May 2017 - Posts

• 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