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Release Notes

  • Method Updates - October 7th, 2021

    The following updates are now live for users of Method

      Fixes

      • Sync Conflicts System Page - Fixes issues with search. (PL-33875)
      • Tables & Fields - Can't Delete Fields From Table. (PL-34242)

      Regards,

      Phil

    • Method Updates - October 6th, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • Contacts App - Enter address information for new and existing contacts by using the Address Lookup component. (PL-34017)

      Fixes

      • Contacts app - Company Name is added to Billing Address line 1 if provided, for QBDT accounts. (PL-33834)

      Regards,

      Phil

    • Method Updates - Oct 1st, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • Tables & Fields - Redesigned the system page with a few new features including: table & field descriptions, table & field source, last modified date as a column and sorting option, and ability to get all field references. (PL-34235)

      Regards,

      Michael

    • Method Updates - Sep 30th, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • Display system page - Improved input validations. (PL-33771)
      • User Profile system page - Improved input validations. (PL-33814)

        Fixes

        • QBDT Sync - Fix for error on the sync engine "Length cannot be less than zero". (PL-34216)

        Regards,

        Michael

      • Method Updates - September 28th, 2021

        The following updates are now live for users of Method

        New Features / Updates

        • Sync conflicts page (QBDT) - Removed the XML code from the sync conflict error and moved it to a collapsed section on screen. (PL-33869)

        Fixes

        • Charts - Fixed an issue where charts were displaying too many decimal values. (PL-33887)
        • Multi-tenancy - Fixed some issues with values in dropdowns based off the Users table not saving properly cross-tenant. (PL-33835)

        Regards,

        Jason

      • Method Updates - September 27th, 2021

        The following updates are now live for users of Method

        New Features / Updates

          Fixes

          • Action Editor - Added validation when trying to delete a button menu item. (PL-28078)
          • Action Editor - Fixed "Jump to this action set" for button menus. (PL-33902)
          • Action Editor - Fixed "Jump to this action set" in editable grids. . (PL-33903)
          • Action Editor - Fixed issue where you were able to delete controls that were referenced in a button menu. (PL-33755)
          • Action Editor - Fixed issue with not being able to copy actions within button menus. (PL-33914)
          • Action Editor - Fixed issue with not being able to copy actions within editable grids. (PL-33915)
          • Action Editor - Removed attachments widget from the Refresh control action. (PL-20612)
          • Designer - Fixed issue where components properties were not being disabled when screen is in read-only mode. (PL-34056)
          • Payments System Page - Fixes issue where browser-back got stuck in a loop. (PL-33742)
          • Reports - Fix preview logo for old logos uploaded. (PL-34154)
          • Sign In - Fixed issue with some accounts being able to toggle between classic and new if there was an apostrophe in the account name. (PL-34173)
          • Signature Component - Fixes wrong caption referencing Address Lookup in design properties. (PL-34159)

          Regards,

          Guillermo

        • Method Updates - September 22nd, 2021

          The following updates are now live for users of Method

            Fixes

            • Multi-Tenant - Fixed issue with main tenant logo being displayed instead of sub-tenant on reports. (PL-32087)
            • Dropdowns - Fixed an issue with dropdown menu placement on an editable grids with a horizontal scroll bar. (PL-33788)
            • Attachments - Fixed an issue where the attachments widget appeared in front of an open dropdown menu. (PL-33906)
            • Activity Reminders - Fixed an issue where toggling "cause reminder" on an Activity Status did not update existing activities with that status. (PL-33769)
            • Check Permissions Action - Fixed an issue where the select a permission dropdown was not showing any available actions for custom apps. (PL-33402)
            • Tables & Fields - Fix to show the Class field in QBO accounts (now shows in Export, Report Designer, etc.). (PL-31180)
            • Gmail Sidebar - Fix to use CompanyName as the entity name if it exists instead of FirstName + LastName. (PL-23356)

            Regards,

            Phil

          • Method Updates - Sept 21st, 2021

            The following updates are now live for users of Method

            Fixes

            • Donations - Fixes issue with merging Currency field in Online Donation Notification template. (PL-33924)

            Regards,

            Jason

          • Method Updates - Sept 16th, 2021

            The following updates are now live for users of Method

            Fixes

            • App Routines - Fixes incorrect link in failed app routine email. (PL-34002)
            • Tables & Fields - PrefVendor field from Item table made visible to QBO accounts. (PL-33926)

            Regards,

            Michael

          • Method Updates - Sep 10th, 2021

            The following updates are now live for users of Method

            New Features / Updates

            • App Routines System Page - Routine schedules are now sorted by the Next Run Date. (PL-33227)

            Fixes

            • Designer - Fixed issue where version notes were not being cleared when creating a new version. (PL-33905)
            • Designer - Fixed issue with values not being saved in actions when changing between field types (Text, Action Result, Etc). (PL-33831)
            • Report Designer - Fixed bug where customizers were not able to access reports. (PL-33923)
            • Report Designer - Fixed bug where users were not taken to new report when duplicating. (PL-33886)
            • Report Designer - Fixed bug that did not allow saving a report without a description. (PL-33885)
            • Report Designer - Fixed bug that did not respect new name when copying reports. (PL-33589)
            • Donor Pages - Fix for wrong default value for Internal Notification email template in QuickBooks Desktop Donor Page accounts. (PL-33955)
            • Process Payment Action - Fixes issue where a set value appears as editable. (PL-32954)
            • App Routines - Fixed issue where disabled routines appeared. (PL-33963)
            • Transactions- Creating Transactions for Customer Lead Causes Error with 'Prepare for accounting' Action. (PL-33993)

            Regards,

            Michael

          • Method Updates - September 7th, 2021

            The following updates are now live for users of Method

            Fixes

            • Text Component V2 - Issue with text formatting when clicking HTML link. (PL-33929)

            Regards,

            Jason

          • Method Updates - September 3rd, 2021

            The following updates are now live for users of Method

            Fixes

            • Activity Reminders - Fixed an issue where toggling an Activity Type's "Cause Reminder" setting would not get applied to activities that had previously been created. (PL-33374)
            • Editable Grids - Fixed a mismatch that would occur between data in the grid and the column headers, in certain grids with button columns. (PL-33730)
            • Multi-Tenancy - Fixed an issue where Update Fields in Table actions always got applied to all records across all tenants, even when TenantID was not specified in the criteria. (PL-33867)

            Regards,

            Guillermo

          • Method Updates - September 1st, 2021

            The following updates are now live for users of Method

              Fixes

              • Multi-Tenancy - Fixed an issue where the TenantID field could not be saved as empty via editable grid or update action, would always revert back to current tenant. (PL-33415)
              • Donor Pages - Fixed an issue in the donations app where the "Thank you" notification was defaulting to the wrong template. (PL-33862)
              • Multi-tenancy - Fixed an issue where a user invited to a new tenant keeps getting kicked out. (PL-33800)
              • Sales Orders - Fixed an issue where a % line item's amount was calculated incorrectly when added after a subtotal item. (PL-33836)

              Regards,

              Phil

            • Method Updates - Aug 31st, 2021

              The following updates are now live for users of Method

                Fixes

                • List Screens - Fixed an issue where, upon navigating back to a list screen, the grid view filter would reset to the default view. (PL-33890)

                Regards,

                Jason

              • Method Updates - Aug 30th, 2021

                The following updates are now live for users of Method

                Fixes

                • Activity Reports - Fixed an issue where the Assigned To dropdown filter did not respect shared user permissions. (PL-33865)

                Regards,

                Guillermo

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