February 2021 - Posts

• Method Updates - February 24th, 2021

  The following updates are now live for users of Method New Features / Updates Radio Button - Accessibility improvements. (PL-30627) Dialog component - Accessibility improvements. (PL-30946) Reports System Page - Display 'Copy to an account' feature to all users. (PL-31054) Field Services - Field Technician Discount. (PL-30895) Fixes New Contact screen - Added logic to prevent users from creating sub-customers with different currencies than their associated parent customer. (PL-31209) New Contact screen - Validation of the First Name field is now handled during Save instead of when you click out of the field. (PL-27411) Fix to remove extra spaces from Entity Name in QBDT accounts (on insert only) which was causing duplicates in Method and sync conflicts. (PL-30932) Date Time Picker - Fixed issue where users were unable to Tab out of the component. (PL-31229) App Ribbons - Fixed issue with customizing a panel list screen for a custom app leading to a blank white screen in screen designer. (PL-30803) Date Time Picker - Setting the display format as Year would display as Month-Year. (PL-30837) Date Time Picker - Changing the display format didn't always lead to an appropriate change of the picker as well. (PL-30838) Editable Grids - Removing the Required validation rule from a field in a table still didn't allow removing it from an existing editable grid column. (PL-30471) Contacts app - Improved screen validation to prevent the user from assigning a currency to a child customer that is different from the parent's currency. (PL-30790) Case Preferences screen - Improved screen validation logic. (PL-30250) Bills List screen - Added the Due Date column for the Overdue view filter. (PL-22806) App Ribbons - Improved logic on our screens to make sure Activities linked to a transaction which is linked to an Opportunity does properly display on the Opportunity's app ribbon. (PL-22316) Customer Portal - Portal link email now says Sign In Code for Company Name rather than URL name. (PL-31261) Merge Contacts and Entities - Updated the QBO versions of the screen so merging from a Lead to a Customer or Vendor is now supported. (PL-31162) Portal Payments - ACH and Bank transfers marked PENDING will be considered successful to provide a smooth checkout experience for end-customers. (PL-31295) Sign in - Prompt to Link account when user tries to sign in to account created with Google. (PL-31357) Regards, Phil Posted Feb 24 2021, 10:55 AM by Method_Phil with no comments

• Method Updates - February 17th, 2021

  The following updates are now live for users of Method New Features / Updates Radio Button - Accessibility imporvements. (PL-30627) Fixes Insert Records into Table action - Fixed issue where EntityType was blank after duplicating an Entity. (PL-30432) New Contact screen - Added logic to prevent users from creating sub-customers with different currencies than their associated parent customer. (PL-31209) New Contact screen - Validation of the First Name field is now handled during Save instead of when you click out of the field. (PL-27411) Fix to remove extra spaces from Entity Name in QBDT accounts (on insert only) which was causing duplicates in Method and sync conflicts. (PL-30932) Regards, Phil Posted Feb 17 2021, 12:30 PM by Method_Phil with no comments

• Method Updates - February 10th, 2021

  The following updates are now live for users of Method New Features / Updates Dropdowns - Accessibility improvements. (PL-30554) Redesigned the Mailchimp integration system page. (PL-28907) Fixes Reports screens - Slight changes to the custom date range validation logic to make it consistent across all screens ( Cases, Invoices, Purchase Orders, Sales Receipts, Activities). (PL-31200) Regards, Phil Posted Feb 10 2021, 09:20 AM by Method_Phil with no comments

• Method Updates - February 9th, 2021

  The following updates are now live for users of Method Fixes Purchase Order Reports - Fixed issue where one graph was excluding the first day of the month (QBO Global only). (PL-31090) App Ribbons - Changed sorting to ensure Activity lists are sorted in descending order by DueDateStart. (PL-30501) Web to Lead New/Edit Form - Changed the prefilled text in the Redirect to URL field from "http" to "https". (PL-29408) Fixed an issue with advanced search freezing scrolling on iPads. (PL-30966) Emails - Wrong date range filter on View Sent Emails (Beta) displays 1900 as the current year. (PL-30449) Print Templates - Print buttons on transaction screens default to latest stock template if no preference is selected. (Invoices, Estimates, Sales Orders, Purchase Orders). (PL-31102) Payments App Ribbon Panel - Fixed slight issues with padding on screen. (PL-30801) Date Time Picker - Improved the widget so changing the display format automatically leads to an appropriate change of the picker as well. (PL-30838) Date Time Picker - Fixed issue where setting the display format as "Year" would display Month-Year. (PL-30837) Editable Grids - Fixed issues with column header alignments when grids included button columns. (PL-30835) Editable Grids - Fixed issue where user had to click twice into a dropdown to action it. (PL-30756) Picture Widget - Fixed issues with some of the configuration options in screen designer. (PL-26985) New/View Sales Rep screen - Disabled fields when viewing an existing record, as these cannot be updated. (PL-28972) Reports System Page - All visible columns are now searchable. (PL-31144) Reports System Page - Empty search now returns "No Results Found" message. (PL-31138) Reports - Fixes error related to detail tables for reports based on custom tables. (PL-31170) Improve AWS Security. (PL-31123) Fixed a bug where certain Keyboard Special characters were not accepted in setting a password. (PL-31151) Regards, Jason Posted Feb 09 2021, 02:31 PM by Method_Jason with no comments

• Method Updates - February 3rd, 2021

  The following updates are now live for users of Method New Features / Updates Proposals - Added logic to leverage Edit and Delete permissions. (PL-24417) App Routine - Pop-up confirmation added when deleting a draft. (PL-30351) Invoices - Added logic so the Bill Email now appears in QuickBooks for invoices that were created in Method. (PL-30996) Estimates - Added logic so the Bill Email now appears in QuickBooks for estimates that were created in Method. (PL-30995) Work Orders - Create Invoice buttons consider BillEmail field. (PL-30997 ) Checkboxes - Accessibility improvements. (PL-30758) Proposals - Invoices consider BillEmail field. (PL-30998) Report & Print Template System Page - Redesigned screen with an improved user experience. (PL-30715) Fixes Reports - Fixes to reports including charts. (PL-29829) Guest Payment - Fixed an issue where customers making payments through the portal resulted in a sync conflict in some rare scenarios. (PL-26161) Reports - Fixes tables and fields corruption, missing fields in report designer. (PL-31083) Fixed an issue with Purchase Orders not syncing properly from QBO to Method. (PL-29109) Report Designer - Browser Tab displays template title. (PL-28646) Items app - Added validation logic to prevent the use of ":" in item names. (PL-29804) New Contact screen - Made spacing in the field labels consistent. (PL-27472) Regards, Phil Posted Feb 03 2021, 02:03 PM by Method_Phil with no comments