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Release Notes

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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