The following updates are now live for users of Method

New Features / Updates

• New / Edit Terms screen- Improved validation rules for date-driven terms. (PL-32329)

Regards,

Guillermo

The following updates are now live for users of Method

New Features / Updates

• Activities App - Improved empty state for the list screen. (PL-32014)
• Editable Grids - Added the ability to export. (PL-25704)
• Public Pages - URL of public pages to show as the URL put in the Portal. (PL-32588)
• Audit Trail - Released a new design for the Audit Trail system page. (PL-31137)

Fixes

• QBDT Sync - Fixed issue with syncing Sales Order QBDT custom fields. (PL-31268)
• Attachments - Fixed some display issues with the attachments widget on Firefox. (PL-32269)
• Button Menu - Accessibility improvements. (PL-32515)

Regards,

Marwan

The following updates are now live for users of Method

Fixes

• Portal - Certain customized controls are showing a blank Portal screen when security on Portals is enabled. (PL-32667)
• Non admin users were able to access admin screens if they are CC'd on permissions emails. (PL-32766)
• Calendar - Fix for displaying the wrong end time for long running activities. (PL-26766)
• Items app - Fixed an issue with validation rules on the Item Name field being set for the incorrect character limit. (QBO only). (PL-32861)
• QBDT sync - Fixed sync engine error "Column 'CurrencyRef' does not belong to table". (PL-32767)
• QBDT sync - Fixed an issue where the AltContact First and Last Name were not syncing. (PL-30216)

Regards,

Jason

The following updates are now live for users of Method

Fixes

• Donor Pages app - Accessibility improvements to Get Notified screen. (PL-32720)
• App Routine System Page - Fix to browser back behavior, now appropriately leads to Account Settings. (PL-32686)
• Donations app - Accessibility improvements to Donation Email Editor. (PL-32526)
• Donation Reports - Accessibility Improvements. (PL-32548)
• Portal - Bug fix where using the Test Drive feature for the Portal was not loading the Portal navigation. (PL-32715)

Regards,

Phil

The following updates are now live for users of Method

New Features / Updates

• Minor design updates to the following system pages: Gmail Sidebar, Outlook Gadget, Zapier, API, and Mailchimp. (PL-31974)
• Donations - Accessibility improvements to New / Edit Donations screen. (PL-32545)

Regards,

Guillermo

The following updates are now live for users of Method

New Features / Updates

• App Routines System Page - Next Run Date is calculated immediately for scheduled routines, not after first run. (PL-32655)
• Opportunities app - Improved empty state for the Opportunities List screen. (PL-32015)

Fixes

• Character Function - Fixed issue with the Replace Merge Fields function where text was being merged on strings that closely resembled field names (i.e. Activity Comments vs Activity.Comments). (PL-32315)
• App Marketplace - Fixed issue where deleted custom apps still appeared in the app marketplace. (PL-32401)
• Editable Grids - Fixed issue where the header bar would display 'All 1 records selected' when having selected a single record. (PL-29470)
• App Routines - Corrected the display of Next Run Date to include time. (PL-32659)
• App Routines System Page - Fixed issue where search box was misaligned for iPhone/iPad. (PL-32623)
• Donations - Accessibility improvements to Donation Email Editor. (PL-32525)
• Work Orders - Fixed issue where print templates were missing from Work Order Reports screen. (PL-32646)
• Donations - Accessibility improvement fixes UI issues when zooming. (PL-32535)
• Bug Fix - invited users who accept the invitation were still showing as invited user. (PL-32560)
• Tables & Fields - Fixed issue with Advanced Inventory fields linked incorrectly. (PL-32698)

Regards,

Phil

The following updates are now live for users of Method

New Features / Updates

• Portal System Page - New and improved design update on the Portal System Page. (PL-32184)

Fixes

• Copy Screen Tool - Fix for error when using AppRoutineOverwrite flag. (PL-32631)
• App Routines System Page - UI clean up on breadcrumbs and spacing. (PL-32625)
• Audit Trail - Stopped HTML from rendering in the Details column. . (PL-31219)

Regards,

Marwan

The following updates are now live for users of Method

New Features / Updates

• Email Campaigns - Added a more helpful empty state for the list screen. (PL-32330)
• Account Settings > App Routines - System Page redesign provides the ability to see historyical app routine executions and a global list of all schedule app routines in your account. (PL-32387)

Fixes

• Opportunity Reports - Fixed an issue where the peer-to-peer record sharing permissions were not properly applied on the Assigned To dropdown. (PL-32427)

Regards,

Phil

The following updates are now live for users of Method:

New Features / Updates

• Editable Grids - Added a Row Click event. (PL-32185)
• HTML Editor - Validation rules are now supported. (PL-31946)

Fixes

• Tables & Fields - Fixed an issue that caused duplicate tables and print generation errors in some cases. (PL-32575)
• Work Orders - Removed duplicate app routine for QBO US Bulk Invoicing. (PL-32489)

Regards,

Guillermo

The following updates are now live for users of Method

New Features / Updates

• App Routine System Pages - Accessibility Improvements. (PL-32347)

Fixes

• App Routine Management - Minor design improvements for mobile devices on the Edit Schedule screen. (PL-32144)
• Mobile app - Scroll not working when viewing an estimate using two custom Advanced Search fields. (PL-31395)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• Customization - Fixed an issue where making a new copy of a screen did not properly set the screen redirect. (PL-32502)
• Partner Copy Tool - Fixes issue where screen copies result in multiple instances of the same app routine. (PL-32488)
• Tags - Styling updates to the Manage Tags side panel to match other side panels. (PL-24744)

Regards,

Guillermo

The following updates are now live for users of Method

New Features / Updates

• Payments - Updating payments marked Pending with latest status. (PL-32273)
• Profile System Page - Removed special character limitation when resetting Password. (PL-30058)
• Work Orders app - Added a more helpful empty state for list screens. (PL-32011)

Fixes

• Calendar - Fixed issue where events were not displayed if ActivityStatus did not have a hex color defined (like with custom statuses). (PL-32142)
• Calendar - Fixed issue where renaming a user resulted in activities not being displayed in the calendar (required removing and re-adding resource). (PL-32319)
• Cases App - Fix to fill the Case Status dropdown where it was blank. (PL-32381)
• Decimal Fields - When the display format is set to 'None', a value of 0 was displayed on screen as blank. (PL-32290)
• Purchase Order Reports - Fixed issue where POs on the last day of the month were not included in the Item Quantity chart (QBDT only). (PL-32318)
• QBDT Sync Conflicts - Fixed an issue where users were getting an error when trying to delete a Delete From Desktop sync conflict. (PL-32409)
• QBO Sync - Fixed an issue with syncing deleted classes. . (PL-32344)

Regards,

Guillermo

The following updates are now live for users of Method

New Features / Updates

• Field Crew app - Added a more helpful empty state for list screen. (PL-32012)
• Proposals app - Added a more helpful empty state for list screens. (PL-32013)

Regards,

Guillermo

The following updates are now live for users of Method

Fixes

• Email System Page - Fixed issue where email signature field is not saving. (PL-32368)

Regards,

Marwan

The following updates are now live for users of Method

Fixes

• Customization - Fixed an issue where new screens based off any table named Samples were not properly saving records. (PL-32267)
• Email System Page - Fixed issue where email signature did not save when html styling is copy/pasted. (PL-32268)

Regards,

Phil