The following updates are now live for users of Method.

Features

• Fix - Changes-Only Sync not getting modified on QBO with blank tax code (PL-5377)
• Fix - General Error on Syncing with QBO with blank tax code (PL-5754)
• Fix - Refresh tokens about to expire (PL-5506)
• Fix - Delete from Method not deleting record or conflict (PL-5645)

The following updates are now live for users of Method.

Features

• Tables & Fields Improvements (PL-3970)
• Update to Authorize.Net production URLs (PL-5368)
• Disable drop downs during event processing (PL-5265)
• Addition of ‘No results found’ notification in drop downs (PL-5271)
• QBO Disconnect and Reconnect by Apps.com offering (PL-5383)

Bugs

• Signing into Google gadget taking users to wrong screen. (PL-4737)
• Error installing a second Method app from apps.com. (PL-5384)
• Drop downs not opening in consistent direction (PL-5252)
• Drop downs displaying incorrectly when loading large dataset (PL-5263)
• Drop down width property not working (PL-5493)
• Calendar resource drop down not displaying correct values (PL-5366)
• Tag add icon is broken (PL-5227)
• Set focus to control on screen load not working (PL-5335)
• Day of week function returns a numerical value (PL-5359)
• Grid sorting not remembered after using ‘Back’ navigation (PL-5334)
• Changing Display Type for a control in Designer breaks control properties (PL-5375)
• User is not taken to top of search results when searching controls in Designer (PL-5328)
• Clicking on Preferences > Integrations > Gmail Gadget  gives an error (PL-5311)
• QBDT Sync appears to start when engine or PUSH is disconnected (PL-5330)
• QBDT Sync results page reports wrong count (PL-5342)
• Method:API - Error looking up dropdown value on Insert (PL-5464)
• Method:API - Table does not support add (PL-5531)

Cheers,

Michael

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

Bugs

• Taglist displaying [Object object] instead of tags (PL-5045)

Cheers,

Jon

The following updates are now live for users of Method.

Features

• Detailed QB Desktop sync results show live under Preferences > QuickBooks (PL-5160)
• Hide unsupported payment gateways (Intuit Merchant Services, PayPal Account) (PL-5017)
• Updated styles on the File/Image uploader widget (PL-4270)
• QBDT - Add Reset QuickBooks File under Preferences > QuickBooks (PL-5162)
• QBDT - Add Computer Reset Link  (PL-5163)
• QBDT - Cleaned up, more intuitive UI for QB Preferences (PL-5161)
• Ability to share a Method Login email as long as logging into different accounts. (PL-4531)
• Disconnecting Method from QBO uses new Method portal (PL-4997)

Bugs

• NEXT app fails to update (PL-5194)
• Invoice & Estimates apps fail to update (PL-4910)
• Money type fields not clearing on Active Record ID change (PL-4944)
• Marketplace card click is directing users to Dashboard (PL-4257)
• Selected controls are causing misalignment in screens (PL-5110)
• Copy screen corrupts Set View Filter actions (PL-5267)
• Formatting drop down columns causes error (PL-5317)
• Payment Widget form properties are not working (PL-1609)
• Hiding Payment Widget results in an error (PL-5030)
• QBDT Sync Engine - prevent sync engine from stopping when it tries to sync a transaction before the closing / divide date (PL-4670)
• QBDT Sync Engine - Invoices table synced before SalesOrders (PL-4465)
• QBDT Sync - Fixed asset should ignore quantity when syncing estimates (PL-4763)
• QBDT Listener not installed when .NET framework 3.5 is missing (PL-4345)
• Updated Styles on all tooltips to be consistent (PL-4243)
• Header displaying generic tooltip on hover (PL-4765)
• Pack name and checkbox control not aligned when inviting users on mobile device (PL-4406)
• Marketplace Pack tiles missing footer (PL-4268)
• Dashboard right panel not showing on device rotation (PL-5149)
• Subscription header displaying as clickable (PL-5244)

Cheers,

Jon

The following updates are now live for users of Method.

Features

• Improvements to runtime drop downs (PL-4250)
• Display and speed improvements to the Subscription page (PL-4524)

Bugs

• Refetch is not working for Entity table for QBDT (PL-4948)
• A general error has occurred in QBO Sync (PL-4916)
• Duplicate payment methods in new QBO accounts (PL-5105)
• Unable to hide icons that are left aligned (PL-4399)
• Formatting an empty date results in an error (PL-4469)
• Field type of Money allows entering of text (PL-4403)
• Unable to use multiple Yes/No controls in Criteria Builder (PL-4745)
• User redirected to dashboard when clicking in user/price section of a pack card in marketplace (PL-4738)
• Fixed styling within designer modals (PL-4327)
• Fixed styling for drop downs in action editor (PL-5005)
• Fixed styling for toggle buttons in action editor (PL-5010)
• Secure your account emails sent for valid QBDT accounts (PL-4791)
• Fixed styling issues with left navigation menu on Android devices (PL-4890, PL-4919)
• Unable to scroll to bottom of right content area on mobile devices (PL-4885)
• Fixed focus of Dashboard when user enables app reordering (PL-5050)
• Fixed focus of Getting Started panel when user enables app reordering (PL-4974)
• Fixed mobile styling of Getting Started panel (PL-5065, PL-5074, PL-5086, PL-5094, PL-5095, PL-5096)

Cheers,

Paul

The following updates are now live for users of Method.

Features

• Fix - prevent the duplication of invoices when rapidly inserting from work orders (PL-4835)

The following updates are now live for users of Method.

Features

• Merging customers in QBO now gets associated records moved in Method (PL-4743)
• Getting Started steps on the dashboard for new users. (PL-4658)
• Improved loading times on Manage Apps screen (PL-4643)
• Improved speeds for copying of stock app screens (PL-4696)
• Improved performance of Generating Method short URL's (PL-4584)

Bugs

• QBO Invoices aren't syncing over, due to tax code changes (PL-4731)
• Issue with emails being flagged as Low Priority in Outlook (PL-4004)
• Link to conflicts missing from QBO sync results (PL-4441)
• Objects deleted in QBO always show in subsequent sync results (PL-4449)
• Making item active in QBO removes it from Method (PL-4264)
• Improve performance of Method API look up (PL-4869)
• Addressed alignment and style issues on QuickBooks sync screen. (PL-4824,PL-4822,PL-4635, PL-4668)
• Update Sign in With Google and Sign In With Intuit icons to latest version. (PL-3893)
• Update Controls on Screen errors when entering a string with an apostrophe (PL-4746)
• Cannot sort grids at runtime for expression columns (PL-4748)
• Method:New users cannot access report designer (PL-4855)

Cheers,

Michael

The following updates are now live for users of Method.

Features

• Performance improvements to the Method:API - caching of dropdown list values to improve the performance of inserting and updating records (PL-4869)

The following updates are now live for users of Method.

Features

• Improved App Updates to be less intrusive to end users (PL-3992)
• Instant notifications of sync status on QBO Sync page (PL-3794)
• GmailGadget | Enable Cases tab for users of the Cases app (PL-3223)
• Opportunities app | Opportunity Stages have Active/Inactive flag and sort order to easily configure the Opportunity Stages to fit the needs of different sales processes (PL-3671)
• Opportunities app | Redesigned and simplified the Edit Opportunity screen (PL-4599)
• Opportunities app | Sales Receipt dropdowns and app ribbons for Opportunities (PL-4683)
• Contacts app | New & Edit Contact screens show warning when duplicate emails are entered (PL-3710)
• Contacts app | Changes to Contacts List (New filters: Vendors, Changed default to Shared Customers & Leads) (PL-4165, PL-4384)
• Contacts app | A generic way for apps to send a user to the New Contact screen and then route the user back to the originating screen instead of sending the user to View Contact screen (PL-3707)
• Invoice app | Redesign of New/Edit Invoice screen for more intuitive layout, better glanceability and consistency with QuickBooks Online (PL-4616)

Bugs

• Runtime screens not displaying new customization after closing designer (PL-4471)
• Global customizers did not have access to report designer (PL-3880)
• Action Editor | Save All action does not initiate sync in QBD accounts (PL-4030)
• Action Editor | Save All action errors when multiple attachments are placed on screen (PL-4487)
• Action Editor | Generate report action displays report regardless of ‘show in new window’ option (PL-4470)
• Drop Downs | SalesTaxCode table not available as a base table for drop downs in QBO accounts (PL-4474)
• Calendar | ‘Show filters’ check box displays incorrect filter on screen (PL-4236)
• Calendar | View becomes corrupted after navigating from new activity screen (PL-4185)
• Text | Telephone formatting does not initiate call on mobile devices (PL-4410)
• Grid | Mobile landscape mode does not display with correct padding (PL-4485)
• Grid | Mobile landscape mode displays hidden columns (PL-4485)
• Grid | Mobile portrait mode does not display with correct padding (PL-4411)
• HTML Editor | Removed paste action button (PL-4405)
• File Attachments | Upload widget not styled correctly for accepting links (PL-4576)
• File Attachments | Upload widget menu is hidden when multiple uploaders are placed on screen (PL-4404)
• Contacts added in the Gmail Gadget to go through same validation as rest of Method (PL-3925)
• Conflicts when creating service item in Method for QBO (PL-4197)
• Error on saving records on custom screens (PL-4607)
• Conflicts not being shown in QBO Sync Status page (PL-4102)
• Improved account creation time (PL-4002)
• Improve click areas on mobile devices (PL-4240)
• Preferences | Remove duplicate Sync conflict headings (PL-4472)
• Contacts app | “Assigned To” filter shows up by default on Contacts list for QBD (PL-4380)
• Send Email app | Inactive customers should not be sent portal URLs (PL-4657)

The following updates are now live for users of Method.

Features

• Performance improvements to loading of Grids, App Ribbons and Drop Downs (PL-4460)

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.

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)

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

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

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