The following updates are now live for users of Method

New Features / Updates

• Buttons - Accessibility improvements. (PL-30259)
• Icons - Accessibility improvements. (PL-30923)
• Toggles - Accessibility improvements. (PL-30564)

Fixes

• Button Menu - Impoved behaviour with sizing changes when viewed on mobile vs desktop. (PL-31041)
• New/Edit Estimate - Improved the multi-currency logic on screen to make sure the currency information always appears on the PDF. (PL-31367)
• Sales Receipts - ACH and Bank transfers payments marked PENDING will be considered successful and display a message with information about processing times. (PL-31305)
• Donor Pages - ACH and Bank transfers donations marked PENDING will be considered successful to provide a smooth checkout experience for end-customers. (PL-31297)
• Donations - ACH and Bank transfers payments marked PENDING will be considered successful and display a message with information about processing times. (PL-31296)
• Payments - ACH and Bank transfers payments marked PENDING will be considered successful and display a message with information about processing times. (PL-31294)
• Audit trail - Should now display the correct user when using the Sign In As feature. (PL-27819)
• New/Edit Invoice - Improved the multi-currency logic on screen to make sure the currency information always appears on the PDF. (PL-31368)
• New/Edit Sales Receipt - Improved the multi-currency logic on screen to make sure the currency information always appears on the PDF. (PL-31370)

Regards,

Phil

The following updates are now live for users of Method

New Features / Updates

• Radio Button - Accessibility improvements. (PL-30627)
• Dialog component - Accessibility improvements. (PL-30946)
• Reports System Page - Display 'Copy to an account' feature to all users. (PL-31054)
• Field Services - Field Technician Discount. (PL-30895)

Fixes

• New Contact screen - Added logic to prevent users from creating sub-customers with different currencies than their associated parent customer. (PL-31209)
• New Contact screen - Validation of the First Name field is now handled during Save instead of when you click out of the field. (PL-27411)
• Fix to remove extra spaces from Entity Name in QBDT accounts (on insert only) which was causing duplicates in Method and sync conflicts. (PL-30932)
• Date Time Picker - Fixed issue where users were unable to Tab out of the component. (PL-31229)
• App Ribbons - Fixed issue with customizing a panel list screen for a custom app leading to a blank white screen in screen designer. (PL-30803)
• Date Time Picker - Setting the display format as Year would display as Month-Year. (PL-30837)
• Date Time Picker - Changing the display format didn't always lead to an appropriate change of the picker as well. (PL-30838)
• Editable Grids - Removing the Required validation rule from a field in a table still didn't allow removing it from an existing editable grid column. (PL-30471)
• Contacts app - Improved screen validation to prevent the user from assigning a currency to a child customer that is different from the parent's currency. (PL-30790)
• Case Preferences screen - Improved screen validation logic. (PL-30250)
• Bills List screen - Added the Due Date column for the Overdue view filter. (PL-22806)
• App Ribbons - Improved logic on our screens to make sure Activities linked to a transaction which is linked to an Opportunity does properly display on the Opportunity's app ribbon. (PL-22316)
• Customer Portal - Portal link email now says Sign In Code for Company Name rather than URL name. (PL-31261)
• Merge Contacts and Entities - Updated the QBO versions of the screen so merging from a Lead to a Customer or Vendor is now supported. (PL-31162)
• Portal Payments - ACH and Bank transfers marked PENDING will be considered successful to provide a smooth checkout experience for end-customers. (PL-31295)
• Sign in - Prompt to Link account when user tries to sign in to account created with Google. (PL-31357)

Regards,

Phil

The following updates are now live for users of Method

New Features / Updates

• Radio Button - Accessibility imporvements. (PL-30627)

Fixes

• Insert Records into Table action - Fixed issue where EntityType was blank after duplicating an Entity. (PL-30432)
• New Contact screen - Added logic to prevent users from creating sub-customers with different currencies than their associated parent customer. (PL-31209)
• New Contact screen - Validation of the First Name field is now handled during Save instead of when you click out of the field. (PL-27411)
• Fix to remove extra spaces from Entity Name in QBDT accounts (on insert only) which was causing duplicates in Method and sync conflicts. (PL-30932)

Regards,

Phil

The following updates are now live for users of Method

New Features / Updates

• Dropdowns - Accessibility improvements. (PL-30554)
• Redesigned the Mailchimp integration system page. (PL-28907)

Fixes

• Reports screens - Slight changes to the custom date range validation logic to make it consistent across all screens ( Cases, Invoices, Purchase Orders, Sales Receipts, Activities). (PL-31200)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• Purchase Order Reports - Fixed issue where one graph was excluding the first day of the month (QBO Global only). (PL-31090)
• App Ribbons - Changed sorting to ensure Activity lists are sorted in descending order by DueDateStart. (PL-30501)
• Web to Lead New/Edit Form - Changed the prefilled text in the Redirect to URL field from "http" to "https". (PL-29408)
• Fixed an issue with advanced search freezing scrolling on iPads. (PL-30966)
• Emails - Wrong date range filter on View Sent Emails (Beta) displays 1900 as the current year. (PL-30449)
• Print Templates - Print buttons on transaction screens default to latest stock template if no preference is selected. (Invoices, Estimates, Sales Orders, Purchase Orders). (PL-31102)
• Payments App Ribbon Panel - Fixed slight issues with padding on screen. (PL-30801)
• Date Time Picker - Improved the widget so changing the display format automatically leads to an appropriate change of the picker as well. (PL-30838)
• Date Time Picker - Fixed issue where setting the display format as "Year" would display Month-Year. (PL-30837)
• Editable Grids - Fixed issues with column header alignments when grids included button columns. (PL-30835)
• Editable Grids - Fixed issue where user had to click twice into a dropdown to action it. (PL-30756)
• Picture Widget - Fixed issues with some of the configuration options in screen designer. (PL-26985)
• New/View Sales Rep screen - Disabled fields when viewing an existing record, as these cannot be updated. (PL-28972)
• Reports System Page - All visible columns are now searchable. (PL-31144)
• Reports System Page - Empty search now returns "No Results Found" message. (PL-31138)
• Reports - Fixes error related to detail tables for reports based on custom tables. (PL-31170)
• Improve AWS Security. (PL-31123)
• Fixed a bug where certain Keyboard Special characters were not accepted in setting a password. (PL-31151)

Regards,

Jason

The following updates are now live for users of Method

New Features / Updates

• Proposals - Added logic to leverage Edit and Delete permissions. (PL-24417)
• App Routine - Pop-up confirmation added when deleting a draft. (PL-30351)
• Invoices - Added logic so the Bill Email now appears in QuickBooks for invoices that were created in Method. (PL-30996)
• Estimates - Added logic so the Bill Email now appears in QuickBooks for estimates that were created in Method. (PL-30995)
• Work Orders - Create Invoice buttons consider BillEmail field. (PL-30997 )
• Checkboxes - Accessibility improvements. (PL-30758)
• Proposals - Invoices consider BillEmail field. (PL-30998)
• Report & Print Template System Page - Redesigned screen with an improved user experience. (PL-30715)

Fixes

• Reports - Fixes to reports including charts. (PL-29829)
• Guest Payment - Fixed an issue where customers making payments through the portal resulted in a sync conflict in some rare scenarios. (PL-26161)
• Reports - Fixes tables and fields corruption, missing fields in report designer. (PL-31083)
• Fixed an issue with Purchase Orders not syncing properly from QBO to Method. (PL-29109)
• Report Designer - Browser Tab displays template title. (PL-28646)
• Items app - Added validation logic to prevent the use of ":" in item names. (PL-29804)
• New Contact screen - Made spacing in the field labels consistent. (PL-27472)

Regards,

Phil

The following updates are now live for users of Method

New Features / Updates

• Section Headers - Accessibility improvements. (PL-30398)
• Proposals - Added logic to leverage Edit and Delete permissions. (PL-24417)
• App Routine - Pop-up confirmation added when deleting a draft. (PL-30351)

Fixes

• Editable Grids - Fixed issue where users were able to delete a view filter that is referenced by an action on screen. (PL-29554)
• Button Menu - Fixed issue where the accessibility focus ring was showing even when clicking it via a mouse, not just with keyboard navigation. (PL-30474)
• Screen Designer - Update action comment font-color to improve readability. (PL-30941)
• Reports - Fixes to reports including charts. (PL-29829)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• Accessibility - Fixes issue where new color palette made text with black background unreadable. (PL-30892)
• Gmail Sidebar Preferences - Fixes issue where Work Orders field generates error when saving any preference. (PL-30533)

Regards,

Jason

The following updates are now live for users of Method

New Features / Updates

• App Ribbons - Accessibility improvements. (PL-30399)
• Call Web Service action - Added new content types. (PL-30144)
• Picture Component - Accessibility improvements. (PL-30722)

Fixes

• Tags - Fix for existing tags that were no longer visible in the taglist component. (PL-30876)
• Icons - Fix for small subset of app icons are not visible on nav bar. (PL-30534)
• Picture Field - Fixed a slight issue with the display of the uploader menu. (PL-30120)
• Tables & Fields - Fixed a bug with the safety logic in place to prevent users from deleting fields that have been used on screens. (PL-28803)
• Permission - Fixes error on accessing apps - multiple accounts affected. (PL-30940)
• Picture Component - Fixes menu spelling error "Link form Web". (PL-30939)
• Field Services - Support description-only lines on Work Orders (e.g. when converting from Estimate). (PL-29828)
• Work Orders - Fixes issues where deleting recurrences does not bring you back to list view. (PL-22459)

Regards,

Guillermo

The following updates are now live for users of Method

New Features / Updates

• Editable Grids - Customizers now have the ability to add a simple search bar. (PL-25699)
• Standardized tertiary button design (grey outline and text with white background) across many apps: Time Tracking, Work Orders, Opportunities, Activity, Items and Accounts. (PL-30855)

Fixes

• New/Edit Payment - Added logic to record an activity when a Payment is emailed. (PL-30347)
• Purchase Order Reports - Fixed an issue where some users were getting an error message upon loading the screen. (PL-30810)

Regards,

Phil

The following updates are now live for users of Method

New Features / Updates

• Accessibility - Platform level color palette update. (PL-29747)

Fixes

• Payments - PaymentMethod field is assigned from PaymentTransactionLog. (PL-27401)
• Editable Grid - Fixed some bugs with the selection checkbox column. (PL-29436)
• Activities Grid Export - Fixed an issue where exporting the grid to a CSV file was including HTML code. (PL-29684)
• Attachments - Fixed an issue where the Email checkbox was not correctly being copied to new records. (PL-29259)
• Payments - Fixes issue where PayPal gateway does not log a payment in method despite processing the payment properly. (PL-30510)
• Attachments - Fixed an issue with sending emails with attachments. (PL-30829)
• Picture - Fixed an issue where images were not appearing properly, instead appearing as along string of text in some scenarios. (PL-30851)
• New/Edit Sales Receipt (QBO Global) - Removed default value of 1 for Qty on line item editable grid (for consistency with all other line item grids). (PL-17091)
• Fixed a multi tenancy issue where records were not being inserted into the specified tenant. . (PL-30794)
• Fix an issue where iOS 14 users were not able to scroll when using Google Chrome browser on their iPhones. (PL-30527)

Regards,

Guillermo

The following updates are now live for users of Method

New Features / Updates

• Purchase Order Reports - Updated the screen to be consistent with all other reports screens (QBO). (PL-30713)
• Improved accessibility on text inputs. (PL-30240)
• Improved accessibility on left navigation menu. (PL-30479)

Fixes

• Improved messaging when submitting a payment for a paid transaction. (PL-27724)
• Send Email - Fixed an issue where $ symbol was being removed from emails. (PL-30757)
• Editable Grids - Events can now be copied to an App Routine. (PL-30045)
• Opportunity Stage List - General bug fixes. (PL-21777)
• New/Edit Opportunity Type - Fixed an issue where deleting a New Opportunity Type rather than saving didn't clear the value when going back to new opportunity type. (PL-22165)

Regards,

Jason

The following updates are now live for users of Method

New Features / Updates

• Purchase Orders - Made 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

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

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