works for records in the general Item table; no longer need to set it up for a specific ItemType table view. (PL-31445)
            • Loop Through Attachment - Fixed error when user isn’t MethodSupport (Multi-Tenant Account). (PL-30438)
            • Fix an error users where getting on Account Selection when signin in. (PL-31994)

            Regards,

            Guillermo

          • Method Updates - April 7th, 2021

            The following updates are now live for users of Method

            New Features / Updates

            • Design updates to the Sign In page. (PL-30292)
            • Design updates to the Sign In account selection screen. (PL-31928)
            • Reports System Page - Add admin permission requirements to access. (PL-31363)
            • Design updates to the User Email Settings screen. (PL-31007)
            • Design updates to the Account Email Settings screen. (PL-31006)

            Fixes

            • Charts - Fixes issue where actions cannot detect primary axis values when grouping date fields. (PL-17637)
            • Attachments - Fixes issue where attachments with asterisks cannot be sent in Method. (PL-23596)
            • Text Inputs - Fixes issue where users where unable to copy field caption . (PL-28401)

            Regards,

            Phil

          • Method Updates - April 5th, 2021

            The following updates are now live for users of Method

            New Features / Updates

            • Editable Grids - Accessibility improvements. (PL-31311)

            Fixes

            • Calendar - Fixes some misaligned icons on component. (PL-19019)
            • Components - Fixes issue where multiple components had unbolded captions (text inputs, dropdowns, attachments, etc). (PL-31814)
            • Donations - Fixes issue on 'Donor Summary Letter' report generation. (PL-22054)
            • Donations - Fixes issue where Leads are automatically converted to Customers after a new donations (QBOG). (PL-24812)
            • Fixed issue with calculation of QBO Global subtotals when a discount is applied . (PL-31539)
            • HTML Editor - Stopped automatically appending http:// to URL links inserted into the editor. (PL-31793)
            • Loop Through Attachments action - Improved the action so it now works on both the general Item table and also each individual Item Type table. (PL-31445)
            • Loop Through Attachments action - Issue in multi-tenant accounts where not all attachments were being looped through for certain users. (PL-30438)
            • Text Input - Fixes issue with thousand separator setting when customizing. (PL-21974)

            Regards,

            Guillermo

          • Method Updates - March 26th, 2021

            The following updates are now live for users of Method

            Fixes

            • Work Orders - Fixes issue with button menu visibility when browser uses high zoom. (PL-31642)
            • Donor Pages - Fixes issue with duplicate Donor names due to extra spaces. (PL-29018)
            • Reports - Fixes error when copying reports across accounts as a 'Reseller'. (PL-31701)
            • New/Edit Case - Case Description field caption was showing HTML code. (PL-31744)

            Regards,

            Guillermo

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