The following updates are now live for users of Method

Fixes

• New/Edit Sales Order - Fixed an issue where the shipping address was not being displayed properly. (PL-32093)
• Sales Transactions - Updated Opportunity dropdown on screen to show Opportunity Name instead of Opportunity # (Record ID). (PL-16588)
• New/Edit Invoice screen - Fixed issue where the Terms field was not populating properly with the Terms set on the Customer record. (PL-31325)

Regards,

Jason

The following updates are now live for users of Method

Fixes

• Items app - Improve character limit validation on Item Name field. (PL-31860)
• Signature - Fixed issue where signed date appear as GMT regardless of user's timezone. (PL-32286)
• Classic Customer Portal - Fix for issue where Customer Portal link for Classic is re-directing to our home page when clicked 2nd time. (PL-32272)
• New/Edit Purchase Order screen - Fixed issue where the attachments widget was missing the Include in Email checkbox. (PL-32305)

Regards,

Marwan

The following updates are now live for users of Method

Fixes

• Email System Page - Fixed issue where emails sent were not displayed in user's timezone. (PL-27774)
• Signature Component - Fixed issue where a disabled signature component still had interactive elements. (PL-32189)
• Signature Component - Fixed issue where copying a screen resulted in missing actions. (PL-32186)
• Email System Page - Fixed issue where emails sent via Method's servers were mistakenly displayed as smtp.sendgrid.net. (PL-32191)
• Work Orders - Fixed odd behaviour issue with End Date field. (PL-32229)
• Zapier - Poll more records for all triggers. Increased from 10 to 100 records per poll. (PL-32060)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• Work Orders - Fixed installation issues. (PL-32190)
• Insert Record Into Table action - Fixed issue where duplicating a record in the Time Tracking table was not populating the Item field correctly. (PL-30085)

Regards,

Guillermo

The following updates are now live for users of Method

Fixes

• Send Email screen - The value for the To Be Included in Email checkbox on attachments now carries over properly from the selected email template. (PL-31494)
• Time Tracking - Fixed issue that allowed entering a negative duration. (PL-32076)
• Zapier - Fixed error when trying to connect Zapier to Method Account. (PL-32222)

Regards,

Guillermo

The following updates are now live for users of Method

New Features / Updates

• Date Functions action - Added a new "Convert to UTC" function. (PL-31998)

Fixes

• DateTimePicker - Fixed issue where calendar does not close when tabbing away
• Dropdown - Fixed issue where tabbing focused on x before navigating to the next component. (PL-31757)
• Work Orders - Fixed issues where end date selection was not respected when creating a work order from the calendar. (PL-32028)
• Edit Entity screen - Fixed an issue where the Billing and Shipping Address field captions were set to the wrong color. (PL-32077)
• Sign Up - Fixed issue where accounts were unable to connect to QBO. (PL-32152)
• Manage Apps - Fixed an issue in multi-tenant accounts where the screen version Set Status screen was not loading for sub-tenants. (PL-32160)
• Attachments - Fixed an issue where some users were not able to see past the first 6 attachments for any given record. (PL-31774)
• Go To Screen action - When using the Parameters section to populate Date/Time fields on the destination screen, date/time values would change. (PL-31664)
• Tags - Fixed issues with tags that include apostrophes. (PL-30433)
• Multi-tenancy - Stock screens appearing in each tenant will now respect that tenant's accounting package, instead of always defaulting to the parent tenant's accounting package. (PL-27160)
• DateTimePicker - Fixed issue where typing and selecting dates sometimes does not save. (PL-31852)
• DateTimePicker - Adds scrollbar to Month/Year sections. (PL-32082)

Regards,

Marwan

The following updates are now live for users of Method

New Features / Updates

• Add Attachment to Record ID action - Added the ability to configure the value for "Include in Email" checkbox. (PL-31932)

Fixes

• App User Permission not editable. (PL-32134)
• Donations & Sales Receipts - Display total footer below editable grid. (PL-18104)
• Donations - Fixes issue with missing Qty & Rate columns (QBDT). (PL-18100)
• Donations - Fixes issue when amount was not immediately calculated when selecting an item. (PL-17358)
• Donations - Fixes issue where QTY and Tax displayed default values before selecting an item (QBO). (PL-17094)
• Go To Screen action - Fixed issue where some screens were not available to be selected. (PL-32092)
• Save Validation - Fixed an issue where a field failing validation on save was not being focused on, and thus users were likely to not be aware of the error. (PL-31794)
• Attachments - Fixed an issue where some attachments were not being displayed on Google Chrome. (PL-31774)

Regards,

Jason

The following updates are now live for users of Method

New Features / Updates

• HTML Editor - Removed the character count section at the bottom of the editor to provide more potential real estate for the editor's content. (PL-31958)
• Editable Grids - Improved formatting of the widget's overall caption. (PL-28328)
• Recurrence Widget - Accessibility improvements. (PL-31541)

Fixes

• Import tool - Fixed the field length validation on the FirstName field. (PL-31402)
• Fixed issue with 'Request Admin Access' email sending to all users instead of just admins (PL-31991)
• Gmail Sidebar Account Settings Page - Fixed iissue with browser back . (PL-31997)
• Editable Grids - Fixed an issue where using the Up/Down keyboard keys would not properly trigger a column's change event actions, and sometimes led to values saving incorrectly. (PL-31960)
• New/Edit Estimate - Minor accessibility improvements. (PL-31755)
• Editable Grids - Fixed issue where screen controls could not be used for a column's default value. (PL-31631)
• Attachments - Fixed an issue where showing a previously hidden attachments widget was not properly displaying the attachments themselves. (PL-31592)
• Screen Designer - Fixed an issue where the Hide Caption setting for Toggle objects was not properly being displayed. (PL-31020)
• Attachments - Fixed an issue where clicking an attachment added to an unsaved record gave an error. (PL-30841)
• Manage Apps - Fixed an issue where screens and versions were not properly displaying the Last Modified By value. (PL-32066)
• Dashboard - Fixed an issue where the record counts on the app tiles were not properly being calculated. (PL-32072)
• Attachments - Fixed an issue where attachments sometimes couldn't be viewed or downloaded on the Send Email screen. (PL-31604)
• Manage Apps - Fixed an issue where some users were incorrectly seeing test versions of a screen instead of the live version. (PL-32090)
• Email System Page - Added validation to required fields when setting up email providers. (PL-22827)
• Email System Page - Fixes issue where the wrong price per email was displayed. (PL-32018)
• Email System Page - Fixes grammar and spelling issues on Retry Email modal. (PL-32034)
• Email System Page - Fixes issue where Email history screen did not respect account Time Zone. (PL-32067)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• Email System Page - Fixes issues with breadcrumbs. (PL-31970)
• Email System Page - Fixes issues with missing link on mobile. (PL-31972)
• Loop Through Attachment - Now works for records in the general Item table; no longer need to set it up for a specific ItemType table view. (PL-31445)
• Loop Through Attachment - Fixed error when user isn’t MethodSupport (Multi-Tenant Account). (PL-30438)
• Fix an error users where getting on Account Selection when signin in. (PL-31994)

Regards,

Guillermo

The following updates are now live for users of Method

New Features / Updates

• Design updates to the Sign In page. (PL-30292)
• Design updates to the Sign In account selection screen. (PL-31928)
• Reports System Page - Add admin permission requirements to access. (PL-31363)
• Design updates to the User Email Settings screen. (PL-31007)
• Design updates to the Account Email Settings screen. (PL-31006)

Fixes

• Charts - Fixes issue where actions cannot detect primary axis values when grouping date fields. (PL-17637)
• Attachments - Fixes issue where attachments with asterisks cannot be sent in Method. (PL-23596)
• Text Inputs - Fixes issue where users where unable to copy field caption . (PL-28401)

Regards,

Phil

The following updates are now live for users of Method

New Features / Updates

• Editable Grids - Accessibility improvements. (PL-31311)

Fixes

• Calendar - Fixes some misaligned icons on component. (PL-19019)
• Components - Fixes issue where multiple components had unbolded captions (text inputs, dropdowns, attachments, etc). (PL-31814)
• Donations - Fixes issue on 'Donor Summary Letter' report generation. (PL-22054)
• Donations - Fixes issue where Leads are automatically converted to Customers after a new donations (QBOG). (PL-24812)
• Fixed issue with calculation of QBO Global subtotals when a discount is applied . (PL-31539)
• HTML Editor - Stopped automatically appending http:// to URL links inserted into the editor. (PL-31793)
• Loop Through Attachments action - Improved the action so it now works on both the general Item table and also each individual Item Type table. (PL-31445)
• Loop Through Attachments action - Issue in multi-tenant accounts where not all attachments were being looped through for certain users. (PL-30438)
• Text Input - Fixes issue with thousand separator setting when customizing. (PL-21974)

Regards,

Guillermo

The following updates are now live for users of Method

Fixes

• Work Orders - Fixes issue with button menu visibility when browser uses high zoom. (PL-31642)
• Donor Pages - Fixes issue with duplicate Donor names due to extra spaces. (PL-29018)
• Reports - Fixes error when copying reports across accounts as a 'Reseller'. (PL-31701)
• New/Edit Case - Case Description field caption was showing HTML code. (PL-31744)

Regards,

Guillermo

The following updates are now live for users of Method

New Features / Updates

• Field Crew App - Accessibility Improvements. (PL-31563)
• Zapier System Page - Segmented zap templates by the benefits: Grow Sales, Get Organized, Increase Efficiency. (PL-31617)
• New design of the Method:Sidebar for Gmail system page . (PL-30397)
• New design of the Outlook Gadget system page . (PL-30396)

Fixes

• New/Edit Bill (QBO Global) - Updated so the Tax column appears on the line item grid when either Inclusive and Exclusive tax calculations are selected. (PL-16269)
• Sync System Page (QBO) - Update to show on screen that the sync engine is disconnected after clicking 'Disconnect Sync'. (PL-31455)
• Actions - Update formatting examples in Date Function. (PL-20610)

Regards,

Phil

The following updates are now live for users of Method

New Features / Updates

• HTML Editor - New updated design and UI. (PL-31000)
• Time Tracking App - Accessibility Improvements. (PL-31520)

Fixes

• Sign Up - Sign Up: Newly created account has to be displayed first on Select Account page of Sign In. (PL-536)
• Customer Form - Remove spaces from FullName before checking for duplicates. (PL-29017)
• HTML Editor - Not always populating as expected when creating new records in an App Ribbon panel. (PL-30970)
• HTML Editor - Adding unnecessary paragraph tags in the source code. (PL-30802)
• HTML Editor - Fixed issue where formatting wasn't properly saved on Preferences screens. (PL-29589)
• HTML Editor - Unable to paste text from clipboard in some scenarios. (PL-29150)
• HTML Editor - Unable to paste text into the editor on a mobile device. (PL-27402)
• HTML Editor - Unsaved text gets lost when toggling between different App Ribbon tabs. (PL-27254)
• HTML Editor - Issues using voice to text or predictive text. (PL-27233)
• HTML Editor - Clicking into an HTML Editor does not close any previously opened dropdown menus or date time pickers. (PL-22010)
• Activities - Fixed issue where sending an email from the New/Edit Activity screen inside an App Ribbon panel didn't properly save the activity comment. (PL-29951)
• SaaSphalt - Not able to save changes in the Estimate About Us and Footer fields. (PL-29119)
• Character Function - Fixes issue where merge action replaced field value by matching a string rather than full field name. (PL-19966)
• Fixed time errors for certain timezones. (PL-31394)
• Customer Portal - Added a warning preventing duplicate payments to invoices (issue arose due to unsynced payment). (PL-28438)

Regards,

Guillermo

The following updates are now live for users of Method

Fixes

• New/Edit Inventory Part - Improved validation logic for the Track Qty on Hand field. (PL-31446)

Regards,

Phil