Method Community

 

Release Notes

  • Method Updates - November 12th, 2024

    The following updates are now live for users of Method

    New Features / Updates

    • Charts - Added support for drill down experience on mobile. (PL-49867)

    Fixes

    • Purchase Orders - Fixed an issue to stop percentage rate items from carrying to a Purchase Orders created by an Invoice, Estimate or Sales Order. (PL-49877)
    • Purchase Transaction - Fixed an issue where percentage rate items could be added to Bills and Purchase Orders. (PL-49123)

    Regards,

    Arshi

  • Method Updates - Nov 11th, 2024

    The following updates are now live for users of Method

    New Features / Updates

      Fixes

      • Purchase Orders - Fixed an issue to stop percentage rate items from carrying to a Purchase Orders created by an Invoice, Estimate or Sales Order. (PL-49877)
      • Purchase Transaction - Fixed an issue where percentage rate items could be added to Bills and Purchase Orders. (PL-49123)

      Regards,

      Harman

    • Method Updates - November 7th, 2024

      The following updates are now live for users of Method

      New Features / Updates

      • Donations - Updated recurring donations app routines with improved fail-safes and payment retry logic. (PL-47143)
      • Donations - Updated recurring donation to recognize an expired payment method and notify the assign to. (PL-49313)
      • Donations - Added an activity for failed recurring donation payments. (PL-49118)

      Fixes

      • Items - Added validation for description length on non-inventory parts to avoid sync conflicts. (PL-49829)

      Regards,

      Hannah

    • Method Updates - November 5th, 2024

      The following updates are now live for users of Method

      New Features / Updates

      • Proposals - Added IncomeAccount linked field to ProposalLine table. (PL-49826)

      Regards,

      Arshi

    • Method Updates - October 29th, 2024

      The following updates are now live for users of Method

      New Features / Updates

      • Proposals - Updated the 'Require payment to accept' settings to include collection of a payment method for recurring auto-paid invoices. (PL-47400)
      • Proposals - Updated the 'Send' tab of a draft proposal to populate the default customer notification email. (PL-49668)

        Regards,

        Arshi

      • Method Updates - Oct 28th, 2024

        The following updates are now live for users of Method

        New Features / Updates

        • Grids - Fixed an issue where initial avatars are not showing up when using card columns. (PL-49039)
        • Donations - Added a payment method status field to the recurring donations screen. (PL-49533)
        • Invoices - Added error handling when sending SMS over 160 characters. (PL-49613)
        • Sales Receipts - Added error handling when sending SMS over 160 characters. (PL-49606)

        Fixes

        • Donor Page - Fixed an issue with the validation rules on the Accept Donations setting page. (PL-49665)

        Regards,

        Harman

      • Method Updates - October 24th, 2024

        The following updates are now live for users of Method

        New Features / Updates

        • Proposals - Improved the preview, editing and duplication experience for engagement letter templates. (PL-46704)
        • Proposals - Updated the terms tab to include preview and editing views of the engagement letter. (PL-46709)
        • Estimates - Added error handling when sending SMS over 160 characters. (PL-49604)
        • Payments - Added error handling when sending SMS over 160 characters. (PL-49582)

        Fixes

        • Chips - Various bug fixes related to long chip values. (PL-49141)
        • Chips - Fixed an issue with maximum value when using between with decimal values. (PL-49148)

        Regards,

        Hannah

      • Method Updates - October 23rd, 2024

        The following updates are now live for users of Method

        New Features / Updates

        • Opportunities - Updated the Reorders feature to improve usability in method and on the customer portal. (PL-48844)

        Fixes

          Regards,

          Nicolas

        • Method Updates - Oct 21st, 2024

          The following updates are now live for users of Method

          New Features / Updates

            Fixes

            • Charts - Fixed an issue with the Compare As options being hidden when working with dates filters. (PL-49386)
            • Sign-up page - Fixed an issue where the header overlapped main content. (PL-49405)

            Regards,

            Harman

          • Method Updates - October 18th, 2024

            The following updates are now live for users of Method

            New Features / Updates

            • Sales Order - Added error handling when sending SMS over 160 characters. (PL-49388)
            • Work Orders - Added error handling when sending SMS over 160 characters. (PL-49385)

            Fixes

            • Send Transaction SMS - Fixed an issue where the wrong default message was populating the Edit & Send SMS screen. (PL-49420)
            • Work Orders - Fixed an issue where the tax code "No VAT" was not being shown for QBOG. (PL-48203)

            Regards,

            Courtney

          • Method Updates - October 15th, 2024

            The following updates are now live for users of Method

            New Features / Updates

            • Grids - Improved paging UI for editable grids. (PL-49061)
            • Work Orders - Added external reminders support for recurring schedules. (PL-48351)

            Fixes

            • Grids - Fixed an issue with paging for firefox. (PL-49319)
            • Editable Grid - Fixed an issue where grid flickered when rendering a large list. (PL-49362)
            • Donations - Fixed a problem where recurring donations were not being processed for QBOG. (PL-49400 )
            • Send Email - Fixed the hyperlink for the portal when previewing transaction emails. (PL-49373 )
            • Activites - Fixed an issue where the end date disappeared when selecting phone call incoming/outgoing as the type. (PL-49394 )

            Regards,

            Nicolas

          • Method Updates - October 11th, 2024

            The following updates are now live for users of Method

              Fixes

              • Work Orders - Fixed an issue where the child items of a group item were being removed and not carried to the invoice. (PL-49296)
              • Work Orders - Fixed an issue where work orders with the same start and end date were not appearing in print reports. (PL-49344)

              Regards,

              Courtney

            • Method Updates - October 10th, 2024

              The following updates are now live for users of Method

              Fixes

              • Attachments - Fixed an issue where files under 50MB limit were failing to upload. . (PL-49178)
              • Items - Fixed an issue where items were not showing when searching with cost price ending in zero . (PL-48485)

              Regards,

              Hannah

            • Method Updates - Oct 9th, 2024

              The following updates are now live for users of Method

              Fixes

              • 
Payments - Fixed the "B001 - fnSetAccounting_CleanUp" error when attaching an Invoice to a payment record. (PL-49250)

              Regards,

              Nicolas

            • Method Updates - Oct 7th, 2024

              The following updates are now live for users of Method

              New Features / Updates

              • Chips - The cursor now focuses on the search field to remove the need for having to click on the field. (PL-48419)
              • Sync System V4 Pages - Fixed the sentence case for all headings and titles. (PL-46631)

              Fixes

              • Grids - Fixed an issue with grid sizing when used in a screenlet. (PL-49130)
              • QBDT - Fixed buttons on the sync instructions page. (PL-44177)
              • Mobile App - Fixed an issue where some text fields were appearing as password fields in the Work Order/Field Crew apps. (PL-45738)
              • Bills - Fixed the "B001-fnSetAccounting_CleanUp" error when creating Bills from Purchase Orders. (PL-49261)

              Regards,

              Harman

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