The following updates are now live for users of Method.
New Features
- Improved Permissions for the Contacts App
- Improved Portal experience for Vendors
Bugs
- Fixed issue where the email link sometimes opened an extra browser tab (PL-4142)
- Updated available preferences for Donations App (PL-4706)
- Fixed issue where the recordID was not available in some versions of the Contacts list (PL-7017)
- Fixed issue where email notifications were sometimes not sent from Opportunities (PL-11022)
- Updated available preferences for Cases App (PL-11130)
- Updated the activity list for some users who were unable to see the full contact name (PL-11393)
- Updated Purchase Orders for some users who were using Purchase Sales Tax instead of Sales Tax (PL-11710)
- Fixed the Donations App to show the full class name (PL-12576)
- Fixed issue where the RecordID field was not available in the Sales Receipt List (PL-12586)
- Fixed issue where the auto-creation of follow-up activities was not being triggered (PL-12780)
- Fixed issue where sales receipts - Amount not calculated when rate is created as a percentage (PL-12995)
- Fixed issue where the Edit Activity Email Section Not Showing when an email did not have a To address (PL-13160)
- Updated the donor page to capture the dedication when a donation is being processed (PL-13607)
- Fixed an issue where the Cases dropdown would show when the user did not have access to cases (PL-13611)
- Fixed issue where converting Estimate to Invoice, TxnDate did not update the transaction to the current date (PL-13671)
- Fixed issue where some users were unable to close follow up activity (PL-13672)
- Fixed some overlapping fields on New/Edit Purchase Order screens when using smaller screen (PL-13755)
- Improved the experience for QuickBooks Online and QuickBooks Online Global adding of bundles (PL-13853)
- Improved messaging on the Payments App when a payment has been processed. (PL-13855)
- Fixed issue where some QBO Global users experienced incorrect rates when amounts were Tax-Inclusive (PL-14043)
- Fixed issue where some users were not inserting Contact details (PL-14049)
- Fixed issue where the New/Edit Case Activity expected a due date in some scenarios (PL-14051)
- Fixed issue where users of the 'SYBUNT' report generated a test message instead of report (PL-14052)
- Fixed issue when a new opportunity is created did not hide the follow up on Active Record Change (PL-14053)
- Fixed issue where Item warning message missing the text 'delete' in body when deleting an item (PL-14061)
- Fixed issue “CustomerRef” was not returned if Customer exists but contact does not (PL-14173)
- Fixed issue where the Contact Screen for some users was sending users to Google Maps with the incorrect location(PL-14276)
- Fixed issue where the customer name and company name could exceed 41 characters (PL-14291)
Cheers,
Nelson