Method Community

 

Release Notes

  • Method Updates - April 5th, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Contacts - Changed the default view filter to Shared - Active Customers and Leads. (PL-40173)
    • Contacts - Added a tab to the Contact List screen that shows a list of Companies. (PL-39891)

    Fixes

      Regards,

      Hannah

    • Method Updates - April 4th, 2023

      The following updates are now live for users of Method

      New Features / Updates

      • 2FA - Introducing two-factor authentication for all users. (PL-40503)
      • Gallery - New component is now generally available in screen designer. (PL-38113)
      • Proposals - Updated logic to not allow a proposal requiring payment for acceptance to be sent, if the payment gateway is not setup. (PL-39264)

      Fixes

      • Export tool - Added a feature under filtering option to be able to sort based on any field in ascending or descending order. (PL-40470)

      Regards,

      Nicolas

    • Method Updates- March 31, 2023

      The following updates are now live for users of Method

      New Features / Updates

      • Sales Orders - Able to create transactions for an inactive customer. (PL-40450)
      • Invoices - Able to create transactions for an inactive customer. (PL-40448)

      Fixes

      • Transactions (Xero) - Fixed an issue where users could create transactions for inactive customers. (PL-37313)
      • Sales Receipts - Fixed an issue where the New/Edit Sales Receipt screen layout was misaligned on small screens. (PL-37294)

      Regards,

      Ayushi

    • Method Updates - March 30th, 2023

      The following updates are now live for users of Method

      New Features / Updates

      • Sync - Fixed an issue where a conflict was not being created for Items with a cost value that exceeds what is supported by Method. (PL-40235)
      • Work Orders - Updated logic when dragging an Occurrence event on Calendar to give users the option to edit the Series. (PL-40309)
      • Activities - Updated logic when dragging an Occurrence event on Calendar to give users the option to edit the Series. (PL-40308)
      • Payments (Xero) - Fixed an issue where the amount field populated with an account's total balance, rather than the amount of the invoice to be payed. . (PL-37601)

      Fixes

      • Donor Pages - Auto-populate the “Cause Title” with the Program name when no title is given. (PL-40416)
      • Donations - Hide items grid when empty to be consistent with other versions - QBO Global Mobile . (PL-40451)
      • Items - Added error messaging when trying to save an Item with a name that already exist in the list. (PL-37791)

      Regards,

      Khamil

    • Method Updates - March 28, 2023

      The following updates are now live for users of Method

        Fixes

        • Field Crew - Fixed the All Time dropdown option to filter the grid of Work Orders for all time. (PL-40417)

        Regards,

        Nicolas

      • Method Updates - March 27th, 2023

        The following updates are now live for users of Method

        New Features / Updates

        • Donations - Removed the additional “Add Item” button from above the items grid on mobile. (PL-36652)

        Fixes

        • Invoices - Fixed an issue where clicking on the Overdue Invoice screenlet redirected to the Shared Invoices grid rather than the Overdue Invoice grid. (PL-40241)

        Regards,

        Phil

      • Method Updates- March 24, 2023

        The following updates are now live for users of Method

        Fixes

        • Payments - Fixed an issue where some single payments were logged twice in the payments history page. (PL-40328)

        Regards,

        Ayushi

      • Method Updates - March 23rd, 2023

        The following updates are now live for users of Method

        Fixes

        • Multi-tenancy - Added clear error messaging when a tenant account tries to create a table. (PL-40158)
        • Export - Fixed an issue where exporting any table sorted the records randomly. (PL-39697)

        Regards,

        Khamil

      • Method Updates - March 22, 2023

        The following updates are now live for users of Method

        New Features / Updates

        • Invoices - Added logic to the Due Date calculation to support date driven terms.

          Regards,

          Hannah

        • Method Updates - March 21st, 2023

          The following updates are now live for users of Method

          New Features / Updates

          • Work Orders, Field Crew - Now available for Xero users. (PL-39971)

          Fixes

          • Terms - Fixed several issues related to save buttons not functioning properly and missing validation. . (PL-40254)
          • Payments - Fixed an issue where navigating to the Guest - Pay Now screen directly from an email resulted in an error in the balance. (PL-35936)

          Regards,

          Nicolas

        • Method Updates - March 16th, 2023

          The following updates are now live for users of Method

          Fixes
          • Payments - Fixed duplicate entries into Payment transaction log. (PL-40284)
          • Proposals - Fixed editable grid not showing up properly on mobile. (PL-39658)
          Regards,
          Khamil

        • Method Updates - March 14th, 2023

          The following updates are now live for users of Method

          New Features / Updates

          • Merge identity-server to ms-authenticaiton repo master branch . (PL-39882)
          • Work Orders - Added option to filter by Cancelled work orders on reports screen. (PL-24037)

          Fixes

          • Import- Fixed an issue where all tables were not available to select, modified Update/Import option to auto disable or enable depending on tables supporting edit/ insert . (PL-39763)

          Regards,

          Nicolas

        • Method Updates- March 10, 2023

          The following updates are now live for users of Method

          Fixes

          • QBDT - Fixed an issue where the line item quantity value was rounded after syncing to QuickBooks sales receipts (PL-38906)
          • Export - Fixed an issue with JobType and JobStatus tables missing under Tables & Fields. (PL-40040)

          Regards,

          Ayushi

        • Method Updates - March 8th, 2023

          The following updates are now live for users of Method

          New Features / Updates

          • Work Orders, Field Crew - Changed the name of the calendar screens in these apps from just "Calendar" to "Work Order Calendar" and "Field Crew Calendar". (PL-40107)

          Fixes

          • Screen Load - fixed an issue that caused screens to take longer than usual to load. (PL-40026)
          • Editable Grid - Fixed an issue where updating a dropdown object on screen from the grid's row click event did not work. (PL-39904)
          • Donor Pages - Program field is no longer required to be populated. (PL-16332)

          Regards,

          Hannah

        • Method Updates- March 7th, 2023

          The following updates are now live for users of Method

          New Features / Updates

            Fixes

            • Screen Load - fixed an issue that caused screens to take longer than usual to load. (PL-40026)
            • Donor Pages - Program field is no longer required to be populated. (PL-16332)

            Regards,

            Nicolas

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