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Release Notes

  • Method Updates - August 30th, 2022

    The following updates are now live for users of Method

      Fixes

      • Donations, Work Orders, Field Crew - Fixed an issue where users could enter an invalid state by refreshing the Add/Edit item screen. (PL-37761)

      Regards,

      Mamoon

    • Method Updates- August 26, 2022

      The following updates are now live for users of Method

      Fixes

      • Grids - Fixed an issue on Safari with advanced search where some date field comparison options would cause the grid to freeze. (PL-37702)
      • Editable Grid - Fixed an issue on Safari where a focus ring would incorrectly display on columns in some scenarios. (PL-33628)
      • Chart - Fixed an issue where the ChartRecordID value would always give a blank value. (PL-37697)
      • Editable Grid - Fixed an issue where some configurations of card columns would cause the grid to stop loading correctly. (PL-36600)
      • Retrieve Values from Table, Editable Grid - Fixed an issue where setting criteria against the BatchName field in the EmailsSent table would return incorrect results. (PL-37805)
      • Editable Grid - Fixed an issue where the export grid functionality was not working correctly if the base table was EmailsSent. (PL-37470)
      • Calendar - Fixed an issue where some calendar events would not render if the event description used an HTML table. (PL-37489)
      • Calendar - Fixed an issue where description was missing from the event. (PL-37863)

      Regards,

      Ayushi

    • Method Updates - August 25th, 2022

      The following updates are now live for users of Method

        Fixes

        • Switch Accounts - Fix for users being redirected to a blank screen when attempting to switch accounts on mobile web. (PL-37570)

        Regards,

        Khamil

      • Method Updates - August 24th, 2022

        The following updates are now live for users of Method

        New Features / Updates

        • Calendar - Added support for a button menu within the calendar event card and updated calendar event names in designer. (PL-37366)
        • Estimates, Invoices, Sales Receipts, Sales Orders, Bills, Purchase Orders - Fixed an issue where users could get an error in some scenarios on the mobile Add/Edit Item screen saying the transaction RecordID was missing or invalid. (PL-37449)

        Fixes

        • Purchase Orders - Fixed the screen logic to give a more user-friendly error message when the Vendor Message field has too many characters. (PL-37725)
        • Portal - Fixed an issue where the customer balance on the home screen did not include decimal places in some scenarios. (PL-37574)
        • Invoices - Fixed an issue where invoices converted from estimates for Xero accounts defaulted to a status of "Sent". (PL-37197)

        Regards,

        Phil

      • Method Updates- August 19, 2022

        The following updates are now live for users of Method

        New Features / Updates

        • Contacts - Improved error message on the Edit Entity screen when attempting to save an entity with a duplicate Name. (PL-37446)

        Fixes

        • Actions - Fixed an issue with the Insert Records Into Table action preventing new occurrences from being created. (PL-37589)
        • Field Crew - Fixed an issue where users could map invalid/missing addresses. (PL-37504)
        • Import- Fixed an issue where users could map multiple columns to the same field. (PL-37529)
        • Invoices - Fixed an issue for Xero accounts where clicking Receive Payment on the New/Edit Invoice screen would use an incorrect account on the payment and cause an error message. (PL-37622)

        Regards,

        Ayushi

        • Field Crew - Fixed an issue where users could map invalid/missing addresses. (PL-37504)
      • Method Updates - August 17th, 2022

        The following updates are now live for users of Method

        New Features / Updates

        • Retrieve Values from Table action - Can now retrieve data from the Emails Sent database previously only available under Account Settings. (PL-36511)
        • Editable Grid - Can now display data from the Emails Sent database previously only available under Account Settings. (PL-36840)

        Regards,

        Phil

      • Method Updates - August 16th, 2022

        The following updates are now live for users of Method

          Fixes

          • Editable Grids - Fixed an issue where the horizontal scroll bar would not correctly appear for grids set to read-only. (PL-37439)
          • Grids - Fixed an issue where using the Day of Month and Day of Week comparisons in advanced search would not show proper results. (PL-33341)
          • Tables and Fields - Fixed an issue where reserved words were not being validated when creating a table or field. (PL-37289)

          Regards,

          Mamoon

        • Method Updates - August 15th, 2022

          The following updates are now live for users of Method

          New Features / Updates

            Fixes

            • Buttons - Fixed an issue where full widget hidden buttons still had padding applied. (PL-37584)
            • Sync Engine - Fixed an issue where some users were getting an "Invalid column name ListID". (PL-37668)
            • Work Orders - Fixed an issue where in some scenarios, work orders were getting assigned to MethodSupport. (PL-37539)

            Regards,

            Michael

          • Method Updates- August 12, 2022

            The following updates are now live for users of Method

            New Features / Updates

            • Multi-Tenancy- Billing improvements. (PL-37460)

            Fixes

            • Export - Fixed an issue where users could not add spaces in script builder. (PL-37619)
            • Editable Grids - Fixed an issue where a validation error would occur on linked fields. (PL-37592)
            • Grids - Fixed a paging issue that stopped users from seeing results after refreshing a grid in some scenarios. (PL-34317)
            • Import - Fixed an issue where decimals were being validated incorrecly. (PL-37510)
            • Import - Fixed an issue where summary tile text said "inserted" instead of "updated" for updated records. (PL-37469)
            • Xero - Fixed an issue where clicking receive payment was throwing validation error. (PL-37361)

            Regards,

            Ayushi

          • Method Updates - August 8th, 2021

            The following updates are now live for users of Method

            New Features / Updates

              Fixes

              • Buttons - Fixed an issue where disabled buttons still had a hover state. (PL-37512)
              • Estimates, Invoices - Fixed an issue for Xero accounts where the status label would overlap with other components on screen in certain scenarios. (PL-37260)

              Regards,

              Michael

            • Method Updates - August 4th, 2022

              The following updates are now live for users of Method

              New Features / Updates

              • Grids - Updated Export CSV Email Template to match other templates. (PL-22963)

              Fixes

              • Calendar - Fixed an issue that caused the old resource name to be displayed for recently modified users. (PL-37389)
              • Import - Fixed issue where mapping TenantID was causing an error. (PL-37511)
              • Apps- Fixed an issue where screen copying did not append version number after title for Panel screens. (PL-35817)
              • Calendar - Fixed an issue that generated an error when trying to refresh a hidden calendar. (PL-37432)
              • Export - Fixed an issue where exported dates were zeroed out on the cell. (PL-37545)
              • Multi-tenancy- Fixed an issue where tenant accounts were getting a trial period. (PL-37383)
              • Multi-tenancy - Fixed an issue to update 'sign up country'. (PL-37391)

              Regards,

              Ayushi

            • Method Updates - August 2nd, 2022

              The following updates are now live for users of Method

                Fixes

                • Email campaigns - Fixed an issue where the recipient count was inaccurate on campaigns sent via the legacy Email Campaigns app. (PL-35342)
                • Export - Fixed minor UI issues. (PL-37443)
                • Import - Fixed an issue where the audit trail was not logging import history. (PL-37467)
                • Portals- Fixed an issue where the GetRightPanel error was present. (PL-35743)

                Regards,

                Mamoon

              • Method Updates - July 27th, 2022

                The following updates are now live for users of Method

                New Features / Updates

                  Fixes

                  • Entity Fixed an issue where Vendor Attachments were not appearing on the Entity screen. (PL-37227)
                  • Tags - Fixed an issue where the caret icon was misaligned. (PL-37472)
                  • Multi-tenancy - Fixed an issue where the Export - TenantID field was not visible. (PL-37390)
                  • Multi-tenancy - Fixed an issue to update the 'sign up method' in M: N flow. (PL-37277)

                  Regards,

                  Ayushi

                • Method Updates - July 26th, 2022

                  The following updates are now live for users of Method

                  New Features / Updates

                  • Contacts App - When clicking the "Import" button on the Contact List screen, navigate directly to the Import Tool vs. going to the Import screen in the Contacts app first. (PL-37395)

                  Fixes

                  • Estimates - Fixed an issue with creating work orders that are occasionally assigned to the incorrect customer. (PL-37328)
                  • Send Email App- Fixed an issue where create activity follow-up option was incorrectly hidden in the Send Email app. (PL-37076)
                  • Xero - Fixed an issue where the currency session variable was not correctly populating. (PL-36989)
                  • Xero - Fixed New / Edit Payment screen Show Message that mentioned 'Quickbooks'. (PL-37240)

                  Regards,

                  Mamoon

                • Method Updates - July 25th, 2022

                  The following updates are now live for users of Method

                    Fixes

                    • Activities - Improved the captions and labels on the Activity Reports screen to make them more intuitive. (PL-36666)
                    • App Ribbon - Fixed an issue where the Back arrow required two clicks in the 1/3 app ribbon panel. (PL-36627)
                    • Calendar - Fixed an issue with fonts changing when switching between calendar views. (PL-37351)
                    • Cases - Improved captions and labels to make them more intuitive and aligned with the rest of the apps. (PL-36667)
                    • Cases -Updated back button to go back to browser history. (PL-36413)
                    • Editable Grid - Fixed an issue where the Row Click event did not get triggered on mobile when clicking a card column. (PL-37250)
                    • Export - Fixed an issue exporting fields with special characters. (PL-37417)
                    • Import - Fixed issue that forced users to map name for entity table during an update. (PL-37365)
                    • Items- Filters were added to dropdowns to ensure that users only see valid options to select. (PL-34970)
                    • Opportunities - Improved the captions and labels on the Opportunity Reports screen to make them more intuitive and fixed an issue where navigating away from the screen would not save the filters you had set up. (PL-36664)
                    • Outlook Gadget - Fixed an issue where the list screens in the Gadget were extending off the side of the screen, and some columns were not visible. (PL-37339)
                    • Xero - Fixed an issue where selecting an invoice on the New/Edit Payment screen was throwing an error. (PL-37196)

                    Regards,

                    Mamoon

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