Method Community

 

Release Notes

  • Method Updates - October 4th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Donations - Improved logic to handle inactive customers and assignees on recurring donations. (PL-49117 )

    Fixes

    • Contacts - Fixed an issue of updating the Title field while editing the contact. (PL-47622)
    • Send Transaction Email - Fixed an issue where the estimates default email was not populating accurately. (PL-49169)

    Regards,

    Courtney

  • Method Updates - October 3rd, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Proposals - Updated screens to show the offer expiry date and implement new status pills. (PL-48756)
    • Proposals - Updated the send proposal show message if settings are requiring payment but no payment gateway is set-up. (PL-49086)

    Fixes

    • Grids - Fixed an issue with grid sizing when used in a screenlet. (PL-49130)
    • Email Settings - Fixed an issue where Communication Settings incorrectly show the account is using Custom Servers. (PL-49062)
    • Attachments Component - Fixed an issue where the file upload component is failing to upload fill with 39MB . (PL-45802)

    Regards,

    Hannah

  • Method Updates - Oct 2nd, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • New/Edit Items & Payments - Updated screens to ensure inactive income accounts cannot be selected. (PL-43624)
    • Work Orders - Added the ability send automated customer reminders. (Pl-42564)

    Fixes

    • QBO - Improved the workflow when someone tries to update the inactive customer in Method. (PL-49060)
    • Work Orders - Fixed an issue where CC and BCC were not being sent for the work order notification email. (PL-49032)
    • Send Transaction Email - Fixed an issue where the preview would not open for a newly added contact. (pl-49070)

    Regards,

    Nicolas

  • Method Updates - Sept 30th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Charts - Improved the UI for when charts aren't correctly setup. (PL-42510)
    • Grids - Improved the UI for when no records are found in editable grids. (PL-48421)
    • Chips - Fixed the sizing of chips. (PL-47149)
    • Chips - Updated text searches to default to Contains instead of Is. (PL-48938)

    Fixes

    • Charts - Fixed an issue where the right panel would collapse in some scenarios in the designer. (PL-48473)
    • Charts - Fixed issues related to the filter menu overlapping. (PL-47524)
    • Chips - Fixed an issue with the advanced chips not being removed when its empty. (PL-48426)
    • Email Settings - Fixed an issue where the Edit Settings button was not working. (PL-48889)
    • Email Settings - Fixed an issue where the Test Again button was not working. (PL-48900)
    • Communications History - Fixed an issue where emails sent from verified domains were incorrectly categorized. (PL-47203)
    • Email Settings - Fixed an issue where the test button did not work after entering custom SMTP credentials . (PL-48595)
    • Tables and Fields - Fixed an issue where OpportunityLine stock fields were labeled as custom instead of Method. (PL-46246)

    Regards,

    Harman

  • Method Updates - September 26th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • QBO - Fixed the issue where the order of the line items was changing after adding the Group Items. (PL-48505)
    • Gmail Sidebar - Added a feature for the Xero SSO option enabled. (PL-46807)

    Fixes

    • Estimates - Fixed an issue where the DepositAmount field was incorrectly updating after a deposit had been collected. (PL-48782)
    • Items - Fixed an issue where items were not showing when searching with cost price ending in zero. (PL-48485)
    • Map - Fixed an issue where the mapping function was not generating a mapping route based on the order of the grid. (PL-47338)

    Regards,

    Hannah

  • Method Updates - September 19th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Proposals - Updated the list screen with the expiry date column for relevant filters and improved the email activity comments. (PL-48729)
    • Show new Invite User email template for all Users. (PL-44753)
    • Xero Onboarding - Coming from verticals directly like Field Services is not giving users option to connect with Xero . (PL-48805)

    Fixes

    • Grids - Fixed an issue with updating drop downs using actions. (PL-48720)
    • Transactions - Fixed an issue where the date on the invoice, estimate or sales order would update if the customer was updated. (PL-48836)

    Regards,

    Hannah

  • Method Updates - September 18th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Items - Removed the IsAvailableForReorder checkbox for item types that are not applicable in the reorders flow. (PL-48810)
    • Payments - The Payment Method field is no longer required on the New/Edit Payment screen. (PL-48749)
    • Work Orders - Updated the bulk invoicing logic to pull in the default Terms set in QuickBooks Online. (PL-43304)

    Regards,

    Nicolas

  • Method Updates - September 17th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Gmail Sidebar - Added a feature for the new sign-in UI and SSO options (Intuit, Google, Apple, Microsoft) enabled. (PL-46810)

    Fixes

    • Gmail Sidebar - Fixed an issue with work orders created from the sidebar showing the wrong date and time on the calendar. (PL-48781)

    Regards,

    Arshi

  • Method Updates - September 13th, 2024

    The following updates are now live for users of Method

    Fixes

    • Sales Transactions - Fixed an issue where the Make a Copy button did not copy description-only lines to the new transaction. (PL-48706)
    • Guest Portal - Fixed an issue with overlapping text on the transaction screens. (PL-48726)

    Regards,

    Courtney

  • Method Updates - September 12, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Proposals - Added editing capabilities to the proposal notification email flow. (PL-48338)

    Fixes

    • Platform - Fixed an issue where autoscroll behaviour on iPad caused issues when accessing Method via Safari . (PL-48269)

    Regards,

    Hannah

  • Method Updates - September 11th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Outlook Gadget - Added a feature for the new sign-in UI and SSO options (Xero, Intuit, Google, Apple) enabled. (PL-46808)

    Regards,

    Nicolas

  • Method Updates - September 10th, 2024

    The following updates are now live for users of Method

    Fixes

    • Xero - Fixed a general error on the sync due to which the data was not syncing. (PL-48704)
    • Payments - Fixed an issue where the assign to field was showing inactive users. (PL-48589)
    • Payments - Fixed an issue where the screen load was triggering a payment method update creating a sync conflict. (PL-48584)

    Regards,

    Arshi

  • Method Updates - September 6th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Reports - Added the ability to create single date reports for Donations, Cases and Work Orders apps. (PL-48512)
    • Proposals - Added insights for sent proposals and the ability to set automated offer expiry dates. (PL-43477)

      Regards,

      Courtney

    • Method Updates - September 5th, 2024

      The following updates are now live for users of Method

        Fixes

        • Grids - Fixed an issue where chips filters can overflow onto the screen. (PL-48436)

        Regards,

        Phil

      • Method Updates - September 4th, 2024

        The following updates are now live for users of Method

          Fixes

          • Estimates - Fixed an issue where the Deposit Item dropdown still appeared on the Estimate Preferences screen when a user lacking the necessary permissions attempted to enable the Deposits feature. (PL-48602)
          • Send Email, Email Campaigns - Fixed an issue where the Email From Name did not get populated properly when selecting an Email From address. (PL-47034)

          Regards,

          Phil

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