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Release Notes

  • 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 management for 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

      • Method Updates - Nov 12, 2020

        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

        • Method Updates - November 10th, 2020

          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

          • Method Updates - November 6rd, 2020

            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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