March 2021 - Posts

• Method Updates - March 26th, 2021

  The following updates are now live for users of Method Fixes Work Orders - Fixes issue with button menu visibility when browser uses high zoom. (PL-31642) Donor Pages - Fixes issue with duplicate Donor names due to extra spaces. (PL-29018) Reports - Fixes error when copying reports across accounts as a 'Reseller'. (PL-31701) New/Edit Case - Case Description field caption was showing HTML code. (PL-31744) Regards, Guillermo Posted Mar 26 2021, 09:46 AM by Method_Guillermo with no comments

• Method Updates - March 24th, 2021

  The following updates are now live for users of Method New Features / Updates Field Crew App - Accessibility Improvements. (PL-31563) Zapier System Page - Segmented zap templates by the benefits: Grow Sales, Get Organized, Increase Efficiency. (PL-31617) New design of the Method:Sidebar for Gmail system page . (PL-30397) New design of the Outlook Gadget system page . (PL-30396) Fixes New/Edit Bill (QBO Global) - Updated so the Tax column appears on the line item grid when either Inclusive and Exclusive tax calculations are selected. (PL-16269) Sync System Page (QBO) - Update to show on screen that the sync engine is disconnected after clicking 'Disconnect Sync'. (PL-31455) Actions - Update formatting examples in Date Function. (PL-20610) Regards, Phil Posted Mar 24 2021, 03:06 PM by Method_Phil with no comments

• Method Updates - March 22nd, 2021

  The following updates are now live for users of Method New Features / Updates HTML Editor - New updated design and UI. (PL-31000) Time Tracking App - Accessibility Improvements. (PL-31520) Fixes Sign Up - Sign Up: Newly created account has to be displayed first on Select Account page of Sign In. (PL-536) Customer Form - Remove spaces from FullName before checking for duplicates. (PL-29017) HTML Editor - Not always populating as expected when creating new records in an App Ribbon panel. (PL-30970) HTML Editor - Adding unnecessary paragraph tags in the source code. (PL-30802) HTML Editor - Fixed issue where formatting wasn't properly saved on Preferences screens. (PL-29589) HTML Editor - Unable to paste text from clipboard in some scenarios. (PL-29150) HTML Editor - Unable to paste text into the editor on a mobile device. (PL-27402) HTML Editor - Unsaved text gets lost when toggling between different App Ribbon tabs. (PL-27254) HTML Editor - Issues using voice to text or predictive text. (PL-27233) HTML Editor - Clicking into an HTML Editor does not close any previously opened dropdown menus or date time pickers. (PL-22010) Activities - Fixed issue where sending an email from the New/Edit Activity screen inside an App Ribbon panel didn't properly save the activity comment. (PL-29951) SaaSphalt - Not able to save changes in the Estimate About Us and Footer fields. (PL-29119) Character Function - Fixes issue where merge action replaced field value by matching a string rather than full field name. (PL-19966) Fixed time errors for certain timezones. (PL-31394) Customer Portal - Added a warning preventing duplicate payments to invoices (issue arose due to unsynced payment). (PL-28438) Regards, Guillermo Posted Mar 22 2021, 11:59 AM by Method_Guillermo with no comments

• Method Updates - March 17th, 2021

  The following updates are now live for users of Method Fixes New/Edit Inventory Part - Improved validation logic for the Track Qty on Hand field. (PL-31446) Regards, Phil Posted Mar 17 2021, 08:06 AM by Method_Phil with no comments

• Method Updates - March 16th, 2021

  The following updates are now live for users of Method New Features / Updates Accessibility improvements on the Display system page. (PL-31318) Fixes Proposals - ACH and Bank transfers payments marked PENDING will be considered successful and display a message with information about processing times. (PL-31510) Regards, Jason Posted Mar 16 2021, 04:31 PM by Method_Jason with no comments

• Method Updates - March 15th, 2021

  The following updates are now live for users of Method Fixes Transaction screens (QBO) - Removed "Non" as an available option in the Tax dropdown for the overall transaction itself. This value is meant to be used on the line item level. (PL-17727) App Routines - Input values are not case sensitive (match action result behaviour). (PL-29126) Button Menu - Accessibility improvements around tabbing highlights. (PL-30975) Navigation - Fixed a bug where clicking on the app name on the shell should take you back to the main screen of the app. (PL-31270) Regards, Guillermo Posted Mar 12 2021, 02:52 PM by Method_Guillermo with no comments

• Method Updates - March 10th, 2021

  The following updates are now live for users of Method New Features / Updates Charts - Accessibility Improvements. (PL-30553) Field Services - Work Orders app is required before installing Field Crew app. (PL-31149) Fixes Sync Conflicts page - Added ability to see more than the first 10 fields in Record Details grid. (PL-31198) Sync Conflicts page - Going back to the Sync Conflicts Page from the Sync Conflicts Details page now retains the page you were on in the list. (PL-31197) Sync Conflicts page - Fixed the Select All Records grid option. (PL-24792) Gmail Sidebar - Fixed an issue with adding attachments to Method through the Sidebar. (PL-31429) Unable to scroll using up/down arrows from the keyboard. (PL-30869) (Firefox) vs other browsers: shift+tab after entering app via left nav brings focus back to app. (PL-30669) Sync Conflicts Page - Select All Records Does not work (no longer works). (PL-31515) Sync Conflicts Page - Back button navigates grid, rather than screen navigation. (PL-31514) Enable/Disable Controls on Screen action - Fixed issue where enable/disable actions did not work as expected when targeting the control from which the action was triggered. (PL-31493) Character Function - Fixed issue where Merge Fields function did not work properly on records in the Users table, for multi-tenant accounts. (PL-30225) Button Menu - Fixed an issue where menu was not closed when tabbing away. (PL-30807) Button Menu - Additional accessibility improvements. (PL-30926) Validate Controls on Screen action - Now supports validation of dropdown fields. (PL-20603) Multi-currency - Minor improvements and bug fixes on stock transaction screens. (PL-29373) Activity List - Improved formatting of the Due Date End column. (PL-31492) SaaSphalt - SaaSphalt app is required before installing SaaSphalt Crew Leader app. (PL-9228) Regards, Phil Posted Mar 10 2021, 10:35 AM by Method_Phil with no comments

• Method Updates - March 3rd, 2021

  The following updates are now live for users of Method New Features / Updates Buttons - Accessibility improvements. (PL-30259) Icons - Accessibility improvements. (PL-30923) Toggles - Accessibility improvements. (PL-30564) Fixes Button Menu - Impoved behaviour with sizing changes when viewed on mobile vs desktop. (PL-31041) New/Edit Estimate - Improved the multi-currency logic on screen to make sure the currency information always appears on the PDF. (PL-31367) Sales Receipts - ACH and Bank transfers payments marked PENDING will be considered successful and display a message with information about processing times. (PL-31305) Donor Pages - ACH and Bank transfers donations marked PENDING will be considered successful to provide a smooth checkout experience for end-customers. (PL-31297) Donations - ACH and Bank transfers payments marked PENDING will be considered successful and display a message with information about processing times. (PL-31296) Payments - ACH and Bank transfers payments marked PENDING will be considered successful and display a message with information about processing times. (PL-31294) Audit trail - Should now display the correct user when using the Sign In As feature. (PL-27819) New/Edit Invoice - Improved the multi-currency logic on screen to make sure the currency information always appears on the PDF. (PL-31368) New/Edit Sales Receipt - Improved the multi-currency logic on screen to make sure the currency information always appears on the PDF. (PL-31370) Regards, Phil Posted Mar 03 2021, 03:43 PM by Method_Phil with no comments