July 2023 - Posts
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The following updates are now live for users of Method
New Features / Updates
Fixes
- Payment Gateways - Fixed an issue where some accounts could not navigate to the transaction history screen, or connect a new gateway. (PL-42130)
Regards,
Harman
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The following updates are now live for users of Method
Fixes
- Editable Grid - Fixed an issue where exporting the grid would return hidden columns in some scenarios. (PL-41989)
- REST API - Fixed an issue where Get request was converting String to Datetime format. (PL-32733)
Regards,
Hannah
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The following updates are now live for users of Method
New Features / Updates
- Contacts - Updated the preferences screen to a more user friendly design. . (PL-40795)
- Cases - Updated the preferences screen to a more user friendly design. . (PL-40793)
- Donations - Update to the preferences design. (PL-42079)
- Donor Pages - Added an information banner when the gateway is not yet setup. (PL-42017)
- Proposals - Updated to improve labeling of proposals without a name. (PL-41221)
- Screenlets - New screenlet to track donations month over month. (PL-40865)
Fixes
- Estimate - Added the missing Save & Back button on mobile. (PL-42049)
- Proposals - fixed an issue expiring card indicator not appearing . (PL-42087)
Regards,
Nicolas
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The following updates are now live for users of Method
New Features / Updates
- Purchase Orders - Updated the preferences screen to a more user-friendly design. (PL-40806)
Regards,
Harman
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The following updates are now live for users of Method
New Features / Updates
- Donations - Updated the Preferences experience. (PL-41541)
Fixes
- Modal - Fixed an issue where the show message, Title and Body were unaligned. (PL-41737)
- Editable Grid - Fixed some issues with pagination on grids having more than 5 pages. (PL-40837)
- Editable Grids - Fixed an issue with the display of the record selection checkbox on mobile. (PL-37951)
Regards,
Courtney
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The following updates are now live for users of Method
New Features / Updates
Fixes
- Work Orders - Fixed an error caused by deleting an invoice linked to a work order. (PL-41948)
Regards,
Nicolas
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The following updates are now live for users of Method
New Features / Updates
- Sales Receipts - Updated advanced filter on the grid to be consistent with other transactions. (PL-41030)
- Dashboard - New list to keep track of active proposals. (PL-40625)
Fixes
- Tables & Fields - Fixed an issue where making a field required was giving an error even when every record in the table wasn't NULL. (PL-39818)
- Editable Grids - Fixed an issue when clicking the "View selected records" link on a grid based on the EmailsSent table. (PL-38036)
- Contacts - Fixed character length validation for the Entity field Name which was causing sync conflicts. (PL-41935)
- Contacts (Mobile) - Fixed an issue where users were unable to add dashes and parentheses to the mobile/phone fields. (PL-41308)
- Contacts - Fixed an issue where the Shipping info was displayed in the billing info column on the Companies grid. (PL-41124)
- Items - Fixed an issue where users were unable to add multi-line descriptions for non-inventory items. (PL-41097)
- Proposals - Fixed an issue with line item sequences changing on proposals while they're in the draft. (PL-41851)
Regards,
Harman
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The following updates are now live for users of Method
Fixes
- Actions - Fixed an issue where some Conditional Statement actions generated an error relating to comparing strings as date/time. (PL-38575)
- Editable Grids - Fixed an issue where the export functionality was not working. (PL-41283)
Regards,
Courtney
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The following updates are now live for users of Method
New Features / Updates
- New features allowing users and customers to update the auto-payment method on a proposal through the customer portal and proposals app. (PL-39323)
Regards,
Hannah
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The following updates are now live for users of Method
New Features / Updates
Fixes
- Fixed - Processed Payments from the portal are not recorded in Method. (PL-41815)
Regards,
Harman
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