The following updates are now live for users of Method. 

• Fixed issue preventing SMS activity reminders from being sent for toggle & new accounts (PL-1911)
• Gmail Gadget - Fixed issue with generate portal link not returning a URL (PL-1832)
• Gmail Gadget - Added user permission check to the Add Contact page to show / hide gadget functionality based on app permissions (PL-1833, PL-1834)
• Gmail Gadget - Added user permission check to the Add Activity page to show / hide gadget functionality based on app permissions (PL-1835)
• Gmail Gadget - Added user permission check to show / hide Documnets tab based on app permissions (PL-1888)
• Gmail Gadget - Fixed issue on transaction tab to display transactions amount to two decimal places (PL-1840)
• Gmail Gadget - Fixed issue to ensure gadget navigates to correct app screens as set in app configurations (PL-2022)

Cheers

Jon

The following updates are now live for users of Method:Classic. 

• Improved QuickBooks sync connection failure. (Ticket AS-986)
• Fixed issue with times on Time Tracking entries for QBO. (Ticket AS-781)
• Fixed issue with colons causing some customers not to sync. (Ticket AS-938)
• Email and Country is now passed when using Credit Card Processing action. (Ticket AS-780)
• Fixed issues using PayPal Express for payments. (Ticket AS-963)
• Added support for comma separated email in customer email field . (Ticket AS-909)
• Fixed issue with Customize->Screens screen not refreshing after searching. (Ticket AS-1041)
• Fixed issue with Customize->Screens screen not refreshing after screen copy. (Ticket AS-1044)
• Fixed issue with assigning users to tenant accounts in multi-tenant accounts. (Ticket AS-690)
• Fixed issue with Generate Report action not working when looping through a table (Ticket AS-1103)
• Added support for British Pounds for when processing payments. (Ticket AS-1021)
• Added support for sorting of Help Center articles. (Ticket AS-1010)
• Improved Export Grid action to check for duplicate columns. (Ticket AS-889) 
• Added performance improvements for Chrome & Safari browsers. (Ticket AS-1011)
• Improved error checking & logging for MailChimp integration. (Ticket AS-1028)

Cheers

Jon

The following updates are now live for users of Method. 

• Improved QuickBooks sync connection failure. (Ticket AS-986)
• Fixed issue with times on Time Tracking entries for QBO. (Ticket AS-781)
• Fixed issue with colons causing some customers not to sync. (Ticket AS-938)
• Email and Country is now passed when using Credit Card Processing action. (Ticket AS-780)
• Fixed issues using PayPal Express for payments. (Ticket AS-963)
• Added support for comma separated email in customer email field . (Ticket AS-909)
• Added support for British Pounds for when processing payments. (Ticket AS-1021)
• Fixed issues with editing screen level events. (Ticket AS-1162)
• Fixed issues with logging into certain accounts. (Ticket AS-1174)
• Fixed issue with duplicate screens showing up in screens lists. (Ticket AS-1165)
• Fixed issue with formatting number type fields. (Ticket AS-1133)
• Improved Not equals criteria to include empty or null values. (Ticket AS-1102)
• Fixed issue with tenant account showing the parent tenant account name in the right menu. (Ticket AS-1015)
• Fixed issue with drop down fields in Updated Field in Table action. (Ticket AS-1107)
• Fixed issue with drop down fields in Insert Record into Table action. (Ticket AS-752)
• Improved error messaging to direct users to account admins. (Ticket AS-988)
• Fixed issue with deleting Link type column fields in a grid. (Ticket AS-1077)

Cheers,

Michael

The following App updates are now live for users of Method. 

Donations App

• New! Report: You can now generate a Donor & Donations Annual Summary by going to the Reports screen (accessible from the Dashboard) of the Donations app.

Contacts App

• Addressed an issue with wrong information being saved on the New Contact screen when adding a new vendor. (AS-1048 - Thanks Steve)
• Contacts List can now search for the contact's balance and address fields (city, state and country)

Opportunities/Activities App

• Improved the Activities app ribbon within Opportunities app (Thanks Mahlon for the suggestion)

Activities App

• Improved the "Delete" dialog message for Activity Status

Sales Order App

• Consistent naming on the Sales Order grid

Cheers - please keep your feedback coming,

Monish

The following updates are now live for users of Method. 

• Send Email Action - Added 'Email From Name' field (Ticket PL-1476)
• Import/Export tool is available for all administrators on an account, not just the primary administrator (Ticket PL-1407)
• Aligned screen copy process found in Manage Apps & Designer.  Redirected screens will now create two versions when copied - a Live version and a Test version (Ticket PL-1393) 
• Updated Subscribe hard hold page to display correct account balance (Ticket PL-1342)
• Updated Subscribe hard hold page to display a working Pay Overdue Balance button (Ticket PL-1342)
• Consolidated Import/Export, Payment Widget, and Gmail Gadget into a single Integrations page (Ticket PL-1424)
• Added default preferences for users when they are added to Method (Ticket PL-1640)
• Updated Google Gadget to handle navigation into the new Method (Ticket PL-1588)
• Fixed issue with images not displaying on Public Pages (Ticket PL-1753)
• Improved performance of signin (Ticket PL-1757)
• Performance Improvements related to the loading of apps and snapshots on the dashboard (Ticket PL-950)
• Performance Improvements related to screen load times (Ticket PL-1051)

Cheers,

Jon

The following updates are now live for users of Method. 

• Fixed issue with editing filter views for existing drop downs. (Ticket #AS-996)
• Fixed issue with saving screen that have control captions that start with a number. (Ticket #AS-936)
• Fixed issue with editing series for existing charts. (Ticket #AS-1024)
• Fixed issue with the lose focus event on drop downs. (Ticket #AS-1009)
• Fixed issue with guest page URLs for duplicate emails. (Ticket # AS-234)

Cheers,

Michael

The following App updates are now live for users of Method. 

Contacts App

• Automatically close View Contact screen if the contact is deleted in another screen (related to Ticket AS-790)

Payments/Contacts App

• Payments app ribbon now shows up within the Contacts app. It shows payments made by the particular customer.

Opportunities App

• Fixed an issue with the "Lost Opportunities" filter on the Opportunities list screen.

Cheers - please keep your feedback coming,

Monish

The following App updates are now live for users of Method. 

Contacts App

• Updated Contacts List - now has Full Name, actionable phone numbers and email for each contact
• Updated Edit Entity screen to allow QuickBooks Desktop users to update SalesRep (Ticket AS-723)
  
• Automatically close View Contact screen if the entity is deleted in another screen (Ticket AS-790) - Thanks Mahlon for highlighting this.

Sales Orders App

• Fixed formatting issues with the Sales Order app ribbon (Ticket AS-1026) - hat tip to Mahlon.

Donations App

• Some style changes for consistency

Cheers - please keep your feedback coming,

Monish

The following updates are now live for users of Method:Classic. 

• Fixed issue with saving email preferences (Ticket AS-796)
• Fixed issue disconnecting and reconnecting to QBO (Ticket AS-916)
• Fixed issue with contacts not being removed when customer is deleted. (Ticket AS-836)
• Fixed issue currency issues with Credit Card Process actions. (Ticket AS-981)
• Fixed issue with group item totals not being calculated correctly. (Ticket AS-977)
• Fixed issue with Auto Apply on Recieve Payments. (Ticket AS-1018)
• Improved error logging for platform, api and sync. (Tickets TR-2,TR-3,TR-4)

Cheers,

Michael

The following updates are now live for users of Method. 

• *New* Access to Import / Export tool (Ticket PL-1367)
• *New* Ability to create a copy of a live screen/version from Designer (Ticket PL-957)
• *New* Addition of reminder email links (Ticket PL-1066)
• *New* Set preferences for Gmail Gadget (Ticket PL-1264)
• Removed simplified login prompt from sign in page (Ticket PL-1300)
• Fixed issue with retrieving company account preferences (Ticket PL-1465)

Cheers,

Jon

The following updates are now live for users of Method. 

• Fix - Loop inside Conditional Statement breaks (Ticket AS-945)
• Fix - Updated Html editor to a new version to correct line breaks (Ticket AS-793)
• Fix - Designer produces an error on close & reopen (Ticket AS-968)
• Fix - Added check to avoid duplicated view names (Ticket  AS-989)
• Fix - Issue caused by failure to install apps (Ticket AS-904)
• Fix - Added button for users to disconnect Intuit/Google accounts from signin when no active Method accounts exist (Ticket AS-864)
• Fix - Email server and signature information is being wiped out.  Note: A fix for the Classic platform will be deployed at a later date (Ticket AS-796)

Cheers,

Jon

The following App updates are now live for users of Method. 

We would like our Method:Donor trial customers, staff and partners to be able to see the magic of Donor Pages within minutes of signing up - without having to setup a payment gateway.

With Demo mode, which is "on" by default for new accounts, anyone can experience Donor Pages without first setting up payment gateway. It will do the full process - creating new donor, donation receipt, send emails, setup followup reminders/activities and send an internal notification - without actually processing the payment!

It can be turned on by going to the Accounting Setup screen of Donor Pages Setup area. Check "Experience this Donor Page without processing payments."

It will also place a "yellow notification box" on the "Donate Now" screen to notify anyone trying the screen that the payment won't be processed. The Donation (Sales Receipt) is saved with a special note in the Memo field making clear that this wasn't an actual donation, making it easy for you to identify test donations and deleting them from the Donations app. Once you are ready to accept payments: just setup the gateway, uncheck this box, share your "Donate Now" page far and wide... you're ready to go!

Happy Demoing & Trialing Donor Pages!

Some more updates:

Donor Pages App

• "Save & Next" is now the primary button on setup screens. Screens will now be closed automatically but will remain accessible from back.
• With yesterday's Method release, "Deposit To Account" can now be set from Payment Gateway Preferences. Hence, it's been now removed from the accounting setup screen. For those that are already using that field, be sure to update your payment gateway with the correct Deposit to Account.
• To simplify the Accounting setup screen, the Item & Program grids won't show up by default or when empty. Item & Class (Program) grids now automatically refresh as well.
• Simplified the Activity/Email Notification screen to make "Thank You Email Template" editing optional (recommended). It only shows up by default if there is a missing field (typically, From Email)

Opportunities App

• Consistent comment on the Edit Opportunity screen (Thank you Mahlon for flagging this) (Ticket AS-908)
• Edit Opportunity screen now has an app ribbon from the Sales Orders (Thank you Mahlon & Fran for raising this) (Ticket AS-958)

Sales Receipts App

• Automatically update the sales receipt total on screen when an item is added/removed (Ticket AS-985)

Payments App

• Correct name is placed in the payment record (Ticket AS-919)

Please keep your feedback coming!

Cheers,

Monish

The following updates are now live for users of Method. 

• Added Default Deposit To Account option to the Paypal Credit Card payment gateway setup (Ticket PL-1366)
• When processing payment transactions using the payment widget, get card holder name from payment widget (Ticket PL-1366)
• Added logging for payment gateway processing in Method (Ticket PL-1138)
• Fix - Notification preferences screen creates error when reminder drop down is clicked (Ticket PL-1344)
• Fix - Prevent users from using reserved keywords for naming of action results (Ticket AS-896)
• Fix - Reconnecting in QBO produces an out-of-date email (Ticket AS-877)
• Fix - Re-establish a connection between QBO and Method if a connection exists (Ticket AS-883)
• Fix - Issue preventing users from linking existing linked field in tables (Ticket AS-617)
• Fix - Issue preventing users from updating Yes/No fields on the Customer table (Ticket AS-930)

Cheers,

Jon

The following updates are now live for users of Method. 

• Style updates for the payment widget (PL-1188, PL-1205, PL-1238)
• Corrected issue so that payment widget fields clear when using the ‘clear screen’ action (PL-1190)
• Corrected issue where users were unable to add a payment gateway (PL-1262)
• Updated PayPal’s payment gateway name to read ‘PayPal Credit Card Payments’ (PL-1199)  
• Spelling & grammatical corrections (PL-1226, PL-1224)
• Style updates to fix scrolling issues within designer (PL-1244, PL-1245)
• Style updates for Tables & Fields mobile screen (PL-1263)
• Style updates for Add Gateway mobile screen (PL-1207, PL-1285)
• Corrected issue with Generate Report action whereby 'Override With Report' option was not working (AS-858)

Update - The below ticket was removed from the live environment after a further issue releated to the fix was identified.  We will re-publish this fix at a further date and be sure to let you know.  

• Added validation to prevent users from using reserved words within actions (AS-896)

Cheers,

Jonathan

The following updates are now live for users of Method:Classic. 

• Fixed issue with Webforms not using new email settings (Ticket AS-819)
• Fixed issues with adding / editing users within multi-tenant accounts (Ticket AS-848, AS-867)
• Fixed issue related to Lead contacts not being deleted when Lead record is deleted (Ticket AS-806)
• Fixed issue preventing Alt Contact from being deleted in QBD (Ticket AS-881, AS-773)
• Fixed issue preventing related records to be inserted on multi-tenant webforms (Ticket AS-750)
• Fixed issue with grid looping when grids are using SQL overrides (Ticket AS-853)
• Added ability to link new QBO tenants to QBO accounts (Ticket AS-447)
  
• Fixed issue with QBO background sync (Ticket AS-491)

Cheers,

Jonathan