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Release Notes

July 2021 - Posts

  • Method Updates - July 30th, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • Display system page - You can now change and personalize your Organization name and the URL of your method domain. (PL-31729)

    Fixes

    • Estimate Reports - Fixed issue where clicking on an item on the charts was not filtering the grid below properly. . (PL-33440)

    Regards,

    Michael

  • Method Updates & New Features - July 29th, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • Outlook Gadget - Made AODA compliant. (PL-33428)
    • Donor Pages - Redesigned donor form with the new ability to add default donation amounts. (PL-32641)

    Fixes

    • Bills app - Fixed an issue where the snapshot on the dashboard app tile showed the incorrect count of open bills. (PL-33000)
    • New/Edit Sales Order - Fixed an issue where items of type Category were shown in the Item dropdown in the line item editable grid. (QBO only). (PL-32903)
    • Field Services Calendar - Improve the Usability of the Month View. (PL-33381)

    Regards,

    Marwan

  • Method Updates - July 26th, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • HTML Editor - Updated to latest version. (PL-32593)
    • Editable Grids - Object no longer marked as being in Beta in screen designer. (PL-32881)

    Fixes

    • Tables & Fields - Removed 'Class' from reserved words. (PL-33210)
    • User Invite - Fix for users that don't go through normal invite process still shows user as "Invited". (PL-32682)
    • Audit Trail System Page - Added breadcrumbs to page. (PL-32775)
    • Outlook Gadget System Page - Added confirmation message to 'Disconnect' button. (PL-31988)
    • Emails - Fixed issue where toggled accounts (i.e. with access to Classic & New) reached 5000 email limit prematurely. (PL-33251)

    Regards,

    Guillermo

  • Method Updates - July 22nd, 2021

    The following updates are now live for users of Method

    Fixes

    • Display Logo - Fixed an issue where the logo uploader was not accepting logos in svg format. (PL-33306)
    • New/Edit Opportunity - Fixed an issue where checking and then unchecking Create Follow Up Activity would cause an error. (PL-32854)
    • Calendar - Fixed an issue where defaulting to Monthly List view prevented the screen from loading properly. (PL-33297)

    Regards,

    Marwan

  • Method Updates - July 1st - 21st, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • Payment Gateways - New user experience for payment integration system page. (PL-33050)
    • Tags - Accessibility improvements. (PL-32386)
    • Editable Grids - On a grid configured to show a record selection checkbox column, the column captions will no longer disappear when selecting records. (PL-32922)

    Fixes

    • Editable Grids - Fixed issue where pressing the Tab key from a dropdown column would navigate you back to the top of the grid. (PL-32853)
    • Grids - Fixed issue in the Manage Views panel where users would see a blank panel when trying to access the Column Visibility settings. (PL-32761)
    • Activities - Fixed issue with SMS notifications not sending. (PL-32183)
    • New/Edit Activity - Fixed an issue where the View Sent Email link was not appearing on activities where the email was sent from within an app ribbon panel. (PL-30702)
    • Audit Trail system page - Fixed issue with Table dropdown not loading in some cases. (PL-32955)
    • Audit Trail system page - Decreased padding in dropdowns. (PL-32952)
    • Subscription - Fix email request for subscription to send to admins only. (PL-32968)
    • Math Function - Fixes rounding up error. (PL-19132)
    • Mobile - Fixed jumpy system pages on iPhone. (PL-29103)
    • Platform Shell - Fixed issue where the screen was showing an incorrect title. (PL-30840)
    • Email System Page - Fix to grid search error on email history. (PL-33152)
    • Classic Import tool - Fixed a bug where newly signed up accounts are unable to access Classic import tool. (PL-33178)
    • Payments - Updated pop-up title during charge and pre-authorization processing. (PL-32936)
    • App Routine System Page - Fixes issues where routines are mistakenly labeled as deleted. (PL-33035)
    • App Routines - Fixed issue where an App Routine's new name is not immediately reflected on the schedule. (PL-33163)
    • Payments - Updates the title of the payments pop-up depending on whether the transaction is a charged vs pre-authorization. (PL-32936)
    • TagList - Fixed discoloration when updating a TagList field on screen using actions. (PL-32173)
    • Tags - Fixed issue where a tag would appear duplicated in grids after having been merged into another tag. (PL-20543)
    • Tags - Fixed an issue where tags could not be added properly if the Manage Tags panel was opened. (PL-21467)
    • Tags - Fixed an issue where a newly added tag would not immediately appear on the View Contact screen after navigating back from the Edit Contact screen. (PL-23928)
    • Manage Apps - Fixed an issue where users were able to create custom screens with a duplicate screen name. (PL-32932)
    • HTML Editor - Fixed an issue where a box/outline would appear around text when copy & pasted into MS Word. (PL-31865)
    • Show Message - Fixed an issue where the screen was freezing if a user dismissed a message pop up by clicking outside the message box. (PL-33197)
    • Transactions - Fixed issue where description-only lines were no longer supported on some transaction screens. (PL-33236)
    • Report Designer - Fixed issue where duplicating a report template did not result in viewing new copy (original remained on screen). (PL-33296)

    Regards,

    Phil

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