The following updates are now live for users of Method. 

Cheers

Jon

The following updates are now live for users of Method. 

Cheers

Jon

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

Cheers

Jon

The following updates are now live for users of Method. 

• Fixed issue with pushing new tables & fields when publishing an App (Ticket AS-1314)  
• Fixed issue preventing users from opening Donation Preferences & Donor Pages (Ticket AS-1297, AS-1198) 
• Fixed issue preventing users from editing the portal navigation object in designer (Ticket AS-1264)

Cheers

Jon

The following updates are now live for users of Method. 

• Fixed issue preventing users from viewing the QuickBooks Conflict screen (Ticket AS-1184)
• Fixed issue that produced errors when loading a copy of New / Edit Estimate screen (Ticket AS-1245)
• Fixed issue preventing some users from adding, editing, or deleting fields in Method Tables (Ticket AS-1282)
• Fixed issue with toggling multi-tenancy accounts so that individual tenants can be toggled independently (Ticket AS-1214)
• Fixed issue with Donate Now screen so that it can be edited (Ticket AS-1121)
• Fixed issue preventing linked fields from being displayed in dropdowns (Ticket AS-1215)
• Fixed issue with criteria builder so that conditions are now commutative (Ticket AS-1175)
• Fixed issue causing the Generate Report action to error when using drop down fields in the filter criteria (Ticket AS-1177)
• Fixed Issue preventing required fields to be displayed in the Insert Record into Table action (Ticket AS-1250, AS-1251)
• Added ability to retrieve the month as a number to the Date Function (Ticket AS-974)
• Fixed issue preventing users from adding items to transactions (Ticket AS-1236)
• Fixed issue causing email server and signature information to be wiped out when saving preferences (Ticket AS-796)
• Fixed issue preventing SalesTaxCode from being visible on QBO accounts (Ticket AS-1244)
• Fixed issue causing duplicate Sales Tax Codes for new account signups (Ticket AS-732)

Cheers

Jon

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

• Fixed issue where the DropDown_RecordID field displayed zero when the DropDown field is blank (Ticket AS-1183)
• Fixed issue that caused the credit card processing action to error when submitting a payment via PayPal Account (Ticket AS-1255)

Cheers

Jon

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

Update: Please note this release was rolled back.  We are planning on re-releasing the below fixes in future updates.

• Fixed issue preventing users from starting the mobile field services timer (Ticket AS-1188)
• Fixed issue which caused screen regeneration at login for some user accounts (Ticket AS-1140)
• Fixed issue where the DropDown_RecordID field displayed zero when the DropDown field is blank (Ticket AS-1183)
• Fixed issue that caused the credit card processing action to error when submitting a payment via PayPal Account (Ticket AS-1255)
• Fixed issue with Export Grid action to ensure only visible fields within the grid are included in the export (Ticket AS-889)

Cheers

Jon

The following updates are now live for users of Method. 

• Fixed issue with reminder preferences to ensure reminders can be enabled / disabled at the company level (Ticket 1910)
• Fixed issue whereby email reminders were not sent if personal email server preferences are set (Ticket PL-1908)
• Fixed issue with notification preferences whereby email server password field was not being cleared (Ticket PL-2006)
• Fixed issue with display preferences whereby thousands separator was not saving (Ticket PL-2007)
• Fixed issue with screen redirects not being removed when a destination screen is deleted (Ticket PL-1559)
• Fixed issue with App publishing (Ticket PL-1928)
• Fixed issue that caused live screen versions to be displayed in Design Mode in designer (Ticket PL-1801)
• Fixed issue preventing QBD Sync in real time (Ticket PL-1010)

Cheers

Jon

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