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The following updates are now live for users of Method
New Features / Updates
- Donate Now screen - Display gateway response during payment processing. (PL-30269)
- Guest Payment screen - Display gateway response during payment processing. (PL-30238)
Fixes
- Items app - Removed QBDT specific fields from the Items List screen for QBO accounts. (PL-30188)
Regards,
Guillermo
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The following updates are now live for users of Method
New Features / Updates
- Automated Emails - Sender of automated emails from Method can now be set via the Email From field on Email Templates.. (PL-29606)
- Transaction Notification Emails - Better handling of international and multi-currency scenarios.. (Pl-30086)
- New/Edit Donation - Update Process Payment logic for Errors. (PL-30270)
- Editable Grids - Improved behavior of the header checkbox.. (PL-29497)
- New/Edit Payment - Display gateway response message when processing a payment. (PL-30249)
- QuickBooks Desktop - New improved designs on the onboarding sync screen. (PL-30210)
Fixes
- New/Edit Purchase Order - Improved handling of the Customer dropdown's default value on the line item grid.. (PL-29506)
- Multi-Tenancy - Issues with inserting cross tenant records when using Display values. (PL-29921)
- Multi-Tenancy - Fixed an error that some users were facing - "Sequence contains no matching element". (PL-30320)
- Payments - Fixed issue where a blank customer record was created while saving payment information (QBO Payments). (PL-29669)
- Cases app - Added logic to prevent error messages if the user has deleted some stock dropdown options.. (pl-26688)
- Import/Export Tool - Fixed an issue with importing. (PL-30319)
- Import/Export Tool - Unable to update items. Error: "This Name is already in use". (PL-30271)
- Import/Export Tool - Fixed issue with using 'AssignedTo' field when importing. (PL-30325)
Regards,
Phil
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The following updates are now live for users of Method
Updates
- Field Services - Offering Sign Up Page.
Fixes
- Creating a dropdown field in a multi-tenancy account will now default the values in the dropdown to the current tenant instead of the main tenant. (PL-29630)
- Fixed an issue with using the 'Prepare for Accounting' action across tenants in a multi-tenancy environment. (PL-30008)
- Fixed entity merge issue that occurred when the entity had data in the shipping address. (PL-29811)
Regards,
Marwan
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The following updates are now live for users of Method
Fixes
- Removed some character restrictions on Profile Photo filename which prevented users from uploading photos. (PL-30023)
- Fixed issue in Items app where if you deleted an item you could not add another with the same name. (PL-30205)
Regards,
Guillermo
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The following updates are now live for users of Method
New Features / Updates
- Editable grids - Changed the way dropdowns work so you can now see the full text for options in the menu, instead of truncating.
- Rest API - Support aggregate functions (count, sum, average, min, max, distinct count, group by)
Fixes
- Date time picker - Fixed issue where the populated value was not appearing on Firefox.
- Editable grids - Fixed a bug with adding a dropdown based off the Users table to a grid.
- Editable grids - Fixed issue with the View Selected Records link when selecting records.
- Time Zone - Fixesd issue where time zone was not saving the first time the user clicks save.
- Profile System Page - Bug fix for profile where if user does not have a last name then Profile photo does not upload on first save.
- Emails - Fix to 'Retry' feature for unsent/bounced emails.
Regards,
Guillermo
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The following updates are now live for users of Method
Fixes
- Picture widget - Fixed issue where the "plus" icon was overlapping dropdown menus.
- Picture widget - Fixed issues on public pages.
- Transaction screen grids - Fixed issue where you could not edit dropdown and date fields after copying a transaction.
- Fixed issue in sync settings causing them to reset to default.
- Removed duplicate 'Instructions to setup sync on a new desktop' link.
- Print templates - Updated transaction templates so the company logo doesn't get cut off.
Regards,
Guillermo
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The following updates are now live for users of Method
Updates
- A fix for Customers signing up in Mountain Standard Time were getting Yukon Time set instead causing their Dashboard to not load.
- Fixed issue where changing the password on Profile page does not save the first time.
- Reports and Templates system page should display templates from the start (conversion no longer required for new accounts
- Fixed issues with delays in email analytics (Sent/Opened/Clicked)
Regards,
Marwan
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The following updates are now live for users of Method.
Fixes
- Disabled autocomplete on dropdowns. (PL-29746)
- Email - Public page emails do not respect FromAddress in Send Email action. (PL-29827)
- Fixed issue with calling app routines within a loop. (PL-30034)
Regards,
Jason
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The following updates are now live for users of Method
New Features / Updates
Fixes
- Editable grids - fixed an issue where going directly from within an editable grid cell to the browser vertical scroll bar would not trigger lose focus actions. . (PL-29947)
Regards,
Guillermo
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The following updates are now live for users of Method
New Features / Updates
- Personalize your account by adding your display photo under the newly updated Profile Page.
- Donation Email Editor - Respect 'Email From' when provided by selected email template.
Fixes
- Fixed issue where some fields appeared blank when value is 0 on editable grids.
- Fixed styling of checkbox columns when editable grid is read-only.
- Fixed a validation issue with editable grids when removing lines.
- Fixed issue with retrieving and saving image files through actions.
Regards,
Marwan
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The following updates are now live for users of Method
New Features / Updates
- REST API - Ability to GET the child table data along with the parent table record. (PL-28547)
Fixes
- Fixed an issue where disabled fields were not readable on an iOS device. (PL-29249)
- Fixed an issue where background app routine inserts and updates were not captured in the Audit Trail. (PL-29901)
Regards,
Jason
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The following updates are now live for users of Method
Fixes
- Fixed editable grid mobile issue where the drop down menu closes when user tries to scroll . (PL-29665)
- Fixed editable grid issue on Firefox where the item drop downs list is cut and doesn't show all options . (PL-29665)
- Invoice pulling same Due Date as on Sales order when converted from Sales order itself . (PL-29665)
- Payments are no longer stopped by pop-up blockers (bug was specific to pages embedded in an iframe on Safari) . (PL-29665)
Regards,
Guillermo
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The following updates are now live for users of Method.
Zapier System Page
- Remove repetitive subheader text.
- Update text 'connection' to 'connections'.
- Highlight 'Use this Zap' button when moving the pointer over the button.
Bug fix
- Fix an issue for multi-tenant accounts where Purchase Orders and Bills have incorrect line items mapped across tenants.
Regards, Laks.
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The following updates are now live for users of Method.
New Feature
- New Integrations page for Zapier. Users can now launch Zapier or use one of the pre-built Zaps from within Method.
Bug fixes
- Update merge action description in the action editor.
- Update QBO merge action to support Merge of all leads.
Regards, Laks.
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The following updates are now live for users of Method.
Bug fixes
- QB Desktop - Fix an issue to support price levels for Items within Group Items.
- Fix an issue where negative item rates were switched to positive rates on Items.
Regards, Laks.
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