Method Community

 

Release Notes

  • Method Updates - April 12th, 2021

    The following updates are now live for users of Method

    Fixes

    • Email System Page - Fixes issues with breadcrumbs. (PL-31970)
    • Email System Page - Fixes issues with missing link on mobile. (PL-31972)
    • Loop Through Attachment - Now works for records in the general Item table; no longer need to set it up for a specific ItemType table view. (PL-31445)
    • Loop Through Attachment - Fixed error when user isn’t MethodSupport (Multi-Tenant Account). (PL-30438)
    • Fix an error users where getting on Account Selection when signin in. (PL-31994)

    Regards,

    Guillermo

  • Method Updates - April 7th, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • Design updates to the Sign In page. (PL-30292)
    • Design updates to the Sign In account selection screen. (PL-31928)
    • Reports System Page - Add admin permission requirements to access. (PL-31363)
    • Design updates to the User Email Settings screen. (PL-31007)
    • Design updates to the Account Email Settings screen. (PL-31006)

    Fixes

    • Charts - Fixes issue where actions cannot detect primary axis values when grouping date fields. (PL-17637)
    • Attachments - Fixes issue where attachments with asterisks cannot be sent in Method. (PL-23596)
    • Text Inputs - Fixes issue where users where unable to copy field caption . (PL-28401)

    Regards,

    Phil

  • Method Updates - April 5th, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • Editable Grids - Accessibility improvements. (PL-31311)

    Fixes

    • Calendar - Fixes some misaligned icons on component. (PL-19019)
    • Components - Fixes issue where multiple components had unbolded captions (text inputs, dropdowns, attachments, etc). (PL-31814)
    • Donations - Fixes issue on 'Donor Summary Letter' report generation. (PL-22054)
    • Donations - Fixes issue where Leads are automatically converted to Customers after a new donations (QBOG). (PL-24812)
    • Fixed issue with calculation of QBO Global subtotals when a discount is applied . (PL-31539)
    • HTML Editor - Stopped automatically appending http:// to URL links inserted into the editor. (PL-31793)
    • Loop Through Attachments action - Improved the action so it now works on both the general Item table and also each individual Item Type table. (PL-31445)
    • Loop Through Attachments action - Issue in multi-tenant accounts where not all attachments were being looped through for certain users. (PL-30438)
    • Text Input - Fixes issue with thousand separator setting when customizing. (PL-21974)

    Regards,

    Guillermo

  • Method Updates - March 26th, 2021

    The following updates are now live for users of Method

    Fixes

    • Work Orders - Fixes issue with button menu visibility when browser uses high zoom. (PL-31642)
    • Donor Pages - Fixes issue with duplicate Donor names due to extra spaces. (PL-29018)
    • Reports - Fixes error when copying reports across accounts as a 'Reseller'. (PL-31701)
    • New/Edit Case - Case Description field caption was showing HTML code. (PL-31744)

    Regards,

    Guillermo

  • Method Updates - March 24th, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • Field Crew App - Accessibility Improvements. (PL-31563)
    • Zapier System Page - Segmented zap templates by the benefits: Grow Sales, Get Organized, Increase Efficiency. (PL-31617)
    • New design of the Method:Sidebar for Gmail system page . (PL-30397)
    • New design of the Outlook Gadget system page . (PL-30396)

    Fixes

    • New/Edit Bill (QBO Global) - Updated so the Tax column appears on the line item grid when either Inclusive and Exclusive tax calculations are selected. (PL-16269)
    • Sync System Page (QBO) - Update to show on screen that the sync engine is disconnected after clicking 'Disconnect Sync'. (PL-31455)
    • Actions - Update formatting examples in Date Function. (PL-20610)

    Regards,

    Phil

  • Method Updates - March 22nd, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • HTML Editor - New updated design and UI. (PL-31000)
    • Time Tracking App - Accessibility Improvements. (PL-31520)

    Fixes

    • Sign Up - Sign Up: Newly created account has to be displayed first on Select Account page of Sign In. (PL-536)
    • Customer Form - Remove spaces from FullName before checking for duplicates. (PL-29017)
    • HTML Editor - Not always populating as expected when creating new records in an App Ribbon panel. (PL-30970)
    • HTML Editor - Adding unnecessary paragraph tags in the source code. (PL-30802)
    • HTML Editor - Fixed issue where formatting wasn't properly saved on Preferences screens. (PL-29589)
    • HTML Editor - Unable to paste text from clipboard in some scenarios. (PL-29150)
    • HTML Editor - Unable to paste text into the editor on a mobile device. (PL-27402)
    • HTML Editor - Unsaved text gets lost when toggling between different App Ribbon tabs. (PL-27254)
    • HTML Editor - Issues using voice to text or predictive text. (PL-27233)
    • HTML Editor - Clicking into an HTML Editor does not close any previously opened dropdown menus or date time pickers. (PL-22010)
    • Activities - Fixed issue where sending an email from the New/Edit Activity screen inside an App Ribbon panel didn't properly save the activity comment. (PL-29951)
    • SaaSphalt - Not able to save changes in the Estimate About Us and Footer fields. (PL-29119)
    • Character Function - Fixes issue where merge action replaced field value by matching a string rather than full field name. (PL-19966)
    • Fixed time errors for certain timezones. (PL-31394)
    • Customer Portal - Added a warning preventing duplicate payments to invoices (issue arose due to unsynced payment). (PL-28438)

    Regards,

    Guillermo

  • Method Updates - March 17th, 2021

    The following updates are now live for users of Method

      Fixes

      • New/Edit Inventory Part - Improved validation logic for the Track Qty on Hand field. (PL-31446)

      Regards,

      Phil

    • Method Updates - March 16th, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • Accessibility improvements on the Display system page. (PL-31318)

      Fixes

      • Proposals - ACH and Bank transfers payments marked PENDING will be considered successful and display a message with information about processing times. (PL-31510)

      Regards,

      Jason

    • Method Updates - March 15th, 2021

      The following updates are now live for users of Method

      Fixes

      • Transaction screens (QBO) - Removed "Non" as an available option in the Tax dropdown for the overall transaction itself. This value is meant to be used on the line item level. (PL-17727)
      • App Routines - Input values are not case sensitive (match action result behaviour). (PL-29126)
      • Button Menu - Accessibility improvements around tabbing highlights. (PL-30975)
      • Navigation - Fixed a bug where clicking on the app name on the shell should take you back to the main screen of the app. (PL-31270)

      Regards,

      Guillermo

    • Method Updates - March 10th, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • Charts - Accessibility Improvements. (PL-30553)
      • Field Services - Work Orders app is required before installing Field Crew app. (PL-31149)

      Fixes

      • Sync Conflicts page - Added ability to see more than the first 10 fields in Record Details grid. (PL-31198)
      • Sync Conflicts page - Going back to the Sync Conflicts Page from the Sync Conflicts Details page now retains the page you were on in the list. (PL-31197)
      • Sync Conflicts page - Fixed the Select All Records grid option. (PL-24792)
      • Gmail Sidebar - Fixed an issue with adding attachments to Method through the Sidebar. (PL-31429)
      • Unable to scroll using up/down arrows from the keyboard. (PL-30869)
      • (Firefox) vs other browsers: shift+tab after entering app via left nav brings focus back to app. (PL-30669)
      • Sync Conflicts Page - Select All Records Does not work (no longer works). (PL-31515)
      • Sync Conflicts Page - Back button navigates grid, rather than screen navigation. (PL-31514)
      • Enable/Disable Controls on Screen action - Fixed issue where enable/disable actions did not work as expected when targeting the control from which the action was triggered. (PL-31493)
      • Character Function - Fixed issue where Merge Fields function did not work properly on records in the Users table, for multi-tenant accounts. (PL-30225)
      • Button Menu - Fixed an issue where menu was not closed when tabbing away. (PL-30807)
      • Button Menu - Additional accessibility improvements. (PL-30926)
      • Validate Controls on Screen action - Now supports validation of dropdown fields. (PL-20603)
      • Multi-currency - Minor improvements and bug fixes on stock transaction screens. (PL-29373)
      • Activity List - Improved formatting of the Due Date End column. (PL-31492)
      • SaaSphalt - SaaSphalt app is required before installing SaaSphalt Crew Leader app. (PL-9228)

      Regards,

      Phil

    • Method Updates - March 3rd, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • Buttons - Accessibility improvements. (PL-30259)
      • Icons - Accessibility improvements. (PL-30923)
      • Toggles - Accessibility improvements. (PL-30564)

      Fixes

      • Button Menu - Impoved behaviour with sizing changes when viewed on mobile vs desktop. (PL-31041)
      • New/Edit Estimate - Improved the multi-currency logic on screen to make sure the currency information always appears on the PDF. (PL-31367)
      • Sales Receipts - ACH and Bank transfers payments marked PENDING will be considered successful and display a message with information about processing times. (PL-31305)
      • Donor Pages - ACH and Bank transfers donations marked PENDING will be considered successful to provide a smooth checkout experience for end-customers. (PL-31297)
      • Donations - ACH and Bank transfers payments marked PENDING will be considered successful and display a message with information about processing times. (PL-31296)
      • Payments - ACH and Bank transfers payments marked PENDING will be considered successful and display a message with information about processing times. (PL-31294)
      • Audit trail - Should now display the correct user when using the Sign In As feature. (PL-27819)
      • New/Edit Invoice - Improved the multi-currency logic on screen to make sure the currency information always appears on the PDF. (PL-31368)
      • New/Edit Sales Receipt - Improved the multi-currency logic on screen to make sure the currency information always appears on the PDF. (PL-31370)

      Regards,

      Phil

    • Method Updates - February 24th, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • Radio Button - Accessibility improvements. (PL-30627)
      • Dialog component - Accessibility improvements. (PL-30946)
      • Reports System Page - Display 'Copy to an account' feature to all users. (PL-31054)
      • Field Services - Field Technician Discount. (PL-30895)

      Fixes

      • New Contact screen - Added logic to prevent users from creating sub-customers with different currencies than their associated parent customer. (PL-31209)
      • New Contact screen - Validation of the First Name field is now handled during Save instead of when you click out of the field. (PL-27411)
      • Fix to remove extra spaces from Entity Name in QBDT accounts (on insert only) which was causing duplicates in Method and sync conflicts. (PL-30932)
      • Date Time Picker - Fixed issue where users were unable to Tab out of the component. (PL-31229)
      • App Ribbons - Fixed issue with customizing a panel list screen for a custom app leading to a blank white screen in screen designer. (PL-30803)
      • Date Time Picker - Setting the display format as Year would display as Month-Year. (PL-30837)
      • Date Time Picker - Changing the display format didn't always lead to an appropriate change of the picker as well. (PL-30838)
      • Editable Grids - Removing the Required validation rule from a field in a table still didn't allow removing it from an existing editable grid column. (PL-30471)
      • Contacts app - Improved screen validation to prevent the user from assigning a currency to a child customer that is different from the parent's currency. (PL-30790)
      • Case Preferences screen - Improved screen validation logic. (PL-30250)
      • Bills List screen - Added the Due Date column for the Overdue view filter. (PL-22806)
      • App Ribbons - Improved logic on our screens to make sure Activities linked to a transaction which is linked to an Opportunity does properly display on the Opportunity's app ribbon. (PL-22316)
      • Customer Portal - Portal link email now says Sign In Code for Company Name rather than URL name. (PL-31261)
      • Merge Contacts and Entities - Updated the QBO versions of the screen so merging from a Lead to a Customer or Vendor is now supported. (PL-31162)
      • Portal Payments - ACH and Bank transfers marked PENDING will be considered successful to provide a smooth checkout experience for end-customers. (PL-31295)
      • Sign in - Prompt to Link account when user tries to sign in to account created with Google. (PL-31357)

      Regards,

      Phil

    • Method Updates - February 17th, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • Radio Button - Accessibility imporvements. (PL-30627)

      Fixes

      • Insert Records into Table action - Fixed issue where EntityType was blank after duplicating an Entity. (PL-30432)
      • New Contact screen - Added logic to prevent users from creating sub-customers with different currencies than their associated parent customer. (PL-31209)
      • New Contact screen - Validation of the First Name field is now handled during Save instead of when you click out of the field. (PL-27411)
      • Fix to remove extra spaces from Entity Name in QBDT accounts (on insert only) which was causing duplicates in Method and sync conflicts. (PL-30932)

      Regards,

      Phil

    • Method Updates - February 10th, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • Dropdowns - Accessibility improvements. (PL-30554)
      • Redesigned the Mailchimp integration system page. (PL-28907)

      Fixes

      • Reports screens - Slight changes to the custom date range validation logic to make it consistent across all screens ( Cases, Invoices, Purchase Orders, Sales Receipts, Activities). (PL-31200)

      Regards,

      Phil

    • Method Updates - February 9th, 2021

      The following updates are now live for users of Method

        Fixes

        • Purchase Order Reports - Fixed issue where one graph was excluding the first day of the month (QBO Global only). (PL-31090)
        • App Ribbons - Changed sorting to ensure Activity lists are sorted in descending order by DueDateStart. (PL-30501)
        • Web to Lead New/Edit Form - Changed the prefilled text in the Redirect to URL field from "http" to "https". (PL-29408)
        • Fixed an issue with advanced search freezing scrolling on iPads. (PL-30966)
        • Emails - Wrong date range filter on View Sent Emails (Beta) displays 1900 as the current year. (PL-30449)
        • Print Templates - Print buttons on transaction screens default to latest stock template if no preference is selected. (Invoices, Estimates, Sales Orders, Purchase Orders). (PL-31102)
        • Payments App Ribbon Panel - Fixed slight issues with padding on screen. (PL-30801)
        • Date Time Picker - Improved the widget so changing the display format automatically leads to an appropriate change of the picker as well. (PL-30838)
        • Date Time Picker - Fixed issue where setting the display format as "Year" would display Month-Year. (PL-30837)
        • Editable Grids - Fixed issues with column header alignments when grids included button columns. (PL-30835)
        • Editable Grids - Fixed issue where user had to click twice into a dropdown to action it. (PL-30756)
        • Picture Widget - Fixed issues with some of the configuration options in screen designer. (PL-26985)
        • New/View Sales Rep screen - Disabled fields when viewing an existing record, as these cannot be updated. (PL-28972)
        • Reports System Page - All visible columns are now searchable. (PL-31144)
        • Reports System Page - Empty search now returns "No Results Found" message. (PL-31138)
        • Reports - Fixes error related to detail tables for reports based on custom tables. (PL-31170)
        • Improve AWS Security. (PL-31123)
        • Fixed a bug where certain Keyboard Special characters were not accepted in setting a password. (PL-31151)

        Regards,

        Jason

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