July 2017 - Posts

• 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