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Release Notes

August 2021 - Posts

  • Method Updates - Aug 30th, 2021

    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

  • Method Updates - Aug 24th, 2021

    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

  • Method Updates - Aug 23rd, 2021

    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

  • Method Updates - Aug 20th, 2021

    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

  • Method Updates - August 18th, 2021

    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

  • Method Updates - Aug 13th, 2021

    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

    • Method Updates - Aug 10th, 2021

      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

    • Method Updates - Aug 6th, 2021

      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

    • Method Updates - August 4th, 2021

      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

    • Method Updates - August 3rd, 2021

      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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