June 2018 - Posts

• Method Updates - Jun 27, 2018

  The following updates are now live for users of Method. Bugs Fixed an issue with font size in section headers (PL-14384) Fixed an issue with the database icon shifting alignment (PL-14608) Provided clearer error messaging when uploading a picture for a contact (PL-14700) Fixed an issue with grids where if no columns are added Go to page was still displayed (PL-15688) Fixed an issue where no padding around hyperlinks on preferences created an layout issue (PL-16306) Fixed an issue with Editable grids where all fields were displayed as a Text field type in add dropdown column screens (PL-16318) Fixed an issue where custom fields in the Entity table were allowed to be deleted despite being a linked field in Contacts table (PL-16529) Fixed an issue with auto applying payments to statement charges. (PL-17159) Fixed an issue with payment gateways where “payment gateway not configured” message was presented if a default payment gateway flag was not set  (PL-17178) Fixed an issue with a start date went back in time after modifying synced QB Item in Method (PL-16760) Fixed an issue where default payment method on payment gateway was not loading on payment apps (PL-15889) Fixed an issue with the tags widget with tags with 1 character (PL-16847) Fixed an issue with the outlook gadget integration page where pagination was returning 0 records  (PL-17192) Fixed issue with accessing portal link could cause 403 errors to occur (PL-17173) Fixed an issue where the customer tax code was not being applied to transactions (PL-10249) Fixed issue with blanks/zeros in discount field in Estimates - QBO Global (PL-13332) Fixed an issue where the RecordID caption was missing from the Purchase Order List screen (PL-15884) Fixed an issue with validation on the First Name field in the Contacts app (PL-15936) Fixed an issue where incorrect drop down vales were displayed in the Tax Code drop down in the Contacts app (PL-15937) Fixed an issue where Corporate Donation was checked by default on Donor Pages (PL-16079) Fixed an issue where the Copy Billing to Shipping link was missing from the Portal (PL-16195) Fixed an issue with showing and hiding the Currency and Exchange Rate field on the Payments app for QBO Global (PL-16511) Fixed an issue with updated the exchange rate on transactions for QBO Global accounts (PL-16714) Fixed an issue with the tags object getting cut off on laptop size screens in the Contacts app (PL-17036) Removed an unused App Ribbon in the Contacts app (PL-17319) Fixed an issue with Sales Rep field not auto populating with the signed in user in the Contacts app for QBDT accounts (PL-17378) Fixed an issue where End Date was hiding and Status was being to set to Completed incorrectly in the Activities app (PL-17386) Fixed an issue where the Entity Type radio button clears when you click Save & New in the Contacts app (PL-17420) Fixed an issue where the Currency was missing from the Portal total in QBO Global accounts (PL-17441) Fixed an issue with invoice line sorting on the portal (PL-17450) Fixed an issue with Sales Tax on transactions in QBO Global accounts (PL-17496) Cheers, Hector Posted Jun 26 2018, 08:54 AM by Method_Hector with no comments

• Method Updates - June 7th, 2018

  The following updates are now live for users of Method. New Features Updated the Calendar control, introducing a hover feature (PL-16734) Preferences for Outlook Email Gadget are now open and exposed making it easy to find them (PL-16783) For QuickBooks users that have Multi-currency activated, and use PayPal as a payment gateway, currency selection is now configurable within Preferences. (PL-16969) Reports screen added to Sales Receipts app (PL-17196) Bug Fixes Fixed issues with validating SalesTaxCode when updating customers via the import tool. (PL-16492) Fixed issue that caused 403 errors when accessing some of Method features such as Universal Search. (PL-16754) Fixed issues exporting data to MailChimp when using a multi-tenant or regular account. (PL-16862, PL-16754) Fixed spelling issues, and capitalization used in Action Editor so that capitalization is used consistently (PL-16128)  Fixed an issue where shared users session variables were causing an error when used in a conditional statement (PL-17069) Fixed an issue where QuickBooks Online custom fields had caused an issue with the invoice table (PL-17068) Fixed an issue with QuickBooks Online custom fields when a custom field name was the same as an existing field (PL-17067) Fixed an issue with Show/Hide within an HTML object (PL-17039) Fixed an issue with Editable Grids where hitting Save & New or Clear/ New shows pagination from previous records (PL-16965) Fixed an issue changing the view on Grids with varying record counts creating "ghost" pages (PL-16921) Fixed an issue where selected records (checkboxes) were not updated after a search (PL-16903) Fixed an issue with Set View Filter action was breaking if a Runtime Filter ever existed on a grid (PL-16901) Fixed an issue with QuickBooks Online Global where we were unable to sync any transactions with IsRatePercentage Flag as Yes for any of the line items (PL-16897) Fixed an issue where the display of unbound images were corrupted for files with .png extension (PL-16876) Fixed an issue in Transactions for one of the workflows, deleting 1 line item deleted 2 line items (PL-16867) Fixed an issue with multiple Editable Grids on a screen, where actions referencing a particular editable grid will always automatically change and reference the first editable grid on screen. (PL-16818) Fixed a user experience issues with app ribbons (PL-16781) Fixed an issue preventing Textbox object background changes, under specific conditions (PL-16746) Fixed an issue in Action Engine to rename Data Tables to Editable Grids (PL-16741) Fixed an issue with QuickBooks Online sync where saving an item with a negative QOH flipped the quantity to positive (PL-16717) Fixed an issue where Adding, then Deleting, then Adding an attachment in the opportunities app showed the user as null (PL-16713) Fixed an issue with the Opportunities app, where an Oops error message displayed when there was no data for Charts (PL-16680) Fixed an issue where attachments went missing if a transaction was created via contact app ribbon (PL-16675) Fixed an issue when deleting a line item from the second page in an Editable Grid, didn't update pagination on records, resulting in the user being stuck on screen (PL-16665) Fixed an issue when using Firefox, within the Contacts app, where you could not save website a website as www.method.me because http:// was not auto-prefixed (PL-16600) Fixed an issue with payment gateways clearing the value for default AR Account (PL-16594) Fixed an issue where Purchase Order reports containing group items could not be opened (PL-16592) Fixed an issue where rate values were changing (calculated incorrectly) when you switching between Inclusive/Exclusive for QuickBooks Online user in the UK(PL-16576) Fixed the styling for UK Taxes where the Dropdown list was being cut off, for QuickBooks Online UK users (PL-16553) Fixed an issue where DateTime merge fields in the Method:New platform were not including the time (PL-16525) Fixed an issue where List / Not in List advanced search did not function correctly (PL-16495) Fixed an issue with Editable Grids where column validation display was corrupted if a button column was added (PL-16457) Fixed an issue when using Method on an iPad, where items were not loading upon opening the method account using safari and chrome (PL-16439) Fixed an issue with custom dropdowns in the Customer table that are based on the Entity table where they were not saving values (PL-16430) Fixed an issue with Editable Grids where drop down column display values was not retrieved to appear in show messages (PL-16425) Fixed an issue with Bills - Unable to sync duplicate line items with modified attributes (PL-16424) Fixed an issue where the Bound Image URL was modified every time after the Save action was used (PL-16329) Fixed an issue with Authorize.Net on Method: Classic where the MerchantType was flipping from "CreditCard" from "eCheck" (PL-15950) Fixed an issue SyncAPI - [spiderAccntngPref].[DateOfFirstFullSync] is updated on every successful sync (PL-15539) Fixed a small layout issue within Action editor for a checkbox (PL-15498) Fixed an issue where setting a customer inactive did not check for pending balance in QBO accounts (PL-14736) Fixed an issue where the Campaign field was not hiding on the New Contact screen (PL-15851) Fixed an issue where Amount Due was not updated for Purchase Orders and Bills on QBO accounts (PL-16145) Fixed an issue where Vendor Lead was not an available new contact option in QBO accounts (PL-16802) Fixed an issue with field validation on editable grids in Purchase Orders and Bills (PL-16266) Fixed an issue with cause reports to be blank on QBO Global (PL-16426) Fixed an issue that caused the currency column to be hidden on the New Contact screen for QBO UK accounts (PL-16465) Fixed styling issues on Estimates and Purchase Orders for QBO UK (PL-16510) Fixed an issue that caused an error when attempting to print a transaction on the Outlook Email Gadget (PL-16800) Fixed an issue that caused CustomerName label to appear as a hyperlink in Donations app on QBO Global accounts (PL-17058) Fixed an issue that caused Add Item link to show on Desktop screens in the Invoices app on QBO accounts (PL-17133) Fixed an issue where Invoices are not marked as paid even though the balance is 0 (PL-16155) Fixed an issue where taxes drop down was empty in the Sales Orders app on QBO Global (PL-16033) Cheers, Michael Posted Jun 04 2018, 10:27 AM by Method_Michael with no comments