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Release Notes

  • Method Updates- May 6, 2022

    The following updates are now live for users of Method

    New Features / Updates

    • Donations - Implemented the address look up component. (PL-34951)
    • Work Orders - 'All time' date range filter. (PL-35860)
    • Work Orders - Buttons menus add shortcuts to Save & Back and Complete & Back. (PL-35704)
    • Work Orders & Field Crew - Display all line items to remove need to pagination. (PL-36528)

    Fixes

    • Estimate Reports - Fixed an issue where the reports weren't being filtered properly when leaving the screen and coming back to it. (PL-35782)
    • Estimates - Fixes issue where a work order was created without an End Date. (PL-36429)
    • Left nav - Fixed issue with spacing of "more apps" section. (PL-36557)
    • New/Edit Activity - Slight improvements to the Create follow up activity section so a new follow up activity doesn't get created each time you open and click save on the original activity. (PL-29950)
    • Work Orders - Fixes issue where recurrence component was still visible when clicking Save & New. (PL-36521)
    • Work Orders - Improved error handling when routing work orders. (PL-35945)

    Regards,

    Ayushi

  • Method Updates - April 28th, 2022

    The following updates are now live for users of Method

    New Features / Updates

    • Google OAuth - Add OAuth Flow Implementation to the Sign in button. (PL-36336)

    Fixes

    • Calendar - Implemented minimum height to calendar component to fix issue with view selection dropdown. (PL-36300)
    • New Import - Issues loading and uploading a file. (PL-36380)
    • Xero - Invoice status not updating to 'PAID' after making payment. (PL-36113)
    • Calendar - Fixes issue where renaming a user generated an error when reassigning an event. (PL-36349)
    • Calendar is blanking out screen when "Set Active RecordID Action is used". (PL-36423)

    Regards,

    Khamil

  • Method Updates- April 22, 2022

    The following updates are now live for users of Method

    New Features / Updates

    • Adds indexing to MongoDB - Import. (PL-35715)
    • signin - xero user has MethodID (Seen before). (PL-36313)

    Fixes

    • Update action in Invoice App routine fails randomly. (PL-36332)
    • Calendar - Fixes issue where actions were not able to reference the components Title and Description values. (PL-25917)
    • New/Edit Opportunity screen - Fixed issue where a change to the probability field would not be saved and revert back to its previous value. (PL-36054)
    • Opportunity Reports - Fixed error when exporting the Opportunity List by Assigned To report to Excel. (PL-35573)

    Regards,

    Ayushi

  • Method Updates - April 20th, 2022

    The following updates are now live for users of Method

    New Features / Updates

    • Calendar - A collapsible side panel reveals more interactive space when scheduling. (PL-35923)

    Fixes

    • Proposals - Fixes Total Amount field calculations. (PL-34800)

    Regards,

    Phil

  • Method Updates - April 14th, 2022

    The following updates are now live for users of Method

    New Features / Updates

    • Modify Xero Sync (to sync these two new fields). (PL-36183)
    • Dashboard- Audit Trail. (PL-35580)
    • Collapsible side panel. (PL-35923)

    Fixes

    • Xero - App(Contacts) Screen(Guest - Customer Transactions) not showing calculated balance. (PL-35852)
    • Xero, New/Edit Estimate - Fields Amount Inc., Rate Inc. and Total have incorrect values on Prod. (PL-36068)
    • Xero - When first creating an invoice or estimate, Rate Incl and Amt Incl are blank. (PL-36043)
    • Xero - Error when creating a custom app and account corruption. (PL-36180)
    • Set hidden PIN field to automcomplete="New-password". (PL-36255)
    • Proposal Money Fields Not Populating with Values. (PL-34800)

    Regards,

    Khamil

  • Method Updates - April 13th, 2022

    The following updates are now live for users of Method

      Fixes

      • Donor Pages - Fixes issue with Processing Fee Item validation. (PL-34634)
      • Work Orders - Improves error handling when routing selected work orders from a list. (PL-35421)

      Regards,

      Phil

    • Method Updates- April 8, 2022

      The following updates are now live for users of Method

      New Features / Updates

      • Calendar - Fixes issues where resource selection was not maintain if multiple calendars where displayed on the same screen. (PL-36092)

      Fixes

      • Xero - invoice - When inserting invoice, getting 2 invoices in xero. (PL-36048)
      • Xero - Items - FullName not populating for items created in Method. (PL-35934)
      • Editable Grids - Fixed an issue where card columns were not properly being considered in search. (PL-35669)
      • Editable Grids - Fixed an issue where card columns were not displaying properly on mobile when the show column total configuration was checked. (PL-35699)
      • Not able to reset Quickbooks file name. (PL-36109)
      • Calendar - Fixes issue where Day View did not display all events when compared to Week View. (PL-36095)
      • Calendar - Fixes issue where events after 8pm were not visible in Day View. (PL-36150)
      • Email Campaigns app - Fixed an issue where clicking on any of the campaign's recipients was not properly navigating to the View Contact screen. (PL-35931)
      • Email Campaigns app - Fixed an issue where additional columns on the Select Contacts grid did not have any captions. (PL-35453)

      Regards,

      Ayushi

    • Method Updates - April 5th, 2022

      The following updates are now live for users of Method

      Fixes

      • Donations - Fixes issue where users were unable to save Payment Method without a Payment Gateway. (PL-35899)
      • Donor Pages - Improved validation for required fields. (PL-35801)
      • Estimates - Fixes error message when converting to Work Order while using Subtotal type item. (PL-34985)
      • Grid Advanced Search - Fixed an issue where using advanced search against Tags would not always return the correct records. (PL-35706)
      • Report Designer - Fixes issue of a missing font for printing bank checks. (PL-35865)
      • Report Designer - Fixes to user interface while saving a report. (PL-35996)
      • Work Orders - Improved validation when routing work orders. (PL-35864)
      • Calendar - Fixes issue where caption was always hidden . (PL-35902

      Regards,

      Mamoon

    • Method Updates - March 28, 2022

      The following updates are now live for users of Method

      New Features / Updates

      • Calendar - All new sign ups will see the new Calendar component by default. (PL-35253)

      Regards,

      Guillermo

    • Method Updates- March 25, 2022

      The following updates are now live for users of Method

      New Features / Updates

        Fixes

        • Action Editor - Fixed issue with loop and retrieve actions not loading properly when using fields that are just numbers. (PL-35915)
        • Designer - Fixed issue with jump to references feature not highlighting the correct action when used in a conditional. (PL-35943)
        • Xero - API Minute Limit - It keeps requeuing failed messages that has a dependency error . (PL-35728)

        Regards,

        Ayushi

      • Method Updates - March 23rd, 2022

        The following updates are now live for users of Method

          Fixes

          • Create Short Method URL Action - Fixed an issue where the action was producing an error in some scenarios. (PL-35967)

          Regards,

          Phil

        • Method Updates - March 22nd, 2022

          The following updates are now live for users of Method

          New Features / Updates

          • Proposals - Fixes issue where CC/BCC specified in email template did not work. (PL-32419)

          Fixes

          • Field Crew - Improved workflow design for work orders with a captured signature. (PL-35086)

          Regards,

          Mamoon

        • Method Updates- March 18, 2022

          The following updates are now live for users of Method

          New Features / Updates

          • Marketplace Packs - Add support for per accounting package pack descriptions. (PL-35536)
          • Sign up form bugs/improvements for First and Last Name. (PL-35194)
          • End Sign Up A/B Test. (PL-35848)
          • Update BatchPaymentTxnID and AdditionalReference to accounting fields. (PL-35909)

          Fixes

          • SignIn Error Messaging Getting Overriden. (PL-35789)
          • Email Campaigns - Fixed issue where Ongoing snapshot on the app tile was showing an incorrect value. (PL-35681)

          Regards,

          Ayushi

        • Method Updates - March 17th, 2022

          The following updates are now live for users of Method

          New Features / Updates

          • Marketplace Packs - Add support for per accounting package pack descriptions. (PL-35536)
          • Sign up form bugs/improvements for First and Last Name. (PL-35194)
          • End Sign Up A/B Test. (PL-35848)

          Fixes

          • SignIn Error Messaging Getting Overriden. (PL-35789)
          • Bill/Shipping address not populating on PrintTemplate(Printable Invoice QBO). (PL-35667)
          • IncomeAccount always required on invoices (read through comments). (PL-35108)
          • Email Campaigns - Fixed issue where Ongoing snapshot on the app tile was showing an incorrect value. (PL-35681)

          Regards,

          Khamil

        • Method Updates - March 16th, 2022

          The following updates are now live for users of Method

            Fixes

            • Calendar - Fixes issue with some custom title and descriptions. (PL-35795)

            Regards,

            Phil

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