Method Community

 

Release Notes

  • Method Updates - December 19th, 2024

    The following updates are now live for users of Method

    New Features / Updates

      Fixes

      • Subscriptions - Fixed next change date invoicing for annual subscriptions. (pl-50665)
      • Chips - Fixed an issue with filtering dates using "is between" not include the last day in the period. (PL-50458)

      Regards,

      Hannah

    • Method Updates - December 18th, 2024

      The following updates are now live for users of Method

      Fixes

      • Payments - Fixed issue where a user gets stuck if no invoices have been selected. (PL-50451)
      • Actions - Fixed an issue where Add Attachment To Record ID action stops subsequent actions. (PL-50280)
      • Items - Improved logic on the creation of a new category it is defaulted to active. (PL-50495)

      Regards,

      Nicolas

    • Method Updates - December 17th, 2024

      The following updates are now live for users of Method

      New Features / Updates

      • Activities - Added ability to make bulk updates. (PL-49834)
      • Work Orders - Added the ability to customize the Work Order SMS reminders. (PL-49744)

      Fixes

      • Send Email - Fixed an issue where contact detail changes were not reflected on the send email screen. (PL-50543)
      • Multi-Tenancy - Fixed an issue where customers were unable to update/insert data from different Tenants. (PL-50487)

      Regards,

      Arshi

    • Method Updates - Dec 16th, 2024

      The following updates are now live for users of Method

      New Features / Updates

        Fixes

        • Sync Conflicts - To update the 'Stale Object' Error to a customer friendly conflict message. (PL-50391)
        • Donations - Fixed issue when retrieving the billing address when user has a middle name. (PL-49891)

        Regards,

        Harman

      • Method Updates - December 12, 2024

        The following updates are now live for users of Method

        Fixes

        • Sales Orders - Fixed an issue that caused group children items to change parent when invoicing . (PL-50486)

        Regards,

        Hannah

      • Method Updates - December 11th, 2024

        The following updates are now live for users of Method

        New Features / Updates

        • Cases - Added push notification for case assignment. (PL-50456)
        • Contacts - Added logic so the tab remembers your last view. (PL-50373)

        Fixes

        • Proposals - Added logic to handle recurring payments of amount 0. (PL-50494)

        Regards,

        Nicolas

      • Method Updates - December 10th, 2024

        The following updates are now live for users of Method

        New Features / Updates

        • Estimates - Added push notification when an estimate is approved or rejected. (PL-50312)
        • Work Orders - Added a push notification when emailing an assignee. (PL-50405)
        • Activities - Added push notification when activity is emailed to an assignee. (PL-50447)

        Fixes

        • Estimates - Added a filter for the deposit item to exclude the following types "Payment, Group, SalesTaxGroup, SalesTax". (PL-50389)
        • Grids - Fixed an issue where looping through the grid would not loop through all tenants. (PL-46460)
        • Map - Fixed an issue when rerouting where incorrect locations were displayed. (PL-50311)
        • Sales Orders - Improved error handling when creating an invoice with an amount of 0. (PL-50452)

        Regards,

        Arshi

      • Method Updates - December 9th, 2024

        The following updates are now live for users of Method

        New Features / Updates

          Fixes

          • Cases - Fixed an issue where record id is appended to the title any time View Case on the portal is loaded. (PL-49258)
          • Cases - Added missing grid columns when view a case for the mobile portal experience. (PL-49257)

          Regards,

          Harman

        • Method Updates - December 6th, 2024

          The following updates are now live for users of Method

          New Features / Updates

          • Field validation - Improved malicious values detection. (PL-50101)

          Fixes

          • Contacts - Added logic to make the Work Orders tile number clickable on the portal homepage. (PL-50402)
          • Terms - Removed the ability to edit Terms in order to avoid sync conflicts . (PL-50329)

          Regards,

          Courtney

        • Method Updates - December 5th, 2024

          The following updates are now live for users of Method

          New Features / Updates

          • Field validation - Improved malicious values detection. (PL-50101)
          • Estimates - Added a push notification when a customer approves or rejects within the portal. (PL-50312)

          Fixes

          • Contacts - Added logic to make the Work Orders tile number clickable on the portal homepage. (PL-50402)
          • Terms - Removed the ability to edit Terms in order to avoid sync conflicts . (PL-50329)

          Regards,

          Hannah

        • Method Updates - December 2nd, 2024

          The following updates are now live for users of Method

          New Features / Updates

          • Work Orders - Added a customer portal experience (Partial). (PL-47985)

          Fixes

          • Email Campaigns - Fixed an issue where "Blocked" and "Unverified domain" emails were being counted as Delivered in the campaign analytics. (PL-50218)

          Regards,

          Harman

        • Method Updates - November 29th, 2024

          The following updates are now live for users of Method

            Fixes

            • QBO - Fixed an issue where the data was not fully synced on Initial sync. (PL-50197)

            Regards,

            Courtney

          • Method Updates - November 28th, 2024

            The following updates are now live for users of Method

            Fixes

            • Proposals - Fixed the View Accepted Agreement button to show the PDF after rejection or cancellation. (PL-50096)

            Regards,

            Hannah

          • Method Updates - November 27th, 2024

            The following updates are now live for users of Method

            Fixes

            • QBDT Sync - Fixed an XML parsing error for Vendor Credit table. (PL-50174)

            Regards,

            Nicolas

          • Method Updates - November 26th, 2024

            The following updates are now live for users of Method

            Fixes

            • QBO - Fixed issues with sequence while using Bundle Items. (PL-50136)

            Regards,

            Arshi

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