-
The following updates are now live for users of Method.
Features
-
Added ability for app developers to validate text input fields: Four new validation rules will allow app developers to define if a text input field is required, contains a valid email address, as well as the minimum and maximum characters (PL-9414)
-
Added Help icon to top nav making it easier to find product help (PL11221)
-
Added loading indicators on initial app loads (PL-11180)
-
New and Improved help center (PL-11313)
- New and Improved look to the Donations App (PL-9862)
Bugs
- Fixed an issue that was preventing synchronization of data from Method multi-tenant accounts to QuickBooks Online (PL-10947)
-
Fixed issue with expressions whereby the 0 is truncated when concatenating two values (PL-10957)
-
Fixed issue with conditionals not evaluating correctly when comparing against blank text (PL-11063)
-
Fixed issue causing sections with a load state of disabled to load incorrectly (PL-11156)
-
Improved visibility of accept/reject icons in Manage Tags (PL-10666)
-
Fixed issue with radio button getting cut off on invite user screen (PL-10930)
-
Fixed issue where the New/Edit Bill screen is not cleared after save (PL-8710)
-
Fixed issue where the Email Campaign List was not showing Column Headers when selecting settings (PL-9000)
-
Fixed issue where the Classes App sometimes would not save new classes and provide an error to users (PL-8910)
-
Fixed issue where Sub-Classes were being created by default on some occasions inside of the classes app (PL-11417)
-
Fixed issue where selecting a Customer Address in Purchase orders did not always populate the shipping address (PL-11197)
-
Fixed issue on Donor Pages where the Thank you page was not loading (PL-11540)
- Fixed issue for QuickBooks Online USA where rate could be modified for Bundles (PL-10890)
Cheers
Audisho
|
-
The following updates are now live for users of Method.
Features
Cheers
Audisho
|
-
The following updates are now live for users of Method.
Features
-
Added the ability to bold captions on HTMLEditor object in Designer (PL-10410)
-
Increased the limits of file uploader/image uploader attachments from 5mb to 25mb (PL-10844/PL-10853)
-
Added the ability to disable sections using the enable/disable action in Action Editor (PL-10744)
-
Renamed DeleteFromDesktop conflicts to Missing from QuickBooks and implemented a system for resolving Missing from QuickBooks conflicts (PL-10197)
-
Added HTTPS support for MIURL.CC links (PL-10513)
Bugs
-
Fixed app ribbons to be be refreshed when changing a screen’s active record ID (PL-10852)
-
Fixed the TagList control to be refreshed when changing a screen’s active record ID (PL-11062)
-
Fixed issue preventing the TagList field from being updated using actions (PL-10973)
-
Fixed issue with copy screen which set Live versions to be editable (PL-11081)
-
Fixed issue with comparison of date fields not returning the correct result when using greater than or less than (PL-10728)
-
Fixed issue preventing designer preview not working for live versions (PL-10805)
-
Fixed issue with images not displaying with the correct alignment correctly on Public Pages (PL-10832)
-
Fixed issue where creating a new activity from Opportunity App Ribbon did not populate contact information (PL-11127)
-
Fixed issue where follow-up activities for cases were not correctly linked for some users (PL-11163)
-
Fixed issue where creating an Item without an expense account would generate an error (PL-11129)
-
Fixed issue where some users were able to modify the rate of “Bundle” items in QBO (PL-10890)
-
Fixed issue where the user signed in was being BCC’d on notification emails from the opportunities app (PL-11128)
-
Fixed issue where some users were able to see the Assigned To field in the Contacts app when connected to QBD (PL-10110)
-
Fixed issue where the number of payments in the app ribbon did not match other apps (PL-11149)
-
Fixed issue that may have caused errors when trying to load Preferences screens. (PL-9882)
-
Fixed issue where subscribed users were being asked to resubscribe when account on hold. (PL-10906)
-
Fixed an issue in the iOS app that allowed users to connect to non-production environments (PL-11035)
-
Improved conflict messaging when a record is locked in QuickBooks (PL-9721)
-
Improved the conflict details page to conform with Method’s design styles (PL-10196)
- Improved the warning message when resetting a QB file to sync with, providing a clear explanation of when this feature should be used (PL-9949)
Cheers
Jon
|
-
The following updates are now live for users of Method.
Features
-
Added ability to delete archived versions of Method screens (PL-9416)
-
Updated the Activities App to have a fresh look when creating activities (PL-9873)
-
Enhanced the Call Web Service action to support additional HTTP methods such as Get, Post, Put and Delete. (PL-10606)
-
Added ability to make archived versions live (PL-10541)
-
Added the ability to manage delete rights on all apps (PL-10757)
Bugs
- Fixed issue causing some file attachments to be removed when save is called twice in an action set (PL-10737) Note: This issue only affects attachments uploaded using the legacy file uploader control.
-
Fixed issue preventing some QBO users from selecting the ‘My Contacts’ view on the Contact List screen (PL-10739)
-
Fixed issue preventing some QBO users from being able to add contacts to campaigns in the Email Campaign app (PL-10738)
-
Fixed issue causing default values on dropdowns to be populated on existing records in cases where a value had not been previously selected (PL-10712)
-
Fixed issue with looping through grids not respecting advanced search parameters (PL-10749)
-
Fixed issue preventing linked image columns to be displayed in grids (PL-10462)
-
Fixed issue preventing the current username to be defaulted on drop downs after a clear screen had been called (PL-9616)
-
Fixed issue causing duplicate snapshots to be visible within Manage Apps (PL-10173)
-
Fixed issue with Go To Screen action displaying the Contacts app as Entity (PL-10707)
-
Fixed issue preventing icon orientation from displaying correctly on runtime screens (PL-10742)
-
Fixed issue preventing newly created table fields to be displayed in Action Editor (PL-9767)
-
Fixed issue with screen copy to ensure all live accounting type versions are copied (PL-10820)
-
Fixed issue with Payments Apps where the “Auto-Apply” flag was not set to checked by default (PL-10757)
-
Fixed issue with Case URL generation causing an error when no email has been specified for a Contact (PL-10812)
-
Fixed issue where portal link was not visible to some users on the Edit Case screen (PL-10813)
-
Fixed issue where all accounts were being shown in the “Deposit To Account” field in the Sales Receipts and Payments Apps (PL-10814)
-
Fixed Cases Created Date Header not visible to all users (PL-10819)
-
Fixed Issue where Lead Sources could not be managed on the Contacts App (PL-10810)
-
Fixed Issue where Payment Gateways required users to specify a two digit country code on Donor Pages (PL-10897)
-
Fixed issue on Payments App where Clear and New was not hiding all objects on screen (PL-10826)
-
Fixed issue where rate could be modified in QBO for Item Bundles (PL-10890)
-
Fixed issue on the Invoices App where Clear and New was hiding the Assigned To Field (PL-10907)
-
Fixed issue on the Invoices and Sales Orders App where removing Bill Address 1 created a Runtime Binding Error (PL-10920)
-
Fixed issue where Inventory Items were not allow users to set a start date for QBO (PL-4825)
-
Fixed an issue causing the export to MailChimp (Method Classic) feature to timeout when exporting a very large list (PL-10391)
-
Fixed an issue preventing roaming (for RightNetworks users) from being activated on multi tenant accounts (PL-10628)
- Fixed an issue preventing payments from syncing when created via the API and the IsAutoApply flag was not specified (PL-10694)
|
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The following updates are now live for users of Method.
Features
-
Added an attachments control to designer, which allows users to attach multiple files to a recordID using drag & drop functionality (PL-5875)
-
Fresh re-design to opportunities app using a New / Edit Opportunity screen(PL-9863)
-
Added support for print templates on Purchase Orders for both QBO and QBD (PL- PL-10756)
-
Improved the Send Email action to allow app developers to include attachments added using the new attachment control (PL-5875)
Bugs
-
Fixed issue with users not getting directed to the correct screen when using Sign In With Google. (PL-9296)
-
Improved handling of ambiguous addresses when plotting map point. (PL-9285)
-
Fixed issue that caused newly created app ribbons to error on click (PL-10490)
-
Fixed issue causing grid views from being displayed in the order that they are defined in Designer (PL-10412)
-
Fixed issue with the Insert Values Into Table action displaying Linked Fields (PL-10104)
-
Fixed issue with the Update Values On Screen action filtering out fields from grids (PL-10105)
-
Fixed issue preventing users from editing existing Credit Card Processing actions (PL-10582)
-
Fixed issue related to Auto-Apply Payments on Receive Payments App Impacting some Users (PL-XXXX)
Cheers,
Michael
|
-
The following updates are now live for users of Method.
Features
-
Greatly reduced sync time of records to QBO when making changes via Method’s API (PL-8227)
-
Added ability to export data from a grid (PL-4923)
-
Added a new action to allow app developers to expand & collapse sections (PL-9490)
-
Added a new action to allow app developers to open the right panel to display system panels (PL-6690)
- Increased character limit on tags to 50 (PL-9502)
Bugs
-
Fixed an issue that was causing the iOS and Android apps to crash when selecting a link in some cases (PL-9276, PL-9249)
-
Fixed QBO sync so that tokens are refreshed automatically as expected removing the need for users to reconnect every 6 months (PL-9923)
-
Fixed an issue that was creating DeleteFromDesktop conflicts when transaction history was lowered on QBDT account (PL-10013)
-
Fixed an issue with payments auto-applying regardless of selection for QBDT accounts (PL-10207)
-
Fixed an issue that was falsely flagging some users’ Google Calendar connections as expired and preventing sync (PL-10235)
-
Fixed an issue where signup and signin would show an unsecure connection warning for some users (PL-10218)
-
Fixed issue preventing checkboxes & radio buttons from gaining focus when tabbing through the UI (PL-7555)
-
Fixed issue preventing users from editing fields within the Tables & Fields screen (PL-10253)
-
Fixed issue preventing In List & Not In List comparisons from evaluating correctly (PL-10365)
-
Fixed issue with conditional statements causing runtime error when comparing a number with a blank value (PL-10298)
-
Fixed issue with Update Value In Table causing an error when trying to update a date field with a blank value (PL-10301)
-
Fixed issue with Generate Report action failing causing an error when using a Shared User variable in the selection criteria (PL-10395)
- Fixed issue causing loop values to become unselectable when using a loop through grids inside of another loop through grid (PL-10416)
Cheers,
Audisho
|
-
The following updates are now live for users of Method.
Features
- Estimates, Invoices, Sales Orders and Receipts now support QuickBooks Price Levels (PL-4180)
- General QuickBooks Online sync performance improvements for record creation, modification and deletion (PL-8227)
Bugs
- Fixed an issue with using MIURL link to access Method Classic on mobile devices (PL-9944)
- Fixed issues that may have caused errors when accessing Preferences (PL-10083, PL-9884)
- Fixed an issue with testing email preferences when using Office 365 (PL-9854)
- Fixed an issue where users who did not have multiple accounts were seeing the option to Switch Account in the right menu. (PL-9443)
- Fixed issues for the Method Classic Calendar related to daylight savings time. (PL-9294)
- Fixed an issue causing QBDT sync to fail when a report was too large (PL-8873)
- Fixed an issue that was calculating tax rates incorrectly on some QBO Global accounts (PL-9445)
- Fixed an issue that was causing the sync engine to crash for some users (PL-9564)
- Fixed an issue that was causing the Gmail Gadget to hide sales receipts for Method New users (PL-9761)
- Fixed an issue that was calculating totals incorrectly when an invoice included a subtotal and a discount line (PL-9760)
- Fixed an issue with Google Calendar that would show 2 contradicting sync result messages in some situations (PL-9812)
- Fixed an issue preventing the print in group value from syncing for QBO bundles (PL-10014)
- QBO USA and QBO Global are now able to view Estimate Statuses on the Estimate List (PL-9713)
- Fixed issue when Sales Receipt rates were showing 5 decimal places (PL-9651)
- Fixed issues where some users we’re receiving more than 5 test emails when using the Email Campaign’s app (PL-9996)
- Fixed issue where some users of QBO Global were unable to view their Sales Receipts (PL-10144)
Cheers,
Michael
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-
The following updates are now live for users of Method.
Bugs
- Fixed issue preventing app installations from installing required fields for apps (PL-9850)
- Fixed issue causing the ‘Compare As’ drop down to be displayed in criteria builder when using a comparison of Is Empty or Is Not Empty (PL-9764)
- Fixed issue with action results & controls not displaying correctly in the Show Message action (PL-9912)
- Fixed issue with control drop down not filtering search results in the Show Message action (PL-9911)
- Fixed issue preventing the current version of a screen not being displayed correctly in Designer (PL-9946)
- Fixed issue causing disabled drop downs to become enabled on click (PL-9947)
- Fixed padding inside of the Payment Widget (PL-9940)
- Fixed issue preventing live screen versions from displaying on public pages (PL-9936)
- Fixed issue preventing users from copying the Guest - View Estimate screen (PL-9938)
- Fixed issue preventing users from deleting records using a selection criteria referencing a field record ID (PL-9917)
- Fixed issue preventing newly attached files to be included on sent emails (PL-9602)
- Fixed issue preventing the Set Focus action from running when used in screen load or onfocus events (PL-9960)
- Fixed issue preventing users from adding filtering to app snapshots (PL-10095)
- Fixed issue causing date picker captions to not display in bold when viewed on a mobile device (PL-10169)
- Fixed issue preventing app developers from using action results in the Set Active Record ID action (PL-10170)
- Fixed issue preventing users from modifying portal navigation links in Designer (PL-10177)
Cheers
Jon
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-
The following updates are now live for users of Method.
Features
Bugs
-
Fixed issue preventing loop values from being accessible in expressions (PL-9604)
-
Fixed issue causing Contacts app to be displayed with the name Entity in Subscriptions and Go To Screen action (PL-9758)
-
Fixed issue causing drop down values to appear bolded when the caption is set to bold (PL-9614)
-
Fixed issue on the New Contact screen causing the image placeholder to not display (PL-9777)
M:Classic Features
Cheers
Jon
|
-
The following updates are now live for users of Method.
Features
Bugs
Cheers
Audisho
|
-
The following updates are now live for users of Method.
Features
Bugs
Cheers
Michael
|
-
The following updates are now live for users of Method.
Features
-
Implemented sync retry algorithm, improving performance of QBO sync (PL-8229)
-
Intuit Payments for QBO is now supported on Donor Pages (PL-9328)
-
Added the ability to reference URLs stored in action results & screen controls when using the Go To Web Page action (PL-9329)
- Updated style of Designer and removed the top & right side navigation menus (PL-9465)
Bugs
-
Fixed syncing of QBO item bundles that contained items with decimal quantities (PL-9172)
-
Fixed an issue preventing changes only syncs from being run on some accounts (PL-9156)
-
Fixed inconsistent sync history settings between Classic and New for toggled QBDT accounts (PL-8381)
-
Fixed an issue that was opening a safari tab when signing into an account in the iOS app (PL-9563)
-
Fixed Google Calendar background sync so that calendars sync automatically as expected (PL-9624)
-
Stopped overwriting vendor tax ID with a masked value in QBO (PL-9052)
-
Estimate status will be updated to "Closed" when converting to an invoice for QBO accounts (PL-7316)
-
Fixed Save & New clearing out all default fields on New Opportunity Screen (PL-9369)
-
Updated "SectionEmailSent" section on the Edit Activity screen to read "Previous Email" (PL-9368)
-
Fixed an experience where some users were able to save activities with a Due Date earlier than the activity start date (PL-9226)
-
Delete button would appear for some users when adding a new item to a donation before it was created (PL-9549)
-
Activities related to a case would sometimes throw an error at runtime when the app ribbon was clicked (PL-9525)
-
Activities related to a contact would sometimes throw an error at runtime when the app ribbon was clicked (PL-9589)
-
Some users experienced action sequence errors in the New / Edit Payment screen related to changes in the CreditCardProcessing Action (PL-9667)
-
Fixed issue causing the ‘In List’ comparison to return records having field values of null (PL-9421)
-
Fixed issue preventing users from being able to select required fields in the Retrieve Value From Table action (PL-9364)
-
Fixed issue preventing users from deleting records using a selection criteria referencing drop down values (PL-9359)
-
Fixed issue preventing users from re-ordering columns in a grid (PL-9293)
-
Fixed issue in criteria builder causing table fields to be displayed within the right hand side drop down (PL-9429)
-
Fixed issue in criteria builder preventing the default value of Yes/No to be saved (PL-9545)
- Fixed issue preventing app developers from selecting the payment widget in the Assign Value to Action Result action (PL-9526)
Cheers
Audisho
|
-
The following updates are now live for users of Method.
Features
-
Description only lines (lines without an item) will now sync from QBO to Method (PL-7925)
-
Added support for landscape mode to the Method Mobile App (PL-6801)
-
Improved property defaults on controls in Designer (PL-9196)
-
Added Font Weight property to the text input control (PL-9208)
- Added New Vendor to the New / Edit Bill Screens for All Accounting Versions (PL-9367)
Bugs
-
Fixed issue with using (USA)-T-Mobile as provider for SMS reminders. (PL-8239)
-
Fixed “Get Started With Method” panel style issues when using Safari. (PL-8836)
-
Fixed an issue preventing items from syncing for some QBDT users (PL-8598)
-
Moved the “Reset Synced Computer Name” and “Reset Synced QB File” links underneath the current values instead of having them appear to the far right (PL-9007)
-
Fixed a bug when changing screen rotation on a mobile device while the left nav is open (PL-9029)
-
Fixed a bug preventing scrolling all the way to the bottom of screens in the mobile app in landscape orientation (PL-6801)
-
Fixed issue preventing users from deleting a ‘Test For Me’ screen version when no live version is set (PL-9183)
-
Fixed issue with Generate Report action producing an error when multiple selection criteria is specified (PL-9232)
-
Fixed issue with Date Function action not formatting dates correctly (PL-9233)
-
Fixed issue with Action Editor not displaying selected field values (PL-9238)
-
Fixed issue preventing users from adding grid view selection criteria (PL-9237)
-
Fixed issue with Action Editor whereby loop values are visible in actions, even though the action is not contained within a loop (PL-9273).
-
Fixed issue with Action Editor whereby loop values were not visible in several actions, even though the action is contained within a loop (PL-9347)
-
Fixed issue where some users were unable to view cases inside of the Guest-Portal (PL-8634)
-
Fixed issue where users were unable to add a new item to Purchase Orders (PL-8624)
-
Fixed issue where some QuickBooks Global users were unable to create Purchase Orders (PL-8623)
-
Delete message in donations app updated for minor grammatical errors (PL-8705)
-
Fixed issues where some users experienced issues with setting Donor Classes (PL-9143)
-
Fixed issues where some users were not able to Create an Invoice from an Estimate (PL-9189)
- Fixed issues where some Paypal users were unable to process payments on Donor Pages (PL-9189)
Cheers
Michael
|
-
The following updates are now live for users of Method.
Features
Bugs
-
Fixed spacing issue within the icon on the Tables & Fields page (PL-8686)
-
Fixed issue causing the DataExtDef table to be displayed on all search results on the Tables & Fields page (PL-6987)
-
Fixed issue preventing help text for row icons on the Field List page to not be displayed (PL-8196)
-
Fixed spacing issue on the TagList control caption color drop down within Designer (PL-6253)
-
Fixed spacing issue within the selected tag list area in advanced search for grids (PL-6497)
-
Fixed issue preventing users from accessing action results in conditional statements when placed inside of a loop (PL-6982)
-
Fixed issue in Manage Apps causing the context menu to not be fully displayed on some browser sizes (PL-7503)
-
Fixed issue on the New Contact screen which prevented Method from remembering the last created contact type (PL-9034)
-
Fixed issue with Action Results disappearing as an option in the Insert Record Into Table action (PL-9063)
-
Fixed issue with Criteria Builder reverting back to today’s date when performing a date comparison (PL-9066)
-
Fixed issue with Show Message preventing a loop from completing (PL-9149)
-
Fixed issue causing the Session - User Record ID value to be displayed as Session - Master Admin User Record ID within Action Editor (PL-9150)
-
Fixed issue with Set Active RecordID action resetting controls which are not tied to a Table Field (PL-9151)
-
Fixed issue within Criteria Builder preventing fields from being refreshed after changing the base table used for comparison (PL-9180)
-
Fixed issue preventing nested loops from executing correctly (PL-9195)
-
Fixed issue with QBDT sync steps which redirected a user back to the Send Email page after successfully sending an eml (PL-9044)
-
Fixed issue with QBDT sync steps generating 2 authorization codes (PL-8730)
-
Fixed issue with inviting same user multiple times on QBDT sync steps (PL-8511)
-
Fixed an issue where item bundles were not being unrolled on transactions (PL-9071)
-
Fixed an issue where decimal quantities did not sync for item bundles (PL-9071)
-
Fixed an issue where some users were unable to revoke their own sync code (PL-8534)
-
The Google Calendar “sync now” option is now disabled while a sync is in progress (PL-8207)
-
Fixed an issue with viewing conflicts for the Accounts table (PL-8208)
-
Fixed QBO sync results to correctly display QBO as the destination instead of QBDT (PL-8268)
M:Classic Bugs
Cheers
Jon
|
-
The following updates are now live for users of Method.
Fixes
-
Fixed an issue in Quickbooks Online that was causing sync to abort when an invoice was added to the same payment more than once (PL-8529)
-
Fixed an issue that was causing the Google Calendar sync and Gmail Gadget to malfunction due to invalid tokens (PL-8332)
- Fixed an issue with Quickbooks Desktop that was causing the synchronization process to abort with the error "string or binary data could not be truncated" (PL-8288)
Cheers
Derek
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