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The following updates are now live for users of Method.
Features
- QBO Sync - Inventory & NonInventory Types (PL-2986)
- QBO Sync - Item Hierarchy Changes (PL-3255)
- Avoid Entity duplicate conflicts (PL-3799)
- Standardize ‘Save’ prompt when leaving designer (PL-3311)
- Improved error messaging on app publishing (PL-3681)
- Items App - Update to incorporate QBO sync changes (PL-4145)
- *Cases App - Miscellaneous improvements, including all new charts (PL-4369)
- Activities App - Excluding SaaSphalt Work Order type from the app ribbon (PL-4373)
- Link to Subscribe added to header for trial users. (PL-4195)
Bugs Fixes
- Updated Outlook Add-In Certificate (PL-4005)
- Tax percentage displayed incorrectly on print template before sync (PL-3591)
- QBO: Viewing payment conflict results in error (PL-3960)
- QBO Sync Results Grid: Deletes listed as updates (PL-3951)
- QBO Sync - Connected with Intuit Time stamp showing the Incorrect time and date (PL-4246)
- QBO Global: Non-existent items listed in Method (PL-4263)
- Spinning wheel icon broken upon initial Method:Classic portal sign-in (PL-4393)
- QBO Sync Results show number of conflicts (PL-4338)
- Show conflict/error message when a sync aborts (PL-4339)
- PNG images fail to load on runtime & system pages (PL-4295)
- App updates reset the stock ‘Customer Contacts Portal’ portal navigation menu (PL-4201)
- Cannot create a new record when a ‘_RecordID’ field is on screen (PL-4292)
- Send Email app is not appearing on the dashboard for newly created accounts (PL-3662)
- Designer | Header icons not correct size (PL-4225)
- Grids | Unable to search a transaction line table using the grid search bar (PL-4293)
- Calendar | Cannot create activity in FireFox (PL-4186)
- Calendar | Resource names are not truncated in FireFox (PL-4187)
- Action Editor | Set Active RecordID action generates error when using a value from Text (PL-4229)
- Activities & Send Email Apps - “Send Email on Save or Complete” on Edit Activity screen gives an error (PL-4464)
- Send Email & Email Campaigns Apps - Restrict Contacts dropdown based on peer-to-peer access controls (PL-4367, PL-4342)
- *Estimates & Sales Orders Apps - Small bug fixes related to formatting and flow (PL-4366)
- Hover tip text showing outside of box. (PL-4217)
- Screen tiles with redirects showing up as larger. (PL-4422)
- Unable to change app colours on non-favourited apps. (PL-3634)
- Enter manually field showing up for SMS carriers. (PL-4136)
* These app updates have been delayed until further notice. Thank you.
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The following updates are now live for users of Method:Classic.
Bugs Fixes
- Designer stops responding when editing screens. (PL-4272)
- Google and Intuit showing as disconnected even though it is connected. (PL-4295)
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The following updates are now live for users of Method:Classic.
Bugs Fixes
- Fixed issue with transaction created using Google Gadget were not being passed the customer. (PL-3592)
- Fixed issue with Locating a match within permitted tenant list. (PL-3967)
- Removed Reset button in QuickBooks. (PL-4061)
Cheers,
Michael
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The following updates are now live for users of Method.
Features
- Go To Record on Resolve Conflict to give yourself access. (PL-3954)
- Avoid QBDT Duplicate Entity Conflicts by appending (2) on duplicate detection. (PL-3799)
- Opportunities App | More out of the box filters, more charts, filter charts based on time range and redesigned New Opportunity screen (PL-4111)
- Email Campaigns App | Easier to select and add Contacts to mailing list (contact filters, select all, filter unselected emails) and duplicate existing Email Campaigns. (PL-4045)
- MultiTenancy | Added session variables for Current Tenant and Permitted Tenant (PL-3771)
- MultiTenancy | Enabled records from the permitted tenants list to be accessed on runtime screens (PL-3787)
- MultiTenancy | Enabled TenantID field to appear as an editable drop down (PL-3790)
Bugs Fixes
- Improved Cross Browser / Cross Device support on Preferences area. (PL-3230)
- Fixed issue with selecting packs when inviting user for IE 11. (PL-4087)
- Fixed issue which that sometimes caused scrollbars to appear in the middle of the window. (PL-4105)
- QBDT Preferences for days per transaction get wiped out from Method Classic when saved in Method New. (PL-3926)
- Clear All on Conflicts page does not work. (PL-3894)
- Sync Conflict page shows time in UTC rather than local. (PL-3923)
- Conflicts Details screen gives Error when there is an Authentication Conflict. (PL-3939)
- Cost / Rate not showing full 5 decimal places on Items. (PL-3487)
- QBDT custom fields with over 20 custom fields may not sync from Method to QB for Estimates and Sales Orders. (PL-3803)
- UnitOfMeasure Name Changes on QBDT (PL-397)
- Calendar | Users not able to scroll on a mobile device (PL-3132)
- Calendar | Exception thrown to end user when making a selection with no resource selected (PL-3150)
- Calendar | Unable to create a new activity on mobile (PL-4097)
- Calendar | ‘Hide filters’ checkbox does not hide filters (PL-3874)
- Calendar | ‘Allow users to edit’ checkbox does not prevent users from editing calendar (PL-3873)
- Grids | Grids do not save checked rows when navigating away from screen (PL-3561)
- Toggle | Cell alignment is being applied to Toggle Text (PL-3977)
- Designer | Send Email action missing port number under advanced server options (PL-3839)
- Designer | Session variables for shared lists do not return a list of usable values (PL-3964)
- Designer | Object menus are being cut off in Chrome (PL-4104)
- Designer | Payment Processing generates an error when more than two decimal places are passed for currency (PL-4041)
Cheers,
Michael
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The following updates are now live for users of Method:Classic.
Bug Fixes:
- Fixed issue with CreatedBy using the series CreatedBy instead of the current user when inserting new recurring dates. (PL-3779)
Cheers,
Jon
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The following updates are now live for users of Method.
Features:
- View QBO Sync Status and Results from QuickBooks Preferences page (PL-3500)
- Prevent website conflicts on incomplete web addresses (PL-3504)
- Updated QBD sync video on QBD sync steps page. (PL-3635)
- Minor improvements to Invite user. (PL-3231)
- Users now have the ability to specify the location of snapshots on the custom app tiles. (PL-1939)
- Improved the click areas of tiles throughout Method. (PL-2673)
- Added ability to include email attachments in the Send Email action (PL-985)
- Standardized color & size styles for Text Input, Text, and Icon widgets in designer (PL-3838, PL-3902, PL-3816)
- Contacts App | New 'Send Email' link on the View contact screen to make it easy to send an email to a contact (PL-3706)
- Contacts App | 'Related' contacts app ribbon now includes the contact's phone & email
- Estimates, Invoices, Sales Orders, Sales Receipts & Donations Apps | Add/Edit item screens now include a drop down link to the Items app to make it easy to add, edit or remove an item (PL-3996)
Bug Fixes:
- Incorrect entries in sync conflicts for Vendors, so Go To Record would not work (PL-3644)
- Conflict on QBDT when Vendor added or edited from Method (PL-3802)
- Fixed issue with Link to QuickBooks entity field being cleared on permissions change. (PL-3609)
- Fixed issues with Google connection showing up Disconnected. (PL-3428)
- Fixed issue with Install button not being disabled during app install. (PL-3597)
- Fixed issue with Save button but being disabled when adding a field. (PL-3780)
- Fixed issue with “Make this new user's permissions similar to” showing a invalid warning message. (PL-3659)
- Fixed issue with tile text going outside the tile instead of being truncated. (PL-3825)
- Fixed issue with changing colour of app tiles in mobile landscape. (PL-3564)
- Fixed issue where screen permissions (Guest & Public) are not included in a screen copy (PL-3651)
- Fixed issue where by tags with spaces are not saving correctly (PL-3493)
- Fixed slow performance in designer for Internet Explorer 11 users (PL-2376)
- Fixed style issues in designer preview mode (PL-3396, PL-3397, PL-3398)
- Fixed style issues in designer (PL-3236)
- Grids | Row RecordID is now accessible in column click actions (PL-3387)
- Grids | Visible columns are saved when navigating away from a screen (PL-2641)
- HTML Editor | Fullscreen mode no longer hidden behind navigation bar (PL-3446)
- HTML Editor | Removed option to set percentage based height (PL-3586)
- HTML Editor | Fixed spellcheck feature (PL-3774)
- Text Input | Fixed the error messaging for when invalid characters are entered in fields formatted for number only (PL-3445)
- Text object | Thousand separator field not updating correctly when changed in designer (PL-3761)
- Sales Receipts App | Fixed a formatting issue with the total & subtotal amounts (PL-3934)
Cheers,
Jon
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The following App updates are now live for users of Method.
Contacts App
- New! Customer (or Entity) Notes are now available on the New Contact, View Contact and Edit Customer (Entity) screens within Method:New. This field syncs with QuickBooks as well.
- For QuickBooks Desktop users, Sales Rep dropdown is now available on the New Contact screen.
Cheers - please keep your feedback coming,
Monish
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The following updates are now live for users of Method.
Features:
- Newly added apps to existing packs now automatically installed (PL-3471).
- Dropped the "Allowed to Integrate Accounting” requirement for QBD sync. (PL-3348)
- Updated alignment properties for Button, Text, Checkbox, and TagList objects to utilize radio buttons (PL-3120).
- Added ability to display text within a toggle (PL-3425, PL-3424).
- Ability to click Go To Record from Conflicts (PL-3488).
- Full Sync Page Size for troubleshooting (PL-3481).
Bug Fixes:
- Improved load time of account selection page for users with many accounts (PL-3447).
- Fixed screen load issues caused by having an underscore in the screen name (PL-3601).
- Fixed issue with “Have you moved page?” was not correctly saving time zone changes (PL-3491).
- Added password masking to Personal email settings (PL-3587).
- Adjusted tile sizes in Marketplace (PL-3600).
- Action Editor | Fixed style issue in FireFox preventing scrolling (PL-3465).
- Action Editor | Updated 'learn more' link for grids to point to the correct help article (PL-3358).
- Action Editor | Added text to Yes/No toggle in Criteria Builder (PL-3463).
- Charts | Fixed issue preventing users from copying a chart that utilized a SetViewFilter action (PL-2627).
- DateTime Picker | Fixed issue where by 'Use Current Date/Time' option was always selected for object (PL-3043).
- DateTime Picker | Fixed issue preventing users from switching between the Date and Time menus at runtime (PL-2417).
- Radio Buttons | Fixed issue preventing the OnChange event from firing when object is updated using actions (PL-3390).
- Radio Buttons | Default value now resets correctly on clear screen (PL-3389).
- Radio Buttons | Fixed vertical text alignment (PL-3014).
- Sections | Fixed issue with column width switching between % and px after adding background cell color in designer (PL-3357).
- Google calendar appointments duplicating (PL-3535).
- Multi-tenant accounts not able to sync on QBDT (PL-3537).
Cheers,
Paul
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The following updates are now live for users of Method.
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Users can now Sort, Favourite and change of the colour of app tiles. (PL-3416)
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We have updated the apps within packs.
Cheers,
Michael
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The following updates are now live for users of Method.
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Fixed issue with exporting grids that have columns using sql overrides with date fucntions. (AS-1440)
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Fixed "Table and/or field for this dropdown is missing" error on dropdown fields. (AS-1348)
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Multi-Tenant Account are now able to generate reports with data from multiple tenants. (AS-1625)
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Fixed issue generating Method Knowledge Base URL. (AS-1575)
Cheers,
Michael
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The following updates are now live for users of Method.
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Fixed scrolling issues on modals windows within designer. (PL-3527)
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Fixed issue with controls shrinking within designer when using firefox. (PL-3526)
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Fixed issue with screen redirect where in some cases it would redirect to the original screen. (PL-3511)
Cheers,
Michael
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The following updates are now live for users of Method.
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MethodSupport user has been removed from subscription screens. (PL-3336)
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Clear Screen for New Entry action now also clears unbound fields. (PL-3334)
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Fixed issues with links on QBD sync setup screen. (PL-3430,PL-3244)
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Fonts on runtime screens are now a darker shade of grey. (PL-3191)
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Addressed issue that may have allowed duplicate user names to be created. (PL-3350)
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Adding actions to a controls Focus event no longer causes the control to lose focus. (PL-3342)
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Fixed size of "Customize Installed App Screen" modal on Safari. (PL-3468)
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Removed duplicate text from Preferences > QuickBooks screen. (PL-3345)
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Fixed typo on Invite User screen. (PL-3338)
Cheers,
Michael
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The following updates are now live for users of Method:Classic.
Platform Updates
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Fixed rounding issue on some transactions which may have caused some sync conflicts. (Ticket AS-1280)
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Fixed potential issues with signing up for a new account. (Ticket AS-1588)
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Fixed issue with Google Calendar appointments duplicate in some instances. (Ticket AS-1239)
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Reminder emails now uses users emails settings if they exist. (Ticket AS-1557)
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Fixed ability to clear Vendor type for Vendors. (Ticket AS-1226)
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Changing the customer on a QBO transaction is now syncs. (Ticket AS-1603)
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Main contact is now restored when an entity is refetched from QuickBooks. (Ticket AS-1512)
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Added validation to prevent using a number in button event names. (Ticket AS-1347)
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Fixed issue with creating and managing webforms in IE and Edge. (Ticket AS-700)
Cheers
Michael
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The following updates are now live for users of Method
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Buttons now get disabled and greyed out when clicked until actions finish processing. (PL-2672)
- Various Manage Apps style fixes for cross browser and cross device support. (PL-3326)
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When installing a new pack user has access set to all apps in pack. (PL-3183)
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Fixed issue with "Related" app ribbon not working. (PL-3225)
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Fixed issue with having a Go To Screen and Save All action in same action set. (PL-3218)
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Screens can no longer be re-directed to themselves. (PL-3180)
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Updated size of confirmation messages. (PL-3155)
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URL generated by sharing a public page is now immediately accessible (PL-3022)
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Fixed issue with additional border showing on grids with image fields (PL-2951)
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Grid settings window on runtime screen is now scrollable. (PL-2917)
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Fixed issue with Delete message not showing up on mobile devices in some instances. (PL-3015)
Cheers
Michael
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The following updates are now live for users of Method.
Subscription Area
Dashboard
Manage Apps
Guest Pages
Designer
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Designer now displays horizontal scroll bar in cases where columns extended past visible area (PL-3259)
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Updated search results on object properties to eliminate duplicate table names (PL-2930)
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Updated prompt when a user clicks ‘close’ in the designer with unsaved changes (PL-2278)
Designer -> Action Editor
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Fixed issue in Retrieve Value from Table action causing incorrect results when using embedded OR statements (PL-3258)
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Send Email Aaction failed to initialize when apostrophes were used in the From Name, Subject, and Body (PL-1826)
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Send Email action did not allow users to expand Advanced Settings area (PL-3246)
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Call to Web Service action did not display parameters correctly after saving (PL-3234)
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Updated various icon styles within Action Editor (PL-3208, PL-3204, PL-3220)
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Updated actions to parse single quotes correctly (PL-2429)
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Updated the Date Difference function to properly calculate date & time differences inclusive of the date provided (PL-2628).
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Updated the Date Format function to properly format dates using the ‘-o’ format (PL-2626)
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Grid captions are now hidden when a grid control is hidden via actions (PL-2604)
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File Uploader style updated to include a menu icon (PL-3169)
Payment Gateways
- Removed the ability to add classic PayPal credit card gateways in the new version (PL-3197)
Cheers
Jon
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