Method Community

 

Release Notes

November 2021 - Posts

  • Method Updates - November 24th, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • Process Payment Action - Ability to customize the payment methods available on checkout. (PL-34433)

    Fixes

    • Action Editor - Fixes issue where a grab cursor was not being displayed when moving actions. (PL-34692)
    • Field Crew - Clicking on customer name no longer opens a new tab. (PL-34695)
    • Field Crew - Fixes issue with time entries with 0 duration for QBO. (PL-34620)
    • Address Lookup - Fixes issue where searching just for a city returned incomplete address. (PL-34629)

    Regards,

    Phil

  • Method Updates - November 19th, 2021

    The following updates are now live for users of Method

    New Features / Updates

      Fixes

      • Donor Pages - (QuickBooks Desktop Version) Fixes issue in where Contact or Company was omitted from address information. (PL-34379)
      • Donations - Fixes issue where payment references number and payment method was not captured. (PL-34128)
      • Text Object - Fixed text appearing as a clickable link on hover even when the object is not actually clickable. (PL-34472)
      • Activity Reminders - Fixed activity reminders showing the time in EST regardless of the account's timezone settings. (PL-34570)
      • HTML Editor - Fixed issue where the Add Link tool would appear underneath additional HTML editors further down the screen. (PL-33562)
      • Manage Apps - Added validation to prevent duplicate app names. (PL-33212)
      • Editable Grids - Fixed issue where a value of 0 would appear blank. (PL-34597)
      • Editable Grids - Fixed required fields not properly labeled as required in Grid Builder. (PL-34084)

      Regards,

      Michael

    • Method Updates - November 16th, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • System page - Updated design for Google calendar system page. (PL-34670)

      Regards,

      Michael

    • Method Updates - November 15th, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • Donor Pages - Donors can now enter address information within one input via the Address Lookup component. (PL-33346)
      • Donor Pages - Donors may now opt-in to cover the processing fee associated with their online donation ensuring 100% of their gift goes to the charity of their choice. (PL-34133)
      • Donor Pages - Non-profit organization can give their donors the option to cover the processing fee associated with their online donation. (PL-34132)

      Regards,

      Guillermo

    • Method Updates - November 11th, 2021

      The following updates are now live for users of Method

        Fixes

        • Reports - Improved logo quality on print reports. (PL-31015)
        • Users - Fixes an issue where a red error appears when deactivating some users. (PL-34568)
        • Payments - Fixes error 'Client Not Found' that prevented processing payments in a small number of accounts. (PL-34061)
        • Mobile app - Fixed an issue where some tablet users were unable to scroll on some screens. (PL-34637)

        Regards,

        Phil

      • Method Updates - November 8th, 2021

        The following updates are now live for users of Method

        Fixes

        • Tags Advanced Search - Returns 0 results when searching for a tag that includes a space. (PL-34587)

        Regards,

        Guillermo

      • Method Updates - November 4th, 2021

        The following updates are now live for users of Method

        New Features / Updates

          Fixes

          • Tables & Fields - Added relevant help center articles to the system pages. (PL-34282)
          • Tables & Fields - Fixes an issue with delete field where the user was able to delete a field that is used on a screen. (PL-34516)
          • App Routines - Fixes issue in background routines related to Add Attachment to RecordID Action. (PL-34559)
          • Mobile - Fixes an issue where grey screen overlays aren't covering the entire screen. (PL-23839)
          • Mobile - Fixes an issue where Add, More and Help menu items don't have a mobile-friendly click area.

          Regards,

          Michael

        • Method Updates - November 3rd, 2021

          The following updates are now live for users of Method

            Fixes

            • Tables & Fields - Fixed an issue where clicking back when viewing a particular table would reset the list back to the first page. (PL-34503)
            • Tables & Fields - Fixed an issue where some accounts were missing fields in the InvoiceStatus table, leading to error messages when attempting to copy the New/Edit Invoice screen. (PL-34241)

            Regards,

            Phil

          • Method Updates - November 2nd, 2021

            The following updates are now live for users of Method

            New Features / Updates

            • Manage Tags - Updated design for the side panel. (PL-32904 )

            Fixes

            • Manage Tags - Fixed an issue where there wasn't enough padding between the cancel button and input field when merging a tag on an iOS device. (PL-21069)
            • Manage Tags - Fixed issue where changing the color of a tag on mobile would display additional invalid icons. (PL-31769)
            • Manage Tags - Fixed some icon and navigation issues when editing a tag in the Manage Tags side panel on mobile. (PL-31773)
            • New Case screen - Fixed an issue where the "Add New" link was missing in the dropdowns on screen. (PL-33574)
            • New/Edit Activity screen - Fixed an issue where the activity type auto-follow-up logic was not correctly calculating the follow-up due date when changing the due date of the initial activity. (PL-34197)
            • New/Edit Invoice screen (QBO Global) - Fixed an issue with the logic when changing or adding items where the tax code was not properly populated. (PL-33938)
            • Sync conflicts (QBDT) - Removed 'Unlink sales order' from bill conflicts. (PL-34514)
            • Sync conflicts (QBDT) - Unlink sales order - Minor updates on the confirmation message. (PL-34534)

            Regards,

            Phil

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