Method Community


Release Notes

July 2017 - Posts

  • Method Updates - July 26th, 2017

    The following updates are now live for users of Method.


    • 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


    • 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)


  • Method Updates - July 13th, 2017

    The following updates are now live for users of Method.

    • Fixed issue with Gmail Gadget sign-in (PL-12439)

    • Fixed issue with QBO sync aborting due to special characters (PL-12556)


  • Method Updates - July 6th, 2017

    The following updates are now live for users of Method.

    • 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)

    • 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)



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