Method Community

 

Release Notes

  • Method Updates - January 5th, 2023

    The following updates are now live for users of Method

    New Features / Updates

      Fixes

      • Import tool- Fixed an issue where tags dropdown extended off the screen. (PL-39000)
      • Donor Pages - fixed an issue when donating, the sales receipt did not include the class name. (PL-39122)
      • Activities - Fixed an issue where the transaction link for Purchase Orders did not appear in the Activity Log. (PL-38758)
      • Activities - Fixed an issue where the due date field was missing when dragging to create an activity in the calendar. (PL-37216)

      Regards,

      Khamil

    • Method Updates - January 4th, 2022

      The following updates are now live for users of Method

      Fixes

      • Manage Apps - Fixed an issue where app snapshots could not be set up when a field in the base table was named as a number. (PL-38719)
      • Import tool - Fixed an issue where users were getting an error importing to a custom table. (PL-39075)

      Regards,

      Hannah

    • Method Updates - January 3rd, 2022

      The following updates are now live for users of Method:

        Fixes

        • Onboarding - Fixed an issue where the onboarding survey would relaunch if the account was already synced. (PL-39120)

        Regards,

        Mamoon

      • Method Updates- December 23, 2022

        The following updates are now live for users of Method

        Fixes

        • Report Designer - Fixed an issue where adding a 5th detail table to a report would cause an error on generation. (PL-39150)
        • Validation Rules - Fixed an issue where email addresses with underscores in the domain were incorrectly passing validation. (PL-38759)
        • Calendar - Fixed an issue where the "show settings" configuration would not be saved. (PL-37551)

        Regards,

        Ayushi

      • Method Updates - December 21st, 2022

        The following updates are now live for users of Method

        New Features / Updates

        • Email Campaigns - Added a new “Unsubscribed” tile to the analytics at the top of the View Email Campaign screen. (PL-36853)

        Fixes

        • App Routines - Fixed the formatting of date & time on the App Routine History page. (PL-39130)
        • Email Campaigns - Fixed an issue where the number of recipients on the View Email Campaign screen was higher than expected. (PL-39132)
        • Email Campaigns - Fixed an issue where email campaigns were not completing for some users. (PL-39005)
        • Email Campaigns - Fixed an issue where invalid recipients were copied over when duplicating an email campaign.(PL-38840)
        • Email Campaigns - Fixed an issue where the back button did not appear on the View Email Campaign screen. (PL-37771)

        Regards,

        Hannah

      • Method Updates - December 19th, 2022

        The following updates are now live for users of Method

        New Features / Updates

          Fixes

          • Calendar - Fixed an issue with the shadow hover when dragging a calendar event on Safari. (PL-38981)
          • Opportunities - Fixed an issue where attempting to send an email to a contact without an email address did not display an error message. (PL-38998)

          Regards,

          Michael

        • Method Updates - December 14th, 2022

          The following updates are now live for users of Method

          Fixes

          • Invoices - Duplicate line items are being added with a description "LOtrans" after the Invoice syncs to QB. (PL-39086)
          • Calendar - Fixed an issue where moving an event in the month view caused the event to increment by 15 minutes. (PL-39084)

          Regards,

          Hannah

        • Method Updates- December 9, 2022

          The following updates are now live for users of Method

          New Features / Updates

          • Opportunities - Changed the destination when clicking on New/Edit Lead Source to navigate to the Lead Source List in the Contacts app. (PL-38934)
          • Opportunities - Converted the Lead Source grid to the editable grid format. (PL-38929)
          • Opportunities - Converted the Opportunity Stage grid to the editable grid format. (PL-38928)
          • Opportunities - Converted the Opportunity Type grid to the editable grid format. (PL-38927)
          • Activities - Converted the Activity Type grid to the editable grid format. . (PL-38925)

            Regards,

            Ayushi

          • Method Updates- December 02, 2022

            The following updates are now live for users of Method

            New Features / Updates

            • Calendar - Added support to create a custom title and description for the Waitlist event card. (PL-38574)

            Fixes

            • Import - Fixed an issue where users were asked to apply tags to every record, even when importing into a table without the TagList field. (PL-37934)
            • Shell - Fixed an issue where the mobile shell and nav are randomly displayed in desktop browsers. (PL-30082)

            Regards,

            Ayushi

          • Method Updates - November 29th, 2022

            The following updates are now live for users of Method

            Fixes

            • Grids - Fixed an issue on mobile where the grid caption did not appear in the correct position on some devices. (PL-38205)
            • Sync - Fixed an issue where the 'Refetch' action was not working. (PL-38768)
            • Tags - Fixed an issue with the appearance in read-only mode.(PL-38657)
            • Calendar - Removed already added resources from the resource dropdown. (PL-38160)
            • Calendar - Fixed an issue where the calendar menu state was not saved when navigating away from the screen. 

            Regards,

            Mamoon

          • Method Updates - November 28th, 2022

            The following updates are now live for users of Method

            New Features / Updates

              Fixes

              • Work Orders - Fixed an issue where the calendar in some scenarios would not show the resource . (PL-38740)
              • Work Orders - Fixed an issue where the calendar in some scenarios would be blank on Safari. (PL-38794)
              • Work Orders - Fixed an issue where users were unable to create an invoice from the calendar. (PL-38883)

              Regards,

              Michael

            • Method Updates- November 25, 2022

              The following updates are now live for users of Method

              New Features / Updates

              • Xero - Support for Multi-Tenancy. (PL-37798)
              • Portals - Removed the duplicated Contact Us section from the Guest - Customer Home screen now that it's handled via the portal settings. (PL-37642)

              Fixes

              • Work Orders - fixed issue where certain date ranges did not update the charts or reports. (PL-38630)

              Regards,

              Ayushi

            • Method Updates - November 23rd, 2022

              The following updates are now live for users of Method

              Fixes

              • Advanced Search - Fixed an issue preventing use of advanced search for tags with apostrophes. (PL-38607)
              • Email - Fixed an issue where emails were failing to send for some accounts using gmail server. (PL-38841)
              • Calendar - Fixed an issue on Safari Mobile browser where the user was not able to access the button menu on Event Card. (PL-38741)
              • Calendar - Fixed an issue where text on an Event Card title would overlap the close icon. (PL-38716)
              • Send Email App - Fixed an issue where Aria-hidden attributes were not correct on left navigation menu. (PL-38837)
              • Grids - Fixed an issue where numbers in decimal fields were being truncated. (PL-38848)
              • Contacts - Fixed an issue where email addresses with an underscore or other special characters at the beginning were flagged as invalid. (PL-38654)
              • Calendar - Fixed an Event Card issue where instructions were not inline with the corresponding caption. (PL-38642)

              Regards,

              Hannah

            • Method Updates - November 22nd, 2022

              The following updates are now live for users of Method

              New Features / Updates

              • Email Campaigns - Added a status column to the recipient grid on the view campaigns screen.(PL-38156)
              • Email Campaigns - Modified analytics to calculate more accurately for emails sent & emails opened.(PL-38170)
              • Portal Theming- Ability to brand customer Portals. (PL-38765)

              Fixes

              • Email Campaigns - Fixed an issue where the recipient count and campaign status were not updated correctly. . (PL-38829)

              Regards,

              Mamoon

            • Method Updates - November 21st, 2022

              The following updates are now live for users of Method

              New Features / Updates

                Fixes

                • Calendar - Fixed an issue where event card button menus were being cut off on mobile. (PL-38700)
                • HTML Editor - Fixed an issue where tapping backspace wouldn't work on iOS mobile devices. (PL-38757)
                • System Pages - Fixed an issue where clicking on System Pages' empty space would cause the background color of screens to flash blue (PL-38811)

                Regards,

                Michael

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