April 2021 - Posts

• Method Updates - April 30th, 2021

  The following updates are now live for users of Method Fixes Items app - Improve character limit validation on Item Name field. (PL-31860) Signature - Fixed issue where signed date appear as GMT regardless of user's timezone. (PL-32286) Classic Customer Portal - Fix for issue where Customer Portal link for Classic is re-directing to our home page when clicked 2nd time. (PL-32272) New/Edit Purchase Order screen - Fixed issue where the attachments widget was missing the Include in Email checkbox. (PL-32305) Regards, Marwan Posted Apr 30 2021, 11:49 AM by Method_Marwan with no comments

• Method Updates - April 28th, 2021

  The following updates are now live for users of Method Fixes Email System Page - Fixed issue where emails sent were not displayed in user's timezone. (PL-27774) Signature Component - Fixed issue where a disabled signature component still had interactive elements. (PL-32189) Signature Component - Fixed issue where copying a screen resulted in missing actions. (PL-32186) Email System Page - Fixed issue where emails sent via Method's servers were mistakenly displayed as smtp.sendgrid.net. (PL-32191) Work Orders - Fixed odd behaviour issue with End Date field. (PL-32229) Zapier - Poll more records for all triggers. Increased from 10 to 100 records per poll. (PL-32060) Regards, Phil Posted Apr 28 2021, 02:38 PM by Method_Phil with no comments

• Method Updates - April 26th, 2021

  The following updates are now live for users of Method Fixes Work Orders - Fixed installation issues. (PL-32190) Insert Record Into Table action - Fixed issue where duplicating a record in the Time Tracking table was not populating the Item field correctly. (PL-30085) Regards, Guillermo Posted Apr 26 2021, 09:46 AM by Method_Guillermo with no comments

• Method Updates - April 23rd, 2021

  The following updates are now live for users of Method Fixes Send Email screen - The value for the To Be Included in Email checkbox on attachments now carries over properly from the selected email template. (PL-31494) Time Tracking - Fixed issue that allowed entering a negative duration. (PL-32076) Zapier - Fixed error when trying to connect Zapier to Method Account. (PL-32222) Regards, Guillermo Posted Apr 23 2021, 01:11 PM by Method_Guillermo with no comments

• Method Updates - April 22nd, 2021

  The following updates are now live for users of Method New Features / Updates Date Functions action - Added a new "Convert to UTC" function. (PL-31998) Fixes DateTimePicker - Fixed issue where calendar does not close when tabbing away Dropdown - Fixed issue where tabbing focused on x before navigating to the next component. (PL-31757) Work Orders - Fixed issues where end date selection was not respected when creating a work order from the calendar. (PL-32028) Edit Entity screen - Fixed an issue where the Billing and Shipping Address field captions were set to the wrong color. (PL-32077) Sign Up - Fixed issue where accounts were unable to connect to QBO. (PL-32152) Manage Apps - Fixed an issue in multi-tenant accounts where the screen version Set Status screen was not loading for sub-tenants. (PL-32160) Attachments - Fixed an issue where some users were not able to see past the first 6 attachments for any given record. (PL-31774) Go To Screen action - When using the Parameters section to populate Date/Time fields on the destination screen, date/time values would change. (PL-31664) Tags - Fixed issues with tags that include apostrophes. (PL-30433) Multi-tenancy - Stock screens appearing in each tenant will now respect that tenant's accounting package, instead of always defaulting to the parent tenant's accounting package. (PL-27160) DateTimePicker - Fixed issue where typing and selecting dates sometimes does not save. (PL-31852) DateTimePicker - Adds scrollbar to Month/Year sections. (PL-32082) Regards, Marwan Posted Apr 22 2021, 08:58 AM by Method_Marwan with no comments

• Method Updates - Apr 20th, 2021

  The following updates are now live for users of Method New Features / Updates Add Attachment to Record ID action - Added the ability to configure the value for "Include in Email" checkbox. (PL-31932) Fixes App User Permission not editable. (PL-32134) Donations & Sales Receipts - Display total footer below editable grid. (PL-18104) Donations - Fixes issue with missing Qty & Rate columns (QBDT). (PL-18100) Donations - Fixes issue when amount was not immediately calculated when selecting an item. (PL-17358) Donations - Fixes issue where QTY and Tax displayed default values before selecting an item (QBO). (PL-17094) Go To Screen action - Fixed issue where some screens were not available to be selected. (PL-32092) Save Validation - Fixed an issue where a field failing validation on save was not being focused on, and thus users were likely to not be aware of the error. (PL-31794) Attachments - Fixed an issue where some attachments were not being displayed on Google Chrome. (PL-31774) Regards, Jason Posted Apr 20 2021, 03:23 PM by Method_Jason with no comments

• Method Updates - Apr 15th, 2021

  The following updates are now live for users of Method New Features / Updates HTML Editor - Removed the character count section at the bottom of the editor to provide more potential real estate for the editor's content. (PL-31958) Editable Grids - Improved formatting of the widget's overall caption. (PL-28328) Recurrence Widget - Accessibility improvements. (PL-31541) Fixes Import tool - Fixed the field length validation on the FirstName field. (PL-31402) Fixed issue with 'Request Admin Access' email sending to all users instead of just admins (PL-31991) Gmail Sidebar Account Settings Page - Fixed iissue with browser back . (PL-31997) Editable Grids - Fixed an issue where using the Up/Down keyboard keys would not properly trigger a column's change event actions, and sometimes led to values saving incorrectly. (PL-31960) New/Edit Estimate - Minor accessibility improvements. (PL-31755) Editable Grids - Fixed issue where screen controls could not be used for a column's default value. (PL-31631) Attachments - Fixed an issue where showing a previously hidden attachments widget was not properly displaying the attachments themselves. (PL-31592) Screen Designer - Fixed an issue where the Hide Caption setting for Toggle objects was not properly being displayed. (PL-31020) Attachments - Fixed an issue where clicking an attachment added to an unsaved record gave an error. (PL-30841) Manage Apps - Fixed an issue where screens and versions were not properly displaying the Last Modified By value. (PL-32066) Dashboard - Fixed an issue where the record counts on the app tiles were not properly being calculated. (PL-32072) Attachments - Fixed an issue where attachments sometimes couldn't be viewed or downloaded on the Send Email screen. (PL-31604) Manage Apps - Fixed an issue where some users were incorrectly seeing test versions of a screen instead of the live version. (PL-32090) Email System Page - Added validation to required fields when setting up email providers. (PL-22827) Email System Page - Fixes issue where the wrong price per email was displayed. (PL-32018) Email System Page - Fixes grammar and spelling issues on Retry Email modal. (PL-32034) Email System Page - Fixes issue where Email history screen did not respect account Time Zone. (PL-32067) Regards, Phil Posted Apr 15 2021, 01:37 PM by Method_Phil with no comments

• Method Updates - April 12th, 2021

  The following updates are now live for users of Method Fixes Email System Page - Fixes issues with breadcrumbs. (PL-31970) Email System Page - Fixes issues with missing link on mobile. (PL-31972) Loop Through Attachment - Now works for records in the general Item table; no longer need to set it up for a specific ItemType table view. (PL-31445) Loop Through Attachment - Fixed error when user isn’t MethodSupport (Multi-Tenant Account). (PL-30438) Fix an error users where getting on Account Selection when signin in. (PL-31994) Regards, Guillermo Posted Apr 12 2021, 02:43 PM by Method_Guillermo with no comments

• Method Updates - April 7th, 2021

  The following updates are now live for users of Method New Features / Updates Design updates to the Sign In page. (PL-30292) Design updates to the Sign In account selection screen. (PL-31928) Reports System Page - Add admin permission requirements to access. (PL-31363) Design updates to the User Email Settings screen. (PL-31007) Design updates to the Account Email Settings screen. (PL-31006) Fixes Charts - Fixes issue where actions cannot detect primary axis values when grouping date fields. (PL-17637) Attachments - Fixes issue where attachments with asterisks cannot be sent in Method. (PL-23596) Text Inputs - Fixes issue where users where unable to copy field caption . (PL-28401) Regards, Phil Posted Apr 07 2021, 11:18 AM by Method_Phil with no comments

• Method Updates - April 5th, 2021

  The following updates are now live for users of Method New Features / Updates Editable Grids - Accessibility improvements. (PL-31311) Fixes Calendar - Fixes some misaligned icons on component. (PL-19019) Components - Fixes issue where multiple components had unbolded captions (text inputs, dropdowns, attachments, etc). (PL-31814) Donations - Fixes issue on 'Donor Summary Letter' report generation. (PL-22054) Donations - Fixes issue where Leads are automatically converted to Customers after a new donations (QBOG). (PL-24812) Fixed issue with calculation of QBO Global subtotals when a discount is applied . (PL-31539) HTML Editor - Stopped automatically appending http:// to URL links inserted into the editor. (PL-31793) Loop Through Attachments action - Improved the action so it now works on both the general Item table and also each individual Item Type table. (PL-31445) Loop Through Attachments action - Issue in multi-tenant accounts where not all attachments were being looped through for certain users. (PL-30438) Text Input - Fixes issue with thousand separator setting when customizing. (PL-21974) Regards, Guillermo Posted Apr 05 2021, 08:54 AM by Method_Guillermo with no comments