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Release Notes

  • Method Updates - January 11th, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • Purchase OrdersMade changes to the Purchase Order Reports screen to be consistent with all other reports screens (QBDT and QBO Global). (PL-30712)
    • Proposals - Improved handling of multi-currency in the Proposals app. (PL-30091)
    • Action - Install report/email templates . (PL-30635)

    Fixes

    • Web to Lead app - Fixed an issue for Multi-Tenant accounts where some scenarios would cause an error on submission. (PL-20608)
    • New/Edit Sales Order screen - Hid InvoicedQTY field, as this would never get updated. (PL-18597)
    • Guest View Purchase Order screen - Removed unused tax fields. (PL-15823)
    • Items app - Made a change to the Unit of Measure dropdown so it only displays Active units. (pl-21034)
    • Recurrence - Fixes issue when editing a Series of activities and navigating back results in error 'RecordID not found'. (PL-30416)

    Regards,

    Guillermo

  • Method Updates - January 6th, 2021

    The following updates are now live for users of Method

      Fixes

      • New/Edit Purchase Order screen - Added a label that notifies the user this is a copy, after having clicked the Make a Copy button. (PL-29702)

      Regards,

      Phil

    • Method Updates - January 5th, 2021

      The following updates are now live for users of Method

      Fixes

      • New/Edit Sales Order screen - Implemented the correct character limit validation on Address fields. (PL-29037)
      • Guest Payment screen - Added a space between the Invoice Balance and Currency. (PL-24496)
      • Attachments - Fixed issue with opening file attachments. (PL-30704)

      Regards,

      Guillermo

    • Method Updates - Dec 30, 2020

      The following updates are now live for users of Method

      Fixes

      • App Routines - Fix for App Routines running even though it is inactive. (PL-30556)

      Regards,

      Marwan

    • Method Updates - December 22nd, 2020

      The following updates are now live for users of Method

      New Features / Updates

      • Accessibility - keyboard/focus managemenfor improved tabbing behaviour on top nav-bar. (PL-30480)

      Fixes

        Regards,

        Guillermo

      • Method Updates - December 17th, 2020

        The following updates are now live for users of Method

        New Features / Updates

        • New/Edit Proposal - Improved handling of currency in notification email. (PL-30092)
        • New/Edit Purchase Order - Fixed an issue where the Customer dropdown was removed from the line item grid. (PL-30491)

        Fixes

        • Generate Report action - Fix to display reports with special characters. (PL-29690)
        • Outlook Gadget - Fixed an issue with inactive app links showing when they shouldn't be. (PL-29631)
        • Attachments - Fixed issue where some attachments could not be downloaded on Chrome. (PL-30497)
        • Attachments - Fixed an issue where attachments downloaded on Chrome appeared as "Not secure". (PL-30435)

        Regards,

        Phil

      • Method Updates - December 15th, 2020

        The following updates are now live for users of Method

        New Features / Updates

        • Accessibility Desktop Shell. (PL-30415)
        • Accessibility - API System Page. (PL-30381)
        • Accessibility - Signature component. (PL-30272)
        • New/Edit Sales Order - Better handling of currency in notification email..(PL-30089)
        • Send Email - Better handling of currency in notification email. (PL-30096)

        Fixes

        • Fixes to signature component issues on Samsung Tablet. (PL-30226)
        • Fixes to signature component issues on iPhones. (PL-30274)

        Regards,

        Guillermo

      • Method Updates - December 9th, 2020

        The following updates are now live for users of Method

        New Features / Updates

        • Button Menus - Accessibility improvements (support Tab key). (PL-30264)
        • App Ribbons - Accessibility improvements to 2/3 App Ribbon tabs (support Tab key). (PL-30243)

        Fixes

        • Text Input - Fixed an issue where clicking into any text input field on a screen would always select the entire text. (PL-30374)
        • Editable Grids - Fixed an issue where text was no longer being fully highlighted when you initially click into a cell. (PL-29924)
        • Editable Grids - Fixed an issue where the user could not access the Delete icon using the Tab key. (PL-30190)
        • Editable Grids - Fixed an issue where using the arrow keys within a multiline text would move the cursor to the next grid row instead of within the multiline text. (PL-30009)
        • Fixed an issue with scrolling on the Outlook Gadget desktop app. (PL-29831)

        Regards,

        Phil

      • Method Updates - December 8, 2020

        The following updates are now live for users of Method

        New Features / Updates

        • New/Edit Sales Receipt - Improved handling of currency in notification email. (PL-30095)
        • New/Edit Purchase Order - Improved handling of currency in notification email. (PL-30088)

          Regards,

          Jason

        • Method Updates - December 7th, 2020

          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

        • Method Updates - December 4th, 2020

          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

        • Method Updates & New Features - November 27th, 2020

          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

        • Method Updates - November 23, 2020

          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

        • Method Updates - November 20, 2020

          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

        • Method Updates - November 13, 2020

          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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