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Release Notes

  • Method Updates - Nov 30th, 2017

    The following updates are now live for users of Method.

    New Features

    • Enhanced Messaging on the Contacts App to provide a better explanation of the Customer / Vendor portal (PL-3711)
    • Added App-Ribbon support on Contacts for Bills and Purchase Orders (PL-14346)
    • Added App-Ribbon support on Sales Transactions for Activities
    • New look to the Cases and Email Campaigns App
    • Added Purchase Order support to the Contact Portal for Vendors
    • Improved integration with Authorize.Net - ACH and Credit Card processing (PL-14458)
    • Contacts without an image will now have letters avatars generated for them. (PL-12634)
    • Added ability to make a user an Admin when inviting a user via the Welcome screen. (PL-14358)
    • Active and Invited users now show up in the same list. (PL-14369)


    Bug Fixes

    • Fixed issue where some users of QuickBooks Online US were able to see Tax Items that were not applicable when creating new items inside of Method (PL-13965)
    • Fixed issue where some users of QuickBooks Online saw an Account Name “???” in selection lists as one of the options (PL-14135)
    • Fixed issue where changing the Contact on the Activity did not update the Name in QuickBooks on the screen (PL-14502)
    • Fixed issue where the padding on the calendar for IOS Mobile users was inconsistent (PL - 4413)
    • Fixed issue where the Contact Name was not correctly displayed for some users in the Activity Grid (PL - 11393)
    • Fixed issue when items were added to Bills and Purchase Orders a sync was being pushed (PL-14716)
    • Fixed issue where the “No Activities” view filter for Opportunities was showing incorrect results for some users (PL-14612)
    • Fixed issue where some version of the Bills and Purchase Order apps were listing items that were “Sales Items” and not “Purchase Items” (PL-13857)
    • Fixed issue where Bill Due Date was not updating when the terms of the Bill were changed (PL-13906)
    • Fixed issue where leaving the “Due In Days” blank on the Terms App created a sync conflict (PL-14338)
    • Fixed issue where the rate was not auto-populated for some Items for QBO users on the Sales Receipt App (PL-14196)
    • Fixed issue where some QuickBooks Online Global users were able to only add service items to Sales Receipts (PL-14325)
    • Fixed issue where some users of Sales Orders were unable to generate pdfs (PL-14278)
    • Fixed issue where non-posted Estimates were not being filtered for correctly (PL-14359)
    • Fixed issue where some QuickBooks Online users were unable to Clear & New a transaction (PL-11177)
    • Fixed issue where converting a Estimate to a Sales Order for QuickBooks Desktop users was duplicating Group Items (PL-14050)
    • Fixed issue where taxes were selectable in the Invoice footer for QuickBooks Online Global users (PL-12562)
    • Fixed issue where the Memo and Customer Message fields were not visible on mobile for Sales Orders (PL-14708)
    • Fixed issue where clicking on the Entity Name did not navigate you from the Activities App to the Contacts App (PL-14623)
    • Fixed issue where some users were unable to edit the default status could not be edited or saved (PL-8885)
    • Fixed issue where some portal users were unable to Save Cases from the Portal (PL-8933)
    • Fixed issue where some users who clicked on “New Activity” from the Cases App were not being re-directed to the correct location (PL-14390)
    • Fixed issue where new activities were not inheriting the defaults when a new activity was created (PL-10850)
    • Fixed issue where sending an email from the “Send Email App” did not merge the Contact Portal URL (PL-11530)
    • Fixed issue where the Last Name was not inserted into the Customer or Vendor record from the New Contact screen (PL-14324)
    • Fixed issue where some QuickBooks Online users were unable to add a secondary contact to a Customer or Vendor (PL-14274)
    • Fixed issue where some users of QuickBooks Online Global saw the “Customer Since: 1/1/0001” in the Contact Profile (PL-14160)
    • Fixed issue where the import button was visible on the Contacts List when users were on Mobile devices (PL-14512)
    • Fixed issue where the contact image on the contacts list was offsetting the contact information (PL-14578)
    • Fixed issue where Email Campaigns was sending out 10 test emails instead of 5 test emails (PL-13670)
    • Fixed issue where users were able to change the status of Email Campaigns after it had been marked as completed (PL-14105)
    • Fixed issue where the Customer Type was visible for QuickBooks Online Users (PL-14553)
    • Modified the Location of the Contact Title Field to a more appropriate location (PL-14588)
    • Fixed issue where creating a follow-up for an email campaign sometimes did not show input fields correctly (PL-14719)
    • Fixed an issue with Grids, with deleted default views (PL-14266)
    • Fixed an issue where integer fields are displaying as decimals (PL-14574)
    • Fixed an issue with contact lists not following a fixed width (PL-14536)
    • Fixed an exclamation marks in action conditions preventing screen selection from showing (PL-14503)
    • Fixed an issue with linked fields in grids appearing as  a link (PL-13824)
    • Fixed an issue in designer where the right  hand panel collapses after search (PL-13824)
    • Fixed an issue where overnight activities were only showing on the second day’s calendar (PL-14139)
    • Fixed an issue where text was not visible while being typed in Mobile (PL-13542)
    • Fixed an issue where additional items were being blocked in an existing donation (PL-13490)
    • Fixed an issue where it appeared that Reference Numbers for Purchase Orders and Bills were not being created (PL-14518)
    • Fixed an issue with merged Customers in QuickBooks Online not being updated in Method under very specific scenarios (PL-13540)
    • Fixed issue with invited users where they would become active users when editing permissions (PL-14379)
    • Fixed issue where inviting users with invalid email address would cause the invite screen to freeze (PL-14618)

    Cheers,

    Hector


    Posted Nov 28 2017, 09:49 AM by Method_Hector with no comments

  • Method Updates - Nov 8th, 2017

    The following updates are now live for users of Method.

    New Features

    • Usability improvements for Editable Grids (PL-13549)
    • Ability to add new records from anywhere in Method through Global Add icon “+” (PL-13907)

    Bugs

    • Fixed an issue with the Class field being blanked out on save in QuickBooks Online with Invoices and Estimates (PL-12980)
    • Fixed an issue preventing blanking out Customer Message and Memo fields in QuickBooks Online with Invoices and Estimates (PL-11697)
    • Fixed an issue where Full Sync runs repeated in rare circumstances (where a reference to a linked object is never resolved) (PL-14180)
    • Fixed an issue causing a record to be Sync’ed twice (slowing down Sync) (PL-14251)
    • Fixed an issue limiting Payment Widget expiry to the year 2022 (PL-13665)
    • Fixed a layout issue with radio buttons (PL-13666)
    • Fixed a layout issue with line separators (PL-13361)
    • Fixed a layout issue with caption font weights for checkboxes (PL-13667)
    • Fixed a layout issue with caption font weights for radio buttons (PL-12993)
    • Fixed an issue checking multiple records on multiple pages with grids (PL-13051)
    • Fixed an issue with Peer-to-peer shared records (PL-13385)
    • Fixed an issue preventing the ability to edit section header text sizes (PL-14257)
    • Fixed checkbox styling on signup and signin form (PL-13449)
    • Fixed an issue where MIURL’s were not being generated correctly (PL-13501)
    • Fixed an issue with popups when using Chrome 61 for Method Classic. (PL-13908)
    • Fixed an issue where active users were being displayed in the invited user list. (PL-13012)

    Cheers,

    MichaelSmile

    Posted Nov 07 2017, 04:58 AM by Method_Michael with no comments

  • Method Updates - Oct 26th, 2017

    The following updates are now live for users of Method.

    New Features

    • Improved Permissions for the Contacts App
    • Improved Portal experience for Vendors

    Bugs

    • Fixed issue where the email link sometimes opened an extra browser tab (PL-4142)
    • Updated available preferences for Donations App (PL-4706)
    • Fixed issue where the recordID was not available in some versions of the Contacts list (PL-7017)
    • Fixed issue where email notifications were sometimes not sent from Opportunities (PL-11022)
    • Updated available preferences for Cases App (PL-11130)
    • Updated the activity list for some users who were unable to see the full contact name (PL-11393)
    • Updated Purchase Orders for some users who were using Purchase Sales Tax instead of Sales Tax (PL-11710)
    • Fixed the Donations App to show the full class name (PL-12576) 
    • Fixed issue where the RecordID field was not available in the Sales Receipt List (PL-12586)
    • Fixed issue where the auto-creation of follow-up activities was not being triggered (PL-12780)
    • Fixed issue where sales receipts - Amount not calculated when rate is created as a percentage (PL-12995) 
    • Fixed issue where the Edit Activity Email Section Not Showing when an email did not have a To address (PL-13160) 
    • Updated the donor page to capture the dedication when a donation is being processed (PL-13607) 
    • Fixed an issue where the Cases dropdown would show when the user did not have access to cases (PL-13611) 
    • Fixed issue where converting Estimate to Invoice, TxnDate did not update the transaction to the current date (PL-13671)
    • Fixed issue where some users were unable to close follow up activity (PL-13672) 
    • Fixed some overlapping fields on New/Edit Purchase Order screens when using smaller screen (PL-13755) 
    • Improved the experience for QuickBooks Online and QuickBooks Online Global adding of bundles (PL-13853) 
    • Improved messaging on the Payments App when a payment has been processed. (PL-13855) 
    • Fixed issue where some QBO Global users experienced incorrect rates when amounts were Tax-Inclusive (PL-14043) 
    • Fixed issue where some users were not inserting Contact details (PL-14049)
    • Fixed issue where the New/Edit Case Activity expected a due date in some scenarios (PL-14051)
    • Fixed issue where users of the 'SYBUNT' report generated a test message instead of report (PL-14052)
    • Fixed issue when a new opportunity is created did not hide the follow up on Active Record Change (PL-14053) 
    • Fixed issue where Item warning message missing the text 'delete' in body when deleting an item (PL-14061) 
    • Fixed issue “CustomerRef” was not returned if Customer exists but contact does not (PL-14173) 
    • Fixed issue where the Contact Screen for some users was sending users to Google Maps with the incorrect location(PL-14276)
    • Fixed issue where the customer name and company name could exceed 41 characters (PL-14291)

    Cheers,

    Nelson

    Posted Oct 26 2017, 11:44 AM by Method_Michael with no comments

  • Method Updates - Oct 18th, 2017

    The following updates are now live for users of Method.

    New Features

    • Update “Get More Apps” tile on the Dashboard (PL-13367)
    • Added count of skipped records when importing customers and leads (PL-12684)
    • Beta version of our new Data Table control for transaction screens (PL-13031)
    Bugs
    • Fixed a bug causing a sync conflict when objects are not sync’ed in the correct order (PL-13471)
    • Fixed signup error message displayed to user with existing Method logins. (PL-13370)
    • Fixed issue where launching Method from QuickBooks would not go directly into account if multiple accounts existed. (PL-13675)
    • Fixed issue with right panel not closing when another panel is launched. (PL-13494,PL-12237)
    • Fixed issue with the Cases App sometimes not respecting preferences (PL-11130. PL-14051)
    • Fixed issue where clicking an email link opened an additional window (PL-4142)
    • Fixed issue where the RecordID was not visible in the contacts list when unhidden (PL-7017)
    • Fixed issue where some versions of the Purchase Order where pulling “sales tax” (PL-11710)
    • Fixed issue where date was not updated when an Estimate was converted to an Invoice (PL-13671)
    • Updated delete service item message to provide additional information on the delete (PL-14061)
    • Fixed issue where case number would show up on screens where users did not have access to cases (PL-13611)

    Cheers,
    Hector

    Posted Oct 16 2017, 02:50 PM by Method_Hector with no comments

  • Method Updates - Sept 27th, 2017

    The following updates are now live for users of Method.

    Bugs

    • Fixed an issue enabling sync with Google Calendar for the first time  (PL-13241)

    • Fixed the alignment of the Check box column within Grids (PL-13483)

    • Fixed an issue preventing the Refresh Control checkbox from functioning correctly (PL-13531)

    • Fixed an issue for Invoices for QuickBooks Desktop where IsRatePercent was not calculating correctly on the line item level (PL-13496)

    • Fixed an issue with Sales Orders when using IsRatePercent (PL-13495)

    • Fixed an issue preventing redirect screens from functioning when copying a screen (PL-13492)

    • Fixed an issue with importing files that have lots of blank columns causing imports to fail. (PL-13424)

    • Fixed an issue with imported customer/leads not showing phone numbers. (PL-13123)

    • Fixed an issue with Grid Advanced Search, where error was being displayed if a decimal field was included (PL-12622)

    • Fixed an issue to re-enable DateTimer picker colors (PL-12990)

    • Fixed an issue to enable empty decimal fields comparing to ‘Is Empty’ (PL-13156)

    • Fixed an issue with Grid views, fixing the correct saving of ‘Any and All’ selection criteria grouping on grid view filters (PL-13049)

    • Fixed an issue for Null or Empty comparisons (PL-13436)

    • Fixed an issue handling errors when Credit Card Number is provided but other required Credit Card fields are not included when attempting to sync Sales Receipts (PL-13690)

    • Fixed an issue saving Method custom fields in PurchaseOrderLine table (PL-13508)

    • Fixed issues ( ‘QuickBooks found an error when parsing the provided XML text stream.’) when attempting to sync Sales Receipts in QuickBooks Desktop (PL-13507, PL-13509)

    • Fixed an issue blanking out QuickBooks Desktop Custom Fields in Method (PL-13475)

    • Fixed an issue with the default value for field ‘Auto Apply Payments’ (PL-10773)

    Cheers,

    Michael

    Posted Sep 26 2017, 08:43 AM by Method_Michael with no comments

  • Method Updates - Sept 6th, 2017

    The following updates are now live for users of Method.

    Features

    • UX Improvements - Button menu navigation (nested workflows) has been improved (PL-12660)

    • Improved toast notification style and integrated download options when option to download a data table of information has been selected (PL-12742)

    • Checkbox and Radiobutton styles have been updated for look and improved UX (PL-12568)

    • Field Validation for Decimals, Money and Integer type fields have been added (PL-12908)

    Bugs

    • Fixed an issue with Grid Sorting (PL-13138)

    • Fixed an issue with App Ribbon sorting (PL-13141)

    • Fixed a display issue in Firefox (PL-13139)

    • Fixed access issues related with deleted versions of applications (PL-13331)

    • Fixed the screen title within Manage App displaying the wrong last modified information (PL-13184)

    • Fixed a performance issue related to larger image sizes uploaded to a grid (PL-12629)

    • Fixed an issue double linking user fields from the customer table down to a transaction line table (PL-12601)

    • Fixed an issue with radio buttons becoming disabled on selection of an option (PL-8015)

    • Fixed an issue with Payments on Invoices not being updated in a timely manor (PL-11693)

    • Fixed an issue when connecting to MailChimp (PL-13148)

    • Fixed an issue with MailChimp integration and custom Contacts List screen (PL-12916)

    • Fixed issue with importing into dropdown type fields. (PL-12961)

    • Fixed issue where importing was not showing warning about records with conflicts. (PL-12839)

    • Fixed issue with importing blanks into DateTime fields. (PL-12837)

    • Fixed issue where some users were getting screen access permissions after screen has been customized. (PL-9769)

    Cheers,

    Hector

    Posted Sep 05 2017, 03:08 PM by Method_Hector with no comments

  • Method Updates - Aug 16th, 2017

    The following updates are now live for users of Method.

    Features

    • Improved Charts feature in designer including improved workflows, the introduction of Area and Donut charts, and the ability to select from a palette of colors. (PL-12155)

    Bugs

    • Fixed issue with setting multi-tenant access permissions for users. (PL-12786)

    • Fixed issue with Grids where All Rows on ALL grids on screen (regardless of the table-based on) were being selected (PL-12769)

    • Fixed issue where the Intuit QB Payment Gateway was not functioning (PL-12032)

    • Fixed issue where Mobile Screen Grids do not show Checkbox columns properly (PL-11385)

    • Fixed issue where QuickBooks Desktop custom fields on Customer entity are not being updated when modified and saved in Method:Mew (PL-11919)

    • Fixed issue where a Method-only custom field on a Sales Receipt is cleared after sync (PL-12269)

    • Fixed issue where users are unable to connect to Google Calendar from Method:New (PL-12657)

    • Fixed issue with clearing Tax Item in Method:New and Method:Classic (PL-9791)

    • Fixed issue with Transaction history not updating from Method:Classic to Method:New (PL-10456)

    • Fixed issue with sync’ing NULL values is QuickBooks Desktop custom fields (PL-12449)

    • Improved text on “Get Started With Method” to address confusion with sync completion. (PL-11930)

    Cheers,

    Michael

    Posted Aug 15 2017, 07:11 AM by Method_Michael with no comments

  • Method Updates - July 26th, 2017


    The following updates are now live for users of Method.

    Features

    • New and Improved import wizard for Customers and Leads. (PL-10446)

    • Error Messages Pop-ups have been revamped to show error messages in a clearer format to users (PL-12212)

    • Improved UI for Portal Pages (Sales Receipts & Donations)

    • Improved UI for Contacts App

    Bugs

    • Fixed issue with sync conflicts not reappearing after performing a sync following a Clear All on Sync Conflicts (PL-12000)

    • Fixed issue where valid calls to the API return "Your 1 calls in the last minute exceed the maximum API usage of 0 per minute."  (PL-12390)

    • Fixed issue with adjusting app tile colours and position for multi-tenancy accounts. (PL-12018)

    • Fixed issue with guest login after resetting passed for guest users. (PL-12457)  

    • Adjust size of help (?) icon. (PL-11909)

    • Unable to create a linked field between Vendor and Customer tables (PL-12217)

    • Under some cases, the Contact dropdown became disabled after creating a new contact when creating or editing an Opportunity. (PL-11912)

    • An error occurs for the Donor app when testing with Payments disabled. (PL-12407)

    • Fixed issue when copying a Grid, column actions kept the result from the original grid (PL-12273)

    • Fixed issue using Tags in a View Filter for a Grid was throwing an error. (PL-3648)

    • Fixed issue when Loop values were not refreshed after a new field was added to a table (PL-9435)

    • In Internet Explorer 11, the Show Message Action popup was shown on the right and not in the centre of the page (PL-12248)

    • RecordID should be excluded from Insert/Update tables actions (PL-9537)

    • Fixed issue when using the Prepare for Accounting action, the fields drop down was empty when used inside a loop (PL-9341)

    • Under some cases, customizing the Item List screen and selecting to duplicate the ItemList grid did not work. (PL-12507)

    • Using 'Primary' or 'Secondary' Background colours on a button menu was not displaying the same colouring as a regular button. (PL-12508)

    • Under some cases, the Web To Lead form displayed a vertical border  (PL-12506)

    • Under some cases, adding actions to OnFocus prevented users from actually selecting to put the cursor in focus on that control (PL-12108)

    • Under some cases, users were unable to Copy Screens. Click events on buttons would be unavailable. (PL-12594)

    • Fixed issue when a Save action was triggered on a screen. The Active Record Change actions were fired off even if the Record ID does not change.  (PL-12688)

    • Some QBD Users were not able to see the sales rep field in the Contacts App (PL-12581)

    • Some QBO Users were seeing invalid options for tax on Sales Receipts (PL-12093)

    • Customer Field was not available in the Contacts List (PL-12618)

    • QBD Users that have items with unit of measure we’re experiencing conflicts in some scenarios(PL-12448)

    • Payment on Customer portal was not updating the customer name correctly on screen for some users (PL-12738)

    • RecordID field was not available in the Email Templates app (PL-12755)

    • Some users of QBO Estimates were seeing extra fields on screen(PL-12573)

    • QBD - Error generated when an Alternate Contact was deleted (PL-12069)

    • QBD - Price Levels were added to the Contacts App (PL-12609)

    • Improved show message in the Payment Portal when a payment has been accepted (PL-11917)

    • QBO - First name is no longer a required field in the Contacts App (PL-9375)

    • Improved description of the Sales Orders App (PL-12454)

    • Mobile users were unable to create payments from the Contacts Portal (PL-12597)

    • Ship Address formating on sales Orders has been improved (PL-12724)

    • Lead Status / Rating / Source is now available on the Contacts App (PL-4169)

    • Validation not set up on the Twitter (PL-9384)

    • Contact List screen did not have a RecordID width (PL-7017)

    • Improved the Lead Deletion Experience (PL-10060)

    • Error when Deleting a Lead and Clicking back link from grid (PL-10068)

    • Removed "Expense Account" from Validation on Non-Inventory Items (PL-12777)

    • Import Link updated on Contacts App (PL-12768)

    • Fixed issue with incorrect values being set on occurances when using Insert Recurrence Date (PL-12209)

    Cheers
    Derek

    Posted Jul 25 2017, 07:58 AM by Method_derek with no comments

  • Method Updates - July 13th, 2017

    The following updates are now live for users of Method.

    Bugs

    • Fixed issue with Gmail Gadget sign-in (PL-12439)

    • Fixed issue with QBO sync aborting due to special characters (PL-12556)


    Cheers,
    Peter

    Posted Jul 13 2017, 10:50 AM by Method_Peter with no comments

  • Method Updates - July 6th, 2017

    The following updates are now live for users of Method.

    Features

    • Added validation to Tables & Fields which prevents users from deleting fields that are in use on live screens (PL-11819)

    • Visual Enhancements to Estimate, Sales Order, and Invoice Customer Portal Pages

    • Enabled Edit Permissions on Accounting Lists, Sales Transactions, Purchase Transactions Apps (PL-11003)

    • Improved filters options for Donation Reports and Opportunity Reports 

    • Added Activity Reports to the Activities App

    • Added an Instagram field to the Contacts App (PL-11024)

    • Added a fresh new style to grids and reduced padding throughout the control (PL-11599)

    • Removed wait time associated to app updates. Users will now be able to navigate away from the dashboard and being using Method while app updates occur (PL-11304)

    • Added ability to send contacts to Mailchimp from Contacts grids (PL-11301)

    Bugs

    • Fixed issue with DateTime object defaulting to 12:00am when setting an initial time (PL-10762)

    • Fixed issue with line breaks being displayed on text fields (PL-11892)

    • Fixed issue preventing app developers from updating a picture field using actions (PL-9274)

    • Fixed issue causing the In List comparison to fail when comparing against an empty list (PL-11933)

    • Fixed issue causing drop downs to search against hidden columns (PL-9650)

    • Fixed issue causing the Call Web Service action to error at runtime if a web service call failed to return success (PL-12070)

    • Fixed issue with Advanced Search on grids failing to load in cases where tag names contain numbers (PL-10604)

    • Fixed issue preventing users to search using tag exclusions within Advanced Search on grids (PL-11196)

    • Fixed issue causing designer to not save internal notes (PL-10785)

    • Fixed issue that allowed users to delete screen controls that are referenced in grid views (PL-11171)

    • Fixed issue preventing users from accessing row values from a sorted grid (PL-11387)

    • Fixed issue causing the Payment Widget to clear on save (PL-11750)

    • Fixed issue with testing REST web services in the Call Webservice action (PL-11702)

    • Fixed issue causing Button Menus to become corrupt on copy (PL-12179)

    • Fixed issue preventing linked fields from being populated on screen after save (PL-12180)

    • Fixed issue preventing Validation Rules panel to be displayed for text inputs (PL-12181)

    • Fixed issue preventing the app developers to remove the distinct option on the Loop Through Table action (PL-11865)

    • Fixed issue with Show Message action that caused extra line spacing to be added when HTML tags are used (PL-12137) 

    • Fixed issue with Edit Contact generating an error on save when the Twitter Username length was too long (PL-9384)

    • Fixed issue where Terms were selectable for some users of QuickBooks Online on Purchase Orders (PL-10999)

    • Fixed issue where some default dates were not populated on Donation Report (PL-11154)

    • Fixed issue where users were unable to select a Thank you template for Donations (PL-11153)

    • Fixed issue where instructions to embed a Donor Page on a website were incorrectly listed (PL-4189)

    • Fixed issue where lead status and rating were not appearing correctly on the View Contact screen (PL-4169)

    • Fixed issue where some users were not receiving the correct error message when creating duplicate entities (PL-6742)

    • Fixed issue where email validation was causing duplicate entities to be created incorrectly (PL-10962)

    • Fixed issue where some users were unable to load Estimate Preferences (PL-11624)

    • Fixed issue where users with Payment Gateways we’re unable to pay invoices directly on the invoice page (PL-12100)

    • Fixed minor issues with the New / Edit Donation screen on mobile devices (PL-11871)

    • Fixed issue where some users of QuickBooks Online did not see the correct item tax options (PL-12093)

    • Fixed issue on the New / Edit Estimate where some users were experiencing issues with selecting tax associated with customer's (PL-12214)

    • Minor update to the description of Sales Orders (PL-12454)

    • Fixed issue where Tax Column was partially hidden on Estimates (PL-12480)

    • Fixed issue where accounts would show up twice on the account selection screen. (PL-12042)

    • Fixed issue where editing users in Classic would remove permissions for using in New. (PL-9956,PL-8101)

    • Update Help links in import tool. (PL-11952)

    • Fixed issue with authcode textbox displaying behind modal. (PL-8387)

    • Fixed issue with Check Permission action being reset when reordering actions (PL-12118)

    • Fixed issue with Google Calendar auto sync not working and getting disconnected (PL-11655)

    • Fixed issue where Last Completed and Finished At sync timings do not match QB Sync and Sync Results Summary page (PL-10382)

    • Fixed issue where initiating a new sync when a sync is already in progress shows incorrect values in Sync Results Summary page (PL-10506)


    Cheers,

    Michael

    Posted Jul 05 2017, 07:01 AM by Method_Michael with no comments

  • Method Updates - June 14th, 2017

    The following updates are now live for users of Method.

    Features

    • Added contextual help articles in product (PL-11314)

    • Added button menus - App developers can now reduce clutter of runtime screens by placing lesser used operations into a button menu (PL-11799)  

    • Updated the style of buttons within Method, softening edges and decreasing the overall width and height (PL-11799)

    • Updated the style of Show Message, softening edges and decreasing the overall width and height of the prompt (PL-11797)

    • Added ability to add attachments to record IDs using a Method action (PL-11790)

    • Added ability to change the display color of tags in Method.  Choose from up to 8 colours (PL-11833)

    Bugs

    • Removed Intuit Blue Dot widget from Method Classic, a feature which is being deprecated by QuickBooks (PL-11662)

    • Fixed issue with authorizing Quickbooks where clicking “No Thanks” caused an error (PL-11125)

    • Fixed issue preventing multi-tenancy session variables from being displayed (PL-11698)

    • Fixed issue preventing the Account Name session variable from working in multi-tenancy accounts (PL-11737)  

    • Fixed issue preventing chart point click actions from being accessible (PL-11741)

    • Fixed issue preventing Insert Values Into Table action from working when using null values (PL-11560)

    • Fixed issue preventing screen security settings from being included in the screen copy process (PL-11172)

    • Fixed issue preventing the copy screen version prompt from being displayed when viewing an archived screen version (PL-11136)

    • Fixed issue with the format date function which caused an error to be produced when formatting an empty value (PL-10830)

    • Fixed issue in Manage Apps preventing the last modified date to be displayed correctly (PL-10497)

    • Fixed issue with controls (tag list, bound images, datetime picker) not displaying in a disabled state (PL-11155)

    • Fixed issue with Check Permission Action not displaying search results correctly in app name drop down (PL-11780)

    • Fixed issue preventing users from using Google singin on Method's mobile app (PL-11964)

    • Fixed issue with estimate subtotals being incorrect in cases where items were not synced to Method (PL-11788)

    • Fixed issue with Bill Line item custom fields being reset by a QBO sync. (PL-11695)

    Cheers
    Jon
    Posted Jun 12 2017, 04:37 PM by Method_Jonathan with no comments

  • Method Updates - May 25th, 2017

    The following updates are now live for users of Method.

    Features

    • Added new action to allow app developers to loop through attachments for a given record ID.  App developers can now access properties associated to attachments such as file name, file extension and size (PL-10858)

    • Added ability to change a character from upper to lowercase (or vice versa) when renaming a tag (PL-10665)

    • General Appearance Updates to Donor Pages, Donation Reports, Opportunity Reports


    Bugs
    • Added new action to allow app developers to loop through attachments for a given record ID.  App developers can now access properties associated to attachments such as file name, file extension and size (PL-10858)
    • Fixed issue that allowed active users to have access to no apps or packs. (PL-11255)

    • Fixed issue with saving saving email preferences when an email address had a “_”. (PL-11234)

    • Fixed “Length of the data to decrypt is invalid” error when saving saving email preferences. (PL-11436)

    • Fixed issue with Activity occurrence times changing on updating Activity series. (PL-11265)

    • Fixed issue with ”.” not being treated as a special character when resetting passwords. (PL-11309)

    • Fixed issue causing the Loop Through Grid action to skip records when looping through a grid displaying search results (PL-11257)

    • Fixed issue preventing users from being able to copy & paste actions within Action Editor (PL-9816)

    • Fixed issued causing screen controls from loading when blank fields are formatted in a ‘Link’ format (e.g. Telephone, Email, LinkedIn, etc) (PL-11161) 

    • Fixed issue preventing users from searching dropdowns in the Check Permission action (PL-11088)

    • Fixed issue that allowed multiple date/time pickers to be open at once (PL-6239)

    • Fixed issue whereby all screen actions are displayed in the Call Another Action action, even if no actions exist (PL-11174)

    • Fixed issue with line breaks not being displayed correctly in the character function action (PL-11529)

    • Fixed issue with Export Grid that allowed users to export a grid with no data (PL-11559) 

    • Fixed issue where some users of Opportunity Reports did not produce results for some of the charts (PL-8947)

    • Fixed issue where Opportunity Reports filter selection is invalid after user navigates away from the screen (PL-6754)

    • Fixed issue where some users experience default activity preferences over-ride existing activity data (PL-11645)

    • Fixed issue where creating an Activity from the Activity Calendar Page did not correctly populate start and end times (PL-11643)

    • Fixed issue where some users of Estimates were not sending out links to estimates (PL-11716)

    • Fixed issue with Send Email app not closing properly on some accounts (PL-11633)

    • Fixed issue where some users were unable to open the preferences screen for the Estimates app (PL-11624)

    • Fixed issue where some payments were not being processed in the Payments app (PL-11641)

    • Donation Reports date ranges updated to reflect appropriate ranges for 2017 (PL-11154)

    • Fixed an issue causing customers to merge incorrectly in Method when merged in QBO (PL-11091)
    Cheers,
    Michael

    Posted May 24 2017, 04:58 AM by Method_Michael with no comments

  • Method Updates - May 11th, 2017

    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

    • Method Sync Engine Updated to v2.0.0.22 with the following changes:

      • Fixed an issue that was preventing the Method Sync Engine from posting changes made in QuickBooks to Method in real-time (PL-10662)

      • Fixed an issue that was preventing the Method Sync Engine from switching to the correct Method account automatically when the QuickBooks company file was changed (PL-10765)
    • 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
    Posted May 09 2017, 08:47 AM by Method_Audisho with no comments

  • Method Updates - April 27th, 2017

    The following updates are now live for users of Method.

    Features

    • Method Sync Engine Updated to v2.0.0.21 with the following changes:

      - Improved how the Method Sync Engine logs errors, making it easier to diagnose and resolve sync issues (PL-9776)

    Cheers
    Audisho
    Posted Apr 26 2017, 12:35 PM by Method_Audisho with no comments

  • Method Updates - April 26th, 2017

    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
    Posted Apr 24 2017, 10:51 AM by Method_Jonathan with no comments
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