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Release Notes

  • Method Updates - September 22nd, 2021

    The following updates are now live for users of Method

      Fixes

      • Multi-Tenant - Fixed issue with main tenant logo being displayed instead of sub-tenant on reports. (PL-32087)
      • Dropdowns - Fixed an issue with dropdown menu placement on an editable grids with a horizontal scroll bar. (PL-33788)
      • Attachments - Fixed an issue where the attachments widget appeared in front of an open dropdown menu. (PL-33906)
      • Activity Reminders - Fixed an issue where toggling "cause reminder" on an Activity Status did not update existing activities with that status. (PL-33769)
      • Check Permissions Action - Fixed an issue where the select a permission dropdown was not showing any available actions for custom apps. (PL-33402)
      • Tables & Fields - Fix to show the Class field in QBO accounts (now shows in Export, Report Designer, etc.). (PL-31180)
      • Gmail Sidebar - Fix to use CompanyName as the entity name if it exists instead of FirstName + LastName. (PL-23356)

      Regards,

      Phil

    • Method Updates - Sept 21st, 2021

      The following updates are now live for users of Method

      Fixes

      • Donations - Fixes issue with merging Currency field in Online Donation Notification template. (PL-33924)

      Regards,

      Jason

    • Method Updates - Sept 16th, 2021

      The following updates are now live for users of Method

      Fixes

      • App Routines - Fixes incorrect link in failed app routine email. (PL-34002)
      • Tables & Fields - PrefVendor field from Item table made visible to QBO accounts. (PL-33926)

      Regards,

      Michael

    • Method Updates - Sep 10th, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • App Routines System Page - Routine schedules are now sorted by the Next Run Date. (PL-33227)

      Fixes

      • Designer - Fixed issue where version notes were not being cleared when creating a new version. (PL-33905)
      • Designer - Fixed issue with values not being saved in actions when changing between field types (Text, Action Result, Etc). (PL-33831)
      • Report Designer - Fixed bug where customizers were not able to access reports. (PL-33923)
      • Report Designer - Fixed bug where users were not taken to new report when duplicating. (PL-33886)
      • Report Designer - Fixed bug that did not allow saving a report without a description. (PL-33885)
      • Report Designer - Fixed bug that did not respect new name when copying reports. (PL-33589)
      • Donor Pages - Fix for wrong default value for Internal Notification email template in QuickBooks Desktop Donor Page accounts. (PL-33955)
      • Process Payment Action - Fixes issue where a set value appears as editable. (PL-32954)
      • App Routines - Fixed issue where disabled routines appeared. (PL-33963)
      • Transactions- Creating Transactions for Customer Lead Causes Error with 'Prepare for accounting' Action. (PL-33993)

      Regards,

      Michael

    • Method Updates - September 7th, 2021

      The following updates are now live for users of Method

      Fixes

      • Text Component V2 - Issue with text formatting when clicking HTML link. (PL-33929)

      Regards,

      Jason

    • Method Updates - September 3rd, 2021

      The following updates are now live for users of Method

      Fixes

      • Activity Reminders - Fixed an issue where toggling an Activity Type's "Cause Reminder" setting would not get applied to activities that had previously been created. (PL-33374)
      • Editable Grids - Fixed a mismatch that would occur between data in the grid and the column headers, in certain grids with button columns. (PL-33730)
      • Multi-Tenancy - Fixed an issue where Update Fields in Table actions always got applied to all records across all tenants, even when TenantID was not specified in the criteria. (PL-33867)

      Regards,

      Guillermo

    • Method Updates - September 1st, 2021

      The following updates are now live for users of Method

        Fixes

        • Multi-Tenancy - Fixed an issue where the TenantID field could not be saved as empty via editable grid or update action, would always revert back to current tenant. (PL-33415)
        • Donor Pages - Fixed an issue in the donations app where the "Thank you" notification was defaulting to the wrong template. (PL-33862)
        • Multi-tenancy - Fixed an issue where a user invited to a new tenant keeps getting kicked out. (PL-33800)
        • Sales Orders - Fixed an issue where a % line item's amount was calculated incorrectly when added after a subtotal item. (PL-33836)

        Regards,

        Phil

      • Method Updates - Aug 31st, 2021

        The following updates are now live for users of Method

          Fixes

          • List Screens - Fixed an issue where, upon navigating back to a list screen, the grid view filter would reset to the default view. (PL-33890)

          Regards,

          Jason

        • Method Updates - Aug 30th, 2021

          The following updates are now live for users of Method

          Fixes

          • Activity Reports - Fixed an issue where the Assigned To dropdown filter did not respect shared user permissions. (PL-33865)

          Regards,

          Guillermo

        • Method Updates - Aug 24th, 2021

          The following updates are now live for users of Method

          Fixes

          • Multi-Tenancy - Fixed an issue where the TenantID field value was being changed for some records in some accounts. (PL-33805)

          Regards,

          Jason

        • Method Updates - Aug 23rd, 2021

          The following updates are now live for users of Method

          Fixes

          • Actions - Fixed an issue searching within drop downs for the Call Routine and Set Focus to Control actions. (PL-27656)
          • Charts - Fixed an issue where in some scenarios, records were included in the wrong date due to timezone conversion miscalculations. (PL-33439)
          • DateTimePicker & Tags component - FIxed issue that incorrectly displayed clickable cursor on captions. (PL-32778)
          • Designer - Fixed an issue where all accounting package screen versions were visible within the designer instead of just the current accounting package. (PL-13538)
          • Designer - Fixed an issue where version notes would be cleared after a screen has been made live. (PL-33130)
          • Editable grids - Fixed an issue where in one specific scenario new lines attempted to be added to the grid were not properly being saved. (PL-33648)
          • Manage Apps - Fixed an issue where it was possible to redirect a screen to itself causing an infinite loop. (PL-32621)
          • Multi-tenancy - Fixed an issue where the TenantID field could not be saved as empty and would always revert back to the current tenant. (PL-33415)

          Regards,

          Guillermo

        • Method Updates - Aug 20th, 2021

          The following updates are now live for users of Method

          New Features / Updates

          • Display System Page - Breadcrumbs component is added to the top of the page for easier navigation. (PL-32756)
          • Portal System Page - Breadcrumbs component is added to the top of the page for easier navigation. (PL-32758)

          Regards,

          Michael

        • Method Updates - August 18th, 2021

          The following updates are now live for users of Method

          New Features / Updates

          • Organization Name - A slight change to some Organization Names to normalize it. (PL-33416)

          Fixes

          • Proposals - Fixed an issue where an incorrect amount was displayed for some recurring items in the client portal. (PL-33668)
          • API - Fixed an issue where newly created fields weren't immediately available to be used with the API. (PL-33642)
          • View Contact screen - Fixed an issue where the customer name was not appearing properly in the pop-up message when clicking Convert to Customer. (PL-33664)

          Regards,

          Phil

        • Method Updates - Aug 13th, 2021

          The following updates are now live for users of Method

          New Features / Updates

            Fixes

            • Attachment Widget - Fixed an issue where the attachments widget overlapped on top of any open panel on the right side of the screen. (PL-32987)
            • Charts - Fixed an issue with built-in dynamic date range filters not properly refreshing the chart. (PL-33634)

            Regards,

            Michael

          • Method Updates - Aug 10th, 2021

            The following updates are now live for users of Method

            New Features / Updates

            • QBO sync - Added 'Converted' as a new estimate status. (PL-33500)

            Fixes

            • New/Edit Purchase Order screen - Fixed screen to allow description-only line items (QBO Global). (PL-33371)
            • Work Orders - Support for description-only line items. (PL-33424)
            • Multi-tenant - Fix an issue where creating a multi-tenant account is renaming all tenants company name. (PL-33616)

            Regards,

            Jason

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