Method Community

 

Release Notes

  • Method Updates - September 13th, 2022

    The following updates are now live for users of Method

    Fixes

    • App routines - Fixed an issue where some app routines were not running after previously being made inactive. (PL-37169)
    • Dashboard - Fixed Remove vs Delete wording for screenlets. (PL-37843)
    • Estimates, Invoices - Fixed an issue on Xero accounts where, when making a copy of an existing transaction, the new status would not be set to Draft. (PL-37873)
    • Multi-tenancy - Fixed an issue where primary and additional tenant sections were showing for non-MT accounts. (PL-37922)

    Regards,

    Mamoon

  • Method Updates - September 12th, 2022

    The following updates are now live for users of Method

    Fixes

    • Checkbox - Fixed an issue where checkboxes were going multi-line even though there was enough space to fit the text all on one line. (PL-37858)
    • Radio buttons - Fixed an issue where the radio button widths not respecting the section width. (PL-37856)
    • Designer - Fixed an issue where the "Default to User Signed In" option was appearing for all dropdowns. (PL-22695)
    • Designer - Fixed an issue where the HTML editor was displaying invalid formatting properties. (PL-20522)
    • Designer - Fixed an issue with misaligned control properties for the image uploader. (PL-18759)
    • Audit Trail - fixed an issue where deleting App permission(s) showed 'Unexpected Results'. (PL-37900)
    • Payment gateways - Fixed an issue with opening gateway settings for multi-tenant accounts. (PL-37906)

    Regards,

    Michael

  • Method Updates- September 9, 2022

    The following updates are now live for users of Method

    New Features / Updates

    • Payments - Changes for Xero: Added a new button to "Sync to Xero", after which the payment enters read-only mode. (PL-37429)

    Fixes

    • Payments - Fixed an issue for Xero accounts where attempts to log a payment through the portal would result in an error. (PL-37477)

    Regards,

    Ayushi

  • Method Updates - September 8th, 2022

    The following updates are now live for users of Method

    New Features / Updates

    • Export - Added multi-tenant support. (PL-37114)

    Fixes

    • Donations - Fixed a UI issue within the app header. (PL-37892)
    • Proposals - Fixed an issue with the styling of the navigation tabs. (PL-37537)

    Regards,

    Khamil

  • Method Updates - September 7th, 2022

    The following updates are now live for users of Method

    New Features / Updates

    • Activities - Added ability to make default activity statuses inactive. (PL-37865)

      Regards,

      Phil

    • Method Updates - September 6th, 2022

      The following updates are now live for users of Method

      New Features / Updates

      • Send Email - New/Edit Email Template screen's buttons are now condensed into a button menu, featuring Save, Save & Back, Save & New. (PL-34072)

      Fixes

      • App routines - Fixed an issue where scheduled app routines were still being run for deleted apps. (PL-37871)
      • Opportunities - Fixed an issue where checking "Notify Assigned To" and clicking Save would cause an error in some multi-tenancy scenarios. (PL-33707)

      Regards,

      Mamoon

    • Method Updates - September 2nd, 2022

      The following updates are now live for users of Method

        Fixes

        • Actions - Fixed an issue for Xero accounts where one session variable still incorrectly mentioned QuickBooks. (PL-37281)
        • Activities - Fixed an issue for multi-tenant accounts where reminder email notifications would always display the main tenant account name instead of the tenant to which the activity belonged. (PL-36936)
        • App Routine - Fixed an issue where scheduled routines were still running for deleted apps. (PL-37591)
        • Designer - Fixed a UI issue with the Selected Image dropdown for unbound images. (PL-15478)
        • Designer - Fixed an issue where the right border color on cells were not being respected. (PL-37796)
        • Email - Fixed an issue where additional spacing was added to text within emails in some scenarios. (PL-35039)
        • Grids - Fixed an issue where grid custom views were visible on guest pages. (PL-34078)
        • Grids - Fixed an issue where the Row Click event got triggered when a user clicked the Show More link in a column with a lot of text. (PL-36028)
        • Import - Fixed an issue where users could not use "Fullname" field to update customer records. (PL-37701)
        • Mobile - Fixed an issue where screens were not scrollable on some tablets. (PL-33980)
        • Purchase Order - Fixed an issue where 'VendorMsg' field was not validating correctly. (PL-22701)
        • Checkbox - Fixed an issue where users could not copy text from checkbox captions. (PL-36035)

        Regards,

        Mamoon

      • Method Updates - August 31st, 2022

        The following updates are now live for users of Method

          Fixes

          • Import - Fixed an issue where the 'skip conflicts' prompt was showing even after the conflict was fixed. (PL-37869)

          Regards,

          Phil

        • Method Updates - August 30th, 2022

          The following updates are now live for users of Method

            Fixes

            • Donations, Work Orders, Field Crew - Fixed an issue where users could enter an invalid state by refreshing the Add/Edit item screen. (PL-37761)

            Regards,

            Mamoon

          • Method Updates- August 26, 2022

            The following updates are now live for users of Method

            Fixes

            • Grids - Fixed an issue on Safari with advanced search where some date field comparison options would cause the grid to freeze. (PL-37702)
            • Editable Grid - Fixed an issue on Safari where a focus ring would incorrectly display on columns in some scenarios. (PL-33628)
            • Chart - Fixed an issue where the ChartRecordID value would always give a blank value. (PL-37697)
            • Editable Grid - Fixed an issue where some configurations of card columns would cause the grid to stop loading correctly. (PL-36600)
            • Retrieve Values from Table, Editable Grid - Fixed an issue where setting criteria against the BatchName field in the EmailsSent table would return incorrect results. (PL-37805)
            • Editable Grid - Fixed an issue where the export grid functionality was not working correctly if the base table was EmailsSent. (PL-37470)
            • Calendar - Fixed an issue where some calendar events would not render if the event description used an HTML table. (PL-37489)
            • Calendar - Fixed an issue where description was missing from the event. (PL-37863)

            Regards,

            Ayushi

          • Method Updates - August 25th, 2022

            The following updates are now live for users of Method

              Fixes

              • Switch Accounts - Fix for users being redirected to a blank screen when attempting to switch accounts on mobile web. (PL-37570)

              Regards,

              Khamil

            • Method Updates - August 24th, 2022

              The following updates are now live for users of Method

              New Features / Updates

              • Calendar - Added support for a button menu within the calendar event card and updated calendar event names in designer. (PL-37366)
              • Estimates, Invoices, Sales Receipts, Sales Orders, Bills, Purchase Orders - Fixed an issue where users could get an error in some scenarios on the mobile Add/Edit Item screen saying the transaction RecordID was missing or invalid. (PL-37449)

              Fixes

              • Purchase Orders - Fixed the screen logic to give a more user-friendly error message when the Vendor Message field has too many characters. (PL-37725)
              • Portal - Fixed an issue where the customer balance on the home screen did not include decimal places in some scenarios. (PL-37574)
              • Invoices - Fixed an issue where invoices converted from estimates for Xero accounts defaulted to a status of "Sent". (PL-37197)

              Regards,

              Phil

            • Method Updates- August 19, 2022

              The following updates are now live for users of Method

              New Features / Updates

              • Contacts - Improved error message on the Edit Entity screen when attempting to save an entity with a duplicate Name. (PL-37446)

              Fixes

              • Actions - Fixed an issue with the Insert Records Into Table action preventing new occurrences from being created. (PL-37589)
              • Field Crew - Fixed an issue where users could map invalid/missing addresses. (PL-37504)
              • Import- Fixed an issue where users could map multiple columns to the same field. (PL-37529)
              • Invoices - Fixed an issue for Xero accounts where clicking Receive Payment on the New/Edit Invoice screen would use an incorrect account on the payment and cause an error message. (PL-37622)

              Regards,

              Ayushi

              • Field Crew - Fixed an issue where users could map invalid/missing addresses. (PL-37504)
            • Method Updates - August 17th, 2022

              The following updates are now live for users of Method

              New Features / Updates

              • Retrieve Values from Table action - Can now retrieve data from the Emails Sent database previously only available under Account Settings. (PL-36511)
              • Editable Grid - Can now display data from the Emails Sent database previously only available under Account Settings. (PL-36840)

              Regards,

              Phil

            • Method Updates - August 16th, 2022

              The following updates are now live for users of Method

                Fixes

                • Editable Grids - Fixed an issue where the horizontal scroll bar would not correctly appear for grids set to read-only. (PL-37439)
                • Grids - Fixed an issue where using the Day of Month and Day of Week comparisons in advanced search would not show proper results. (PL-33341)
                • Tables and Fields - Fixed an issue where reserved words were not being validated when creating a table or field. (PL-37289)

                Regards,

                Mamoon

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