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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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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