Method Community

 

Release Notes

  • Method Updates - July 19th, 2024

    The following updates are now live for users of Method

      Fixes

      • QBDT - Fixed an issue where the description for the group items was not syncing from QuickBooks to Method. (PL-47472)

      Regards,

      Courtney

    • Method Updates - July 18th, 2024

      The following updates are now live for users of Method

      Fixes

      • Charts - Fixed a UI issue that prevented some users from selecting filters. (PL-45461)
      • Work Orders - Fixed issue where the follow-up activity was not being shown in the app ribbon. (PL-47693)

      Regards,

      Hannah

    • Method Updates - July 17th, 2024

      The following updates are now live for users of Method

      New Features / Updates

      • Work Orders - Added logic so attachments that are selected will be sent to the customer when emailed. (PL-47427)

      Fixes

      • Opportunities - Fixed an issue where the Add Item button was disabled in some scenarios on mobile. (PL-47631)
      • Estimates - Added validation so shipping amounts cannot be negative. (PL-47679)
      • Estimates - Added logic to avoid deposit amounts that resulted in invoices that couldn't be synced. (PL-47345)

      Regards,

      Nicolas

    • Method Updates - July 16th, 2024

      The following updates are now live for users of Method

      New Features / Updates

      • Performance - Improved the overall rendering performance of screens. (PL-47091)

      Fixes

      • Grids - Fixed an issue with looping hidden grids. (PL-47668)
      • Time Tracking - Fixed an issue where opening a running time entry would not show you the timer controls. (PL-47361)

      Regards,

      Arshi

    • Method Updates - July 12th, 2024

      The following updates are now live for users of Method

        Fixes

        • Work Orders - Fixed an error where an activity was logged when an email was previewed. (PL-47613)

        Regards,

        Courtney

      • Method Updates - July 11th, 2024

        The following updates are now live for users of Method

        Fixes

        • Estimates, Sales Orders, Invoices - Fixed an issue where users could not add items to a transaction with an inventory start date matching the transaction date. (PL-47498)

        Regards,

        Hannah

      • Method Updates - July 10th, 2024

        The following updates are now live for users of Method

        New Features / Updates

        • Grids - Fixed some issues which caused performance issues on some screens. (PL-47091)

        Regards,

        Nicolas

      • Method Updates - July 9th, 2024

        The following updates are now live for users of Method

        New Features / Updates

          Fixes

          • Web to Lead - Fixed an issue where vertical borders were visible on web forms. (PL-44756)
          • Email Campaigns - Fixed an issue where clicking the link in the free email usage text navigated the user to the wrong system page. (PL-47546)
          • Purchase Orders - Fixed an error caused by the "To be emailed" QuickBooks field when clicking save/print/email buttons. (PL-47506)

          Regards,

          Arshi

        • Method Updates - July 5th, 2024

          The following updates are now live for users of Method

            Fixes

            • Contacts - Updated maximum length validation rule fo to avoid entities with long names causing sync conflicts. (PL-47518)
            • Email Campaigns - Fixed an issue where the Subject and From Name fields did not have character length validation applied. (PL-47474)
            • Opportunities - Fixed an issue where the Add Item button was still clickable on reorder opportunities that should not be editable. (PL-47284)

            Regards,

            Courtney

          • Method Updates - June 28th, 2024

            The following updates are now live for users of Method

            New Features / Updates

            • Email Campaigns - View Campaign screen improvements for campaigns in an error state. (PL-47375)

            Fixes

            • Email Campaigns - Fixed an issue where duplicating a campaign with a long name would cause an error. (PL-47425)
            • Invoices, Estimates - Fixed an issue where items not marked for sale were appearing in the Item dropdowns. (PL-47388)
            • QBDT Sync - Fixed an XML parsing error for Purchase Order when both InventorySiteRef and ShipToEntityRef are being passed. (PL-47405)

            Regards,

            Courtney

          • Method Updates - June 27th, 2024

            The following updates are now live for users of Method

            New Features / Updates

              Fixes

              • QBDT Sync - Fixed an issue where Exchange Rate was not syncing properly with Purchase Orders. (PL-47421)
              • QBDT Sync - The Mobile field is non-syncable for Vendor and Customer, fix to make sure it is not nullifying after sync. (PL-47371)

              Regards,

              Hannah

            • Method Updates - June 26th, 2024

              The following updates are now live for users of Method

              Fixes

              • Email Campaigns - Fixed an issue where emails with a status of "Not sent" were not properly accounted for in the campaign statistics. (PL-47347)
              • Contacts - Fixed an issue where the user was unable to update the name of a duplicate customer. (PL-47318)
              • Safari - Fixed an issue where some components of the interface were inaccessible when using Method on iPad with Safari Browser. (PL-46039)
              • Calendar - Fixed an issue where calendar was intermittently flashing and showing a blank screen. (PL-37632)

              Regards,

              Nicolas

            • Method Updates - June 25th, 2024

              The following updates are now live for users of Method

              Fixes

              • Charts - Fixed an issue where In List was not available for Yes/No fields. (PL-47207)
              • Email Campaigns - Fixed an issue where emails with a status of "Not sent" were not properly accounted for in the campaign statistics. (PL-47347)
              • Contacts - Fixed an issue where the user was unable to update the name of a duplicate customer. (PL-47318)
              • Grids - Fixed an issue that may have caused grids to be slower in some scenarios. (PL-47349)

              Regards,

              Arshi

            • Method Updates - June 21st, 2024

              The following updates are now live for users of Method

              New Features / Updates

              • Email settings - Added a new provider summary page that provides advanced detail on email delivery. (PL-47390)

              Fixes

              • Actions - Fixed an issue where paste below was not working as expected. (PL-42724)

              Regards,

              Courtney

            • Method Updates - June 20th, 2024

              The following updates are now live for users of Method

              New Features / Updates

              • Donations - Updated the mobile grid columns to reduce crowding and show the most relevant information. (PL-36655)

              Fixes

              • Recurrence Widget - Fixed an issue where customers were unable to create recurring work orders. (PL-47253)
              • Payments - Fixed issues experienced when attempting to apply a partial payment to an invoice. (PL-46434)

              Regards,

              Hannah

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