August 2021 - Posts
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The following updates are now live for users of Method
Fixes
- Activity Reports - Fixed an issue where the Assigned To dropdown filter did not respect shared user permissions. (PL-33865)
Regards,
Guillermo
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The following updates are now live for users of Method
Fixes
- Multi-Tenancy - Fixed an issue where the TenantID field value was being changed for some records in some accounts. (PL-33805)
Regards,
Jason
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The following updates are now live for users of Method
Fixes
- Actions - Fixed an issue searching within drop downs for the Call Routine and Set Focus to Control actions. (PL-27656)
- Charts - Fixed an issue where in some scenarios, records were included in the wrong date due to timezone conversion miscalculations. (PL-33439)
- DateTimePicker & Tags component - FIxed issue that incorrectly displayed clickable cursor on captions. (PL-32778)
- Designer - Fixed an issue where all accounting package screen versions were visible within the designer instead of just the current accounting package. (PL-13538)
- Designer - Fixed an issue where version notes would be cleared after a screen has been made live. (PL-33130)
- Editable grids - Fixed an issue where in one specific scenario new lines attempted to be added to the grid were not properly being saved. (PL-33648)
- Manage Apps - Fixed an issue where it was possible to redirect a screen to itself causing an infinite loop. (PL-32621)
- Multi-tenancy - Fixed an issue where the TenantID field could not be saved as empty and would always revert back to the current tenant. (PL-33415)
Regards,
Guillermo
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The following updates are now live for users of Method
New Features / Updates
- Display System Page - Breadcrumbs component is added to the top of the page for easier navigation. (PL-32756)
- Portal System Page - Breadcrumbs component is added to the top of the page for easier navigation. (PL-32758)
Regards,
Michael
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The following updates are now live for users of Method
New Features / Updates
- Organization Name - A slight change to some Organization Names to normalize it. (PL-33416)
Fixes
- Proposals - Fixed an issue where an incorrect amount was displayed for some recurring items in the client portal. (PL-33668)
- API - Fixed an issue where newly created fields weren't immediately available to be used with the API. (PL-33642)
- View Contact screen - Fixed an issue where the customer name was not appearing properly in the pop-up message when clicking Convert to Customer. (PL-33664)
Regards,
Phil
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The following updates are now live for users of Method
New Features / Updates
Fixes
- Attachment Widget - Fixed an issue where the attachments widget overlapped on top of any open panel on the right side of the screen. (PL-32987)
- Charts - Fixed an issue with built-in dynamic date range filters not properly refreshing the chart. (PL-33634)
Regards,
Michael
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The following updates are now live for users of Method
New Features / Updates
- QBO sync - Added 'Converted' as a new estimate status. (PL-33500)
Fixes
- New/Edit Purchase Order screen - Fixed screen to allow description-only line items (QBO Global). (PL-33371)
- Work Orders - Support for description-only line items. (PL-33424)
- Multi-tenant - Fix an issue where creating a multi-tenant account is renaming all tenants company name. (PL-33616)
Regards,
Jason
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The following updates are now live for users of Method
Fixes
- Opportunity Reports - Fixed an issue where the grid at the bottom of the screen was not properly displaying Opportunities where Lead Source is empty. (PL-33471)
- Payment Gateways - Fixed issue where connected gateways incorrectly displayed 'not connected' status. (PL-33501)
- Editable Grids - Fixed an issue encountered in a custom workflow where a row's RecordID was still appearing as blank although a Save action had been previously processed. (PL-31723)
Regards,
Michael
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The following updates are now live for users of Method
Fixes
- HTML Editor - Fixed an issue where a border was sometimes added around text that was copied and pasted from an HTML Editor into MS Word. (PL-31865)
- Tables & Fields - Added validation to prevent fields from being created with leading numbers or spaces. (PL-32713)
Regards,
Phil
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The following updates are now live for users of Method
Fixes
- New/Edit Estimate screen - Added address line character limit validation checks (QBDT only). (PL-33480)
- New/Edit Sales Receipt screen - Added address line character limit validation checks (QBDT only). (PL-33479)
- New/Edit Invoice screen - Added address line character limit validation checks (QBDT only). (PL-33419)
- New/Edit Sales Order screen - Added address line character limit validation checks (QBDT only). (PL-33418)
- New/Edit Purchase Order screen - Added address line character limit validation checks (QBDT only). (PL-33417)
- Tables & Fields - Added validation to prevent fields from being created with leading numbers or spaces. (PL-32713)
Regards,
Jason
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