Method Community

 

Release Notes

  • Method Updates - November 24th, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • Process Payment Action - Ability to customize the payment methods available on checkout. (PL-34433)

    Fixes

    • Action Editor - Fixes issue where a grab cursor was not being displayed when moving actions. (PL-34692)
    • Field Crew - Clicking on customer name no longer opens a new tab. (PL-34695)
    • Field Crew - Fixes issue with time entries with 0 duration for QBO. (PL-34620)
    • Address Lookup - Fixes issue where searching just for a city returned incomplete address. (PL-34629)

    Regards,

    Phil

  • Method Updates - November 19th, 2021

    The following updates are now live for users of Method

    New Features / Updates

      Fixes

      • Donor Pages - (QuickBooks Desktop Version) Fixes issue in where Contact or Company was omitted from address information. (PL-34379)
      • Donations - Fixes issue where payment references number and payment method was not captured. (PL-34128)
      • Text Object - Fixed text appearing as a clickable link on hover even when the object is not actually clickable. (PL-34472)
      • Activity Reminders - Fixed activity reminders showing the time in EST regardless of the account's timezone settings. (PL-34570)
      • HTML Editor - Fixed issue where the Add Link tool would appear underneath additional HTML editors further down the screen. (PL-33562)
      • Manage Apps - Added validation to prevent duplicate app names. (PL-33212)
      • Editable Grids - Fixed issue where a value of 0 would appear blank. (PL-34597)
      • Editable Grids - Fixed required fields not properly labeled as required in Grid Builder. (PL-34084)

      Regards,

      Michael

    • Method Updates - November 16th, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • System page - Updated design for Google calendar system page. (PL-34670)

      Regards,

      Michael

    • Method Updates - November 15th, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • Donor Pages - Donors can now enter address information within one input via the Address Lookup component. (PL-33346)
      • Donor Pages - Donors may now opt-in to cover the processing fee associated with their online donation ensuring 100% of their gift goes to the charity of their choice. (PL-34133)
      • Donor Pages - Non-profit organization can give their donors the option to cover the processing fee associated with their online donation. (PL-34132)

      Regards,

      Guillermo

    • Method Updates - November 11th, 2021

      The following updates are now live for users of Method

        Fixes

        • Reports - Improved logo quality on print reports. (PL-31015)
        • Users - Fixes an issue where a red error appears when deactivating some users. (PL-34568)
        • Payments - Fixes error 'Client Not Found' that prevented processing payments in a small number of accounts. (PL-34061)
        • Mobile app - Fixed an issue where some tablet users were unable to scroll on some screens. (PL-34637)

        Regards,

        Phil

      • Method Updates - November 8th, 2021

        The following updates are now live for users of Method

        Fixes

        • Tags Advanced Search - Returns 0 results when searching for a tag that includes a space. (PL-34587)

        Regards,

        Guillermo

      • Method Updates - November 4th, 2021

        The following updates are now live for users of Method

        New Features / Updates

          Fixes

          • Tables & Fields - Added relevant help center articles to the system pages. (PL-34282)
          • Tables & Fields - Fixes an issue with delete field where the user was able to delete a field that is used on a screen. (PL-34516)
          • App Routines - Fixes issue in background routines related to Add Attachment to RecordID Action. (PL-34559)
          • Mobile - Fixes an issue where grey screen overlays aren't covering the entire screen. (PL-23839)
          • Mobile - Fixes an issue where Add, More and Help menu items don't have a mobile-friendly click area.

          Regards,

          Michael

        • Method Updates - November 3rd, 2021

          The following updates are now live for users of Method

            Fixes

            • Tables & Fields - Fixed an issue where clicking back when viewing a particular table would reset the list back to the first page. (PL-34503)
            • Tables & Fields - Fixed an issue where some accounts were missing fields in the InvoiceStatus table, leading to error messages when attempting to copy the New/Edit Invoice screen. (PL-34241)

            Regards,

            Phil

          • Method Updates - November 2nd, 2021

            The following updates are now live for users of Method

            New Features / Updates

            • Manage Tags - Updated design for the side panel. (PL-32904 )

            Fixes

            • Manage Tags - Fixed an issue where there wasn't enough padding between the cancel button and input field when merging a tag on an iOS device. (PL-21069)
            • Manage Tags - Fixed issue where changing the color of a tag on mobile would display additional invalid icons. (PL-31769)
            • Manage Tags - Fixed some icon and navigation issues when editing a tag in the Manage Tags side panel on mobile. (PL-31773)
            • New Case screen - Fixed an issue where the "Add New" link was missing in the dropdowns on screen. (PL-33574)
            • New/Edit Activity screen - Fixed an issue where the activity type auto-follow-up logic was not correctly calculating the follow-up due date when changing the due date of the initial activity. (PL-34197)
            • New/Edit Invoice screen (QBO Global) - Fixed an issue with the logic when changing or adding items where the tax code was not properly populated. (PL-33938)
            • Sync conflicts (QBDT) - Removed 'Unlink sales order' from bill conflicts. (PL-34514)
            • Sync conflicts (QBDT) - Unlink sales order - Minor updates on the confirmation message. (PL-34534)

            Regards,

            Phil

          • Method Updates - October 28th, 2021

            The following updates are now live for users of Method

            New Features / Updates

            • Audit trail - App management activities such as creating/modifying/deleting apps and screens are now logged to the audit trail. (PL-33303)

            Fixes

            • Donor Pages - Fixed an issue where clicking the "Download your receipt" button after submitting a donation would print a blank PDF. (PL-34418)

            Regards,

            Phil

          • Method Updates - October 26th, 2021

            The following updates are now live for users of Method

            Fixes

            • Tables & Fields - Fixes issue where users with customizer access could not access the system page. (PL-34386)
            • Tables & Fields - Updated the export function to download only the filtered list instead of the entire tables or fields list. (PL-34285)
            • Tables & Fields - Added validation to not allow field names with leading underscores. (PL-34283)
            • Global search - Fixed the colors of the contact avatars to mimic the behavior seen on the Contact List instead of all appearing with the same color. (PL-34083)
            • Editable grid - Fixed a few minor visual bugs when viewed on mobile. (PL-33249)
            • HTML editor - Fixed an issue where the user would get an invalid error message when trying to insert certain images in the editor. (PL-34398)
            • Editable grid - Fixed an issue where the left border was not appearing in some scenarios. (PL-33382)
            • Donor Pages - Fixes issue with the "Download your receipt" button after submitting a donation. (PL-34418)
            • Mobile - Fixed the click areas on mobile to be larger. (PL-23840)
            • Components - fixes an issue where numerical values referenced from components lost decimal pointts. (PL-34458)

            Regards,

            Jason

          • Method Updates - Oct 22nd, 2021

            The following updates are now live for users of Method

            New Features / Updates

            • Sync conflicts page (QBDT) - Added a button to ‘unlink’ LinkToTxn conflicts that occur when an invoice has an invalid link to a sales order. (PL-34307)
            • Error Message - Now shows the routine name that an error is generated from. (PL-34269)
            • Error Message - Now shows the updated action names as seen in the action editor. (PL-34268)
            • Error Messages - Actions are now displayed as nested. (PL-34270)

            Fixes

            • Invoice Reports - Fixes an issue on the Subtotal by Customer and Invoice by Customer charts, where clicking one of the bars in the chart would not properly filter the grid at the bottom of the screen. (PL-34147)
            • Tables & Fields - Fixes an issue that allows users to delete a custom field that is used on a screen. (PL-34402)
            • Designer - Fixeds bug with screen properties being editable when the screen is read-only. (PL-34266)
            • Payments - Fixes intermittent issue where gateway generated an error when using 'u.s.a.' as a country. (PL-34445)
            • Public Pages - Removes light grey bottom section from public pages like the Donor Page. (PL-34443)
            • Reports - Fixes issue where in some scenarios an older version of a logo was being displayed when generating reports. (PL-34427)
            • Tables & Fields - Fixes an issue where in some cases changing a table description would set the created date to the current date and time. (PL-34276)

            Regards,

            Michael

          • Method Updates - October 20th 2021

            The following updates are now live for users of Method

            Fixes

            • Notification System Page - Fixed issue where some users were unable to access the Notification System Page. (PL-33889)

            Regards,

            Jason

          • Method Updates - October 15th 2021

            The following updates are now live for users of Method

              Fixes

              • Sign In - Fixes issues that prevented changing your sign in email. (PL-34381)
              • Tables & Fields - Fixes some issues with the grid export function. (PL-34328)
              • Tables & Fields - Removed validation for increasing field sizes. Now you can increase field size or decimal places but cannot decrease. (PL-34385)
              • Tables & Fields - Fixes issue with linked field source table dropdown missing options. (PL-34388)
              • Calendar - Fixes issue when using a Calendar component in an App Ribbon screen. (PL-34284)

              Regards,

              Jason

            • Method Updates - October 14th 2021

              The following updates are now live for users of Method

              Fixes

              • Email System Page - Fixes issues with search in Sent Emails screen. (PL-34310)
              • Screen Designer - Fixed an issue where an error message would appear saying the screen has already been published when just viewing a button's actions in read-only mode. (PL-34267)
              • Error Handling - Improved, more descriptive error message when trying to navigate to a record that doesn't exist or to which the user doesn't have access to. (PL-23569)
              • Show Message - Fixed an issue where action sets would get interrupted due to the user dismissing a show message by clicking outside the box. (PL-34250)
              • App Routines - Fixed an issue where attachments were not sent via the Send Email action if it was in an app routine set to run in the background. (PL-34007)
              • Update Fields in Table action - Fixed an issue where all records in the table got updated if the user did not specify any criteria. (PL-33883)
              • Email System Page - Fixes merge field issues in the body of Test email. (PL-18093)
              • Proposals - Fixes issue where screens would not load due to an 'Error Retrieving Value from Table' message. (PL-34030)
              • Tables & Fields - Fixed incorrect modal title when deleting a table. (PL-34281)
              • Tables & Fields - Fixed issue with column preferences resetting when paging. (PL-34280)
              • Tables & Fields - Added tooltips for grid buttons. (PL-34279)
              • Tables & Fields - Fixed issue with grid views not maintaining their view when navigating back. (PL-34277)
              • Tables & Fields - Fixed issue with displaying incorrect time zone on the grids. (PL-34275)

              Regards,

              Jason

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