Method Community

 

Release Notes

  • Method Updates - January 10th, 2024

    The following updates are now live for users of Method

    New Features / Updates

      Fixes

      • Web to Lead - Fixed an issue where inactive users were appearing as assignee options. (PL-44465)
      • Estimates - Fixed an issue where markup items were being calculated inaccurately. (PL-16358)
      • Contacts - Updated logic so billing address lines can be up to 500 characters. (PL-44605)
      • Email Campaigns - Updated logic so duplicate button does not copy over contacts/entities that are inactive. (PL-44526)
      • Deposits - Updated logic so a user can email an estimate that has a deposit without the payment gateway enabled. (PL-43550)
      • Contacts - Removed screen validation for Xero account to allow a colon in the name field . (PL-44423)
      • HTML Editor - Fixed an issue where uploading videos caused them to not play. (PL-41919)
      • HTML Editor - Fixed an issue where scroll was intermittently disabled . (PL-43770)
      • HTML Editor - Fixed an issue where section size was not respected on mobile devices. (PL-38082)
      • Grids - Fixed an issue where save message was appearing on read-only grids. (PL-37982)
      • DateTime Picker - Fixed an issue where default value was not displayed consistently. (PL-42331)
      • Cases - Fixed an issue where assignee dropdown was not sorted or filtered appropriately. (PL-44586)

      Regards,

      Hannah

    • Method Updates - Jan 5th, 2024

      The following updates are now live for users of Method

      New Features / Updates

        Fixes

        • Estimates - Updated logic so that when sending an email and an estimate has already been accepted, the original email is used instead of the approval email. (PL-44537)
        • Deposits - Updated the logic on preferences so Users are aware they don't have the permissions to enable/disable deposits. (PL-44099)
        • Sales Orders - Fixed an issue where the currency was not being used correctly on the email. (PL-43329)
        • Estimates - Cleaned up the comments on the preferences screen. (PL-44041)
        • Activities - Fixed an issue where links from the New/Edit Activity screen were not working on the mobile app. (PL-44169)
        • Email Activity Log - Fixed an issue where retried emails did not show the correct time. (PL-43066)
        • Call Web Service Action - Fixed an issue where the action was not returning correct results. (PL-43688)

        Regards,

        Harman

      • Method Updates - January 2nd, 2024

        The following updates are now live for users of Method

        Fixes

        • Opportunities - Fixed an issue where line items were not displayed when emailing an opportunity. (PL-44428)
        • Tables & Fields - Fixed an Items views to show the correct required fields. (PL-29880)
        • Custom Apps - Fixed an issue where edit permissions could not be set. (PL-44399)
        • Text Field - UI Improvement to make border easier to see. (PL-44402)
        • Calendar - Fixed an issue where comments were not appearing in event titles. (PL-43967)
        • Purchase Orders - Fixed an issue to allow a maximum character length of 1000 on vendor messages for QBO . (PL-44419)
        • Email Campaigns - Fixed an issue where blocked emails were showing as delivered status. (PL-44227)
        • Email Campaigns - Fixed an issue where completed campaigns were still showing in progress. (PL-44157)
        • Invoices - Fixed an issue where users were unable to calculate Shipping cost. (PL-44570)

        Regards,

        Nicolas

      • Method Updates - Dec 22nd, 2023

        The following updates are now live for users of Method

        New Features / Updates

          Fixes

          • Google Calendar - Fixed an issue where the user was not able to connect with Google Calendar. (PL-44317)
          • Deposits - Fixed an issue where default email templates were set incorrectly. (PL-44390)
          • Taglist - Fixed an issue where linked tag fields were not displaying correctly. (PL-43805)
          • Grids - Fixed an issue where users were unable to load records after changing the visible columns or views on a grid. (PL-43855)
          • Actions - Fixed an issue where date filters were not being set correctly. (PL-38979)
          • Show Message - Fixed an issue where action results were only displaying with specific formatting applied. (PL-43000)

          Regards,

          Harman

        • Method Updates - December 20th, 2023

          The following updates are now live for users of Method

          New Features / Updates

          • Items - Added the ability to disable reorder functionality for specific items. (PL-44449)

          Fixes

          • Work Orders - Added logic for customers to use the price levels when adding items. (PL-44473)
          • Charts - Fixed an issue with selecting text fields as filter criteria. (PL-44481)
          • Charts - Fixed an issue selecting a screen when drill down is enabled. (PL-44482)
          • Charts - Fixed an issue with filter criteria not appearing in some scenarios. (PL-44505)
          • Xero - Added a validation for AccountID on invoice lines. (PL-44361)

          Regards,

          Hannah

        • Method Updates - Dec 18th, 2023

          The following updates are now live for users of Method

          New Features / Updates

            Fixes

            • Opportunities - Fixed an issue where converting an Opportunity to a transaction did not update the sales pipeline.  (PL-43741)
            • Opportunities - Fixed an issue where contact information was not updating correctly. (PL-43612)
            • Gmail Sidebar - To support uploading attachments of up to 25 MB. (PL-44468)
            • Estimates- Removed unnecessary action on the portal screen. (PL-43841)
            • Deposits- Added logic to prevent the deposit amount exceeding the total estimate amount. (PL-43761)
            • Deposits- Fixed issue where the generated sales receipt was missing relevant information. (PL-43621)
            • Estimates - Fixed issue where email templates were not populating with the correct currency symbol. (PL-43327)
            • SalesTaxTotal is marked as Unique on the Purchase Order Table in Fields and Tables. (PL-43693)

            Regards,

            Harman

          • Method Updates - Dec 15th, 2023

            The following updates are now live for users of Method

            New Features / Updates

            • QuickBooks Desktop- Fixed an issue where SalesTax items were being taxed on transactions causing incorrect Tax Calculation. (PL-44273)
            • Xero Sync - Added support to sync DefaultCurrency from Xero contact to Entity CurrencyRef. (PL-44328)

            Fixes

              Regards,

              Harman

            • Method Updates - Dec 11th, 2023

              The following updates are now live for users of Method

              New Features / Updates

                Fixes

                • Proposals - Fixed an issue where the currency field was showing unnecessarily. (PL-44310)
                • Payments - Fixed an issue where payment methods did not get updated. (PL-43893)

                Regards,

                Harman

              • Method Updates - Dec 08th, 2023

                The following updates are now live for users of Method

                New Features / Updates

                • Adding More Tables and Fields Error for the Alert Systems Error. (PL-44066)
                • Work Orders and Field Crew - SMS notifications. (PL-44247)
                • QBO Sync Conflicts- Added a resolution and customer-understandable message for conflicts: TxnTaxDetail.TaxLineDetail.TaxLine.TaxRateRef. (PL-44331)
                • Charts - Added additional date filter options in the criteria builder. (PL-44312)

                Fixes

                • App Ribbons - Fixed an issue where custom app ribbons were affecting screen load. (PL-42250)
                • Actions - Fixed an issue where the change event on text input objects was not working as expected. (PL-36658)
                • Audit Trail - Updated to show logs for the CustomerPaymentInfo table. (PL-43839)
                • Map - Fixed an issue where the navigation arrow was not pointing to the correct address on mobile. (PL-41735)
                • Charts - Fixed an issue issue with toggling yes/no fields in the criteria builder. (PL-44311)

                Regards,

                Harman

              • Method Updates - December 6th, 2023

                The following updates are now live for users of Method

                New Features / Updates

                • SMS - Ability to send SMS messages. (PL-44259)

                Fixes

                • App Routines - Fixed an issue preventing app routines from publishing. (PL-43844)
                • Permissions - Fixed an issue where user permissions were not being applied correctly in Multi-Tenant accounts. (PL-43846)
                • Estimates - Fixed an issue where Approvals section was not appearing in Estimate Preferences. (PL-43591)
                • Notifications - Fixed an issue where for Activity Follow up email reminders, the Company name was not shown in the email subject line. (PL-38103)
                • Text Input Fields - Fixed an issue where the disabled state was inconsistent for different field types. (PL-43830)
                • Proposals - Fixed an issue where the required currency record was not available in the proposal to invoice flow for Xero users. (PL-44078)

                Regards,

                Hannah

              • Method Updates - December 1st, 2023

                The following updates are now live for users of Method

                New Features / Updates

                  Fixes

                  • Accounting/Business Logic - Fixed an issue where the Discount value is incorrect on invoices. (PL-32062)

                  Regards,

                  Harman

                • Method Updates - November 30th, 2023

                  The following updates are now live for users of Method

                  New Features / Updates

                  • Guest - New Order Request | Order Request & New Order Request screen title is in the center of the screen. (PL-44028)
                  • Reorders - Added the ability to disabled reordering for individual items. (PL-43993)
                  • Opportunity Preferences - New Order Request - Opportunities - Populate Stage Automatically for Order Requests if No Default Set. (PL-43751)
                  • New Order Request - Opportunities - Populate Stage Automatically for Order Requests if No Default Set. (PL-43750)
                  • Reorders - When turning on the Reorders feature, users will no longer be required to set a default stage for new opportunities. (PL-42971)

                  Fixes

                  • Proposals - Fixed an issue were only 5 previous Invoices were accessible on the View Proposal invoice grid. (PL-44113)
                  • Proposals - Fixed an issue where an error was stopping the proposal status from changing on Xero accounts. (PL-44091)
                  • Reorders - Fixed an issue where titles were not centred on the screen. (PL-43921)
                  • Reorders - Fixed an issue where price levels were not accurately reflected in order requests. (PL-43150)

                  Regards,

                  Courtney

                • Method Updates - November 28th, 2023

                  The following updates are now live for users of Method

                  New Features / Updates

                  • Payments - Improved the way we handle scenarios where the Shuttle API is down or returning unexpected exceptions. (PL-43851)

                  Fixes

                  • Payments - Added redirect logic to navigate the user to the proper integrations/paymentgateways screen if they somehow landed on the wrong one. (PL-43973)
                  • Gmail Sidebar - Fixed a sign-in issue using Gmail. (PL-44209)

                  Regards,

                  Nicolas

                • Method Updates - November 24th, 2023

                  The following updates are now live for users of Method

                  New Features / Updates

                    Fixes

                    • API - Fixed an issue where API keys were missing in the account. (PL-44085)
                    • Reports - Fixed an issue where some reports were displaying dates incorrectly after the recent time change. (PL-43966)

                    Regards,

                    Harman

                  • Method Updates - November 23rd, 2023

                    The following updates are now live for users of Method

                      Fixes

                      • Text input - Fixed an issue where the keyboard was not properly appearing when clicking into some text input fields on iOS 17. (PL-44055)

                      Regards,

                      Courtney

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