Method Community

 

Release Notes

  • Method Updates - February 24th, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • Radio Button - Accessibility improvements. (PL-30627)
    • Dialog component - Accessibility improvements. (PL-30946)
    • Reports System Page - Display 'Copy to an account' feature to all users. (PL-31054)
    • Field Services - Field Technician Discount. (PL-30895)

    Fixes

    • New Contact screen - Added logic to prevent users from creating sub-customers with different currencies than their associated parent customer. (PL-31209)
    • New Contact screen - Validation of the First Name field is now handled during Save instead of when you click out of the field. (PL-27411)
    • Fix to remove extra spaces from Entity Name in QBDT accounts (on insert only) which was causing duplicates in Method and sync conflicts. (PL-30932)
    • Date Time Picker - Fixed issue where users were unable to Tab out of the component. (PL-31229)
    • App Ribbons - Fixed issue with customizing a panel list screen for a custom app leading to a blank white screen in screen designer. (PL-30803)
    • Date Time Picker - Setting the display format as Year would display as Month-Year. (PL-30837)
    • Date Time Picker - Changing the display format didn't always lead to an appropriate change of the picker as well. (PL-30838)
    • Editable Grids - Removing the Required validation rule from a field in a table still didn't allow removing it from an existing editable grid column. (PL-30471)
    • Contacts app - Improved screen validation to prevent the user from assigning a currency to a child customer that is different from the parent's currency. (PL-30790)
    • Case Preferences screen - Improved screen validation logic. (PL-30250)
    • Bills List screen - Added the Due Date column for the Overdue view filter. (PL-22806)
    • App Ribbons - Improved logic on our screens to make sure Activities linked to a transaction which is linked to an Opportunity does properly display on the Opportunity's app ribbon. (PL-22316)
    • Customer Portal - Portal link email now says Sign In Code for Company Name rather than URL name. (PL-31261)
    • Merge Contacts and Entities - Updated the QBO versions of the screen so merging from a Lead to a Customer or Vendor is now supported. (PL-31162)
    • Portal Payments - ACH and Bank transfers marked PENDING will be considered successful to provide a smooth checkout experience for end-customers. (PL-31295)
    • Sign in - Prompt to Link account when user tries to sign in to account created with Google. (PL-31357)

    Regards,

    Phil

  • Method Updates - February 17th, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • Radio Button - Accessibility imporvements. (PL-30627)

    Fixes

    • Insert Records into Table action - Fixed issue where EntityType was blank after duplicating an Entity. (PL-30432)
    • New Contact screen - Added logic to prevent users from creating sub-customers with different currencies than their associated parent customer. (PL-31209)
    • New Contact screen - Validation of the First Name field is now handled during Save instead of when you click out of the field. (PL-27411)
    • Fix to remove extra spaces from Entity Name in QBDT accounts (on insert only) which was causing duplicates in Method and sync conflicts. (PL-30932)

    Regards,

    Phil

  • Method Updates - February 10th, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • Dropdowns - Accessibility improvements. (PL-30554)
    • Redesigned the Mailchimp integration system page. (PL-28907)

    Fixes

    • Reports screens - Slight changes to the custom date range validation logic to make it consistent across all screens ( Cases, Invoices, Purchase Orders, Sales Receipts, Activities). (PL-31200)

    Regards,

    Phil

  • Method Updates - February 9th, 2021

    The following updates are now live for users of Method

      Fixes

      • Purchase Order Reports - Fixed issue where one graph was excluding the first day of the month (QBO Global only). (PL-31090)
      • App Ribbons - Changed sorting to ensure Activity lists are sorted in descending order by DueDateStart. (PL-30501)
      • Web to Lead New/Edit Form - Changed the prefilled text in the Redirect to URL field from "http" to "https". (PL-29408)
      • Fixed an issue with advanced search freezing scrolling on iPads. (PL-30966)
      • Emails - Wrong date range filter on View Sent Emails (Beta) displays 1900 as the current year. (PL-30449)
      • Print Templates - Print buttons on transaction screens default to latest stock template if no preference is selected. (Invoices, Estimates, Sales Orders, Purchase Orders). (PL-31102)
      • Payments App Ribbon Panel - Fixed slight issues with padding on screen. (PL-30801)
      • Date Time Picker - Improved the widget so changing the display format automatically leads to an appropriate change of the picker as well. (PL-30838)
      • Date Time Picker - Fixed issue where setting the display format as "Year" would display Month-Year. (PL-30837)
      • Editable Grids - Fixed issues with column header alignments when grids included button columns. (PL-30835)
      • Editable Grids - Fixed issue where user had to click twice into a dropdown to action it. (PL-30756)
      • Picture Widget - Fixed issues with some of the configuration options in screen designer. (PL-26985)
      • New/View Sales Rep screen - Disabled fields when viewing an existing record, as these cannot be updated. (PL-28972)
      • Reports System Page - All visible columns are now searchable. (PL-31144)
      • Reports System Page - Empty search now returns "No Results Found" message. (PL-31138)
      • Reports - Fixes error related to detail tables for reports based on custom tables. (PL-31170)
      • Improve AWS Security. (PL-31123)
      • Fixed a bug where certain Keyboard Special characters were not accepted in setting a password. (PL-31151)

      Regards,

      Jason

    • Method Updates - February 3rd, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • Proposals - Added logic to leverage Edit and Delete permissions. (PL-24417)
      • App Routine - Pop-up confirmation added when deleting a draft. (PL-30351)
      • Invoices - Added logic so the Bill Email now appears in QuickBooks for invoices that were created in Method. (PL-30996)
      • Estimates - Added logic so the Bill Email now appears in QuickBooks for estimates that were created in Method. (PL-30995)
      • Work Orders - Create Invoice buttons consider BillEmail field. (PL-30997 )
      • Checkboxes - Accessibility improvements(PL-30758)
      • Proposals - Invoices consider BillEmail field. (PL-30998)
      • Report & Print Template System Page - Redesigned screen with an improved user experience. (PL-30715)

      Fixes

      • Reports - Fixes to reports including charts. (PL-29829)
      • Guest Payment - Fixed an issue where customers making payments through the portal resulted in a sync conflict in some rare scenarios. (PL-26161)
      • Reports - Fixes tables and fields corruption, missing fields in report designer. (PL-31083)
      • Fixed an issue with Purchase Orders not syncing properly from QBO to Method. (PL-29109)
      • Report Designer - Browser Tab displays template title. (PL-28646)
      • Items app - Added validation logic to prevent the use of ":" in item names. (PL-29804)
      • New Contact screen - Made spacing in the field labels consistent. (PL-27472)

      Regards,

      Phil

    • Method Updates - January 28th, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • Section Headers - Accessibility improvements. (PL-30398)
      • Proposals - Added logic to leverage Edit and Delete permissions. (PL-24417)
      • App Routine - Pop-up confirmation added when deleting a draft. (PL-30351)

      Fixes

      • Editable Grids - Fixed issue where users were able to delete a view filter that is referenced by an action on screen. (PL-29554)
      • Button Menu - Fixed issue where the accessibility focus ring was showing even when clicking it via a mouse, not just with keyboard navigation. (PL-30474)
      • Screen Designer - Update action comment font-color to improve readability. (PL-30941)
      • Reports - Fixes to reports including charts. (PL-29829)

      Regards,

      Phil

    • Method Updates - January 26th, 2021

      The following updates are now live for users of Method

        Fixes

        • Accessibility - Fixes issue where new color palette made text with black background unreadable. (PL-30892)
        • Gmail Sidebar Preferences - Fixes issue where Work Orders field generates error when saving any preference. (PL-30533)

        Regards,

        Jason

      • Method Updates - January 25th, 2021

        The following updates are now live for users of Method

        New Features / Updates

        • App Ribbons - Accessibility improvements. (PL-30399)
        • Call Web Service action - Added new content types. (PL-30144)
        • Picture Component - Accessibility improvements. (PL-30722)

        Fixes

        • Tags - Fix for existing tags that were no longer visible in the taglist component. (PL-30876)
        • Icons - Fix for small subset of app icons are not visible on nav bar. (PL-30534)
        • Picture Field - Fixed a slight issue with the display of the uploader menu. (PL-30120)
        • Tables & Fields - Fixed a bug with the safety logic in place to prevent users from deleting fields that have been used on screens. (PL-28803)
        • Permission - Fixes error on accessing apps - multiple accounts affected. (PL-30940)
        • Picture Component - Fixes menu spelling error "Link form Web". (PL-30939)
        • Field Services - Support description-only lines on Work Orders (e.g. when converting from Estimate). (PL-29828)
        • Work Orders - Fixes issues where deleting recurrences does not bring you back to list view. (PL-22459)

        Regards,

        Guillermo

      • Method Updates - January 20th, 2021

        The following updates are now live for users of Method

        New Features / Updates

        • Editable Grids - Customizers now have the ability to add a simple search bar. (PL-25699)
        • Standardized tertiary button design (grey outline and text with white background) across many apps: Time Tracking, Work Orders, Opportunities, Activity, Items and Accounts. (PL-30855)

        Fixes

        • New/Edit Payment - Added logic to record an activity when a Payment is emailed. (PL-30347)
        • Purchase Order Reports - Fixed an issue where some users were getting an error message upon loading the screen. (PL-30810)

        Regards,

        Phil

      • Method Updates - January 18th, 2021

        The following updates are now live for users of Method

        New Features / Updates

        • Accessibility - Platform level color palette update. (PL-29747)

        Fixes

        • Payments - PaymentMethod field is assigned from PaymentTransactionLog. (PL-27401)
        • Editable Grid - Fixed some bugs with the selection checkbox column. (PL-29436)
        • Activities Grid Export - Fixed an issue where exporting the grid to a CSV file was including HTML code. (PL-29684)
        • Attachments - Fixed an issue where the Email checkbox was not correctly being copied to new records. (PL-29259)
        • Payments - Fixes issue where PayPal gateway does not log a payment in method despite processing the payment properly. (PL-30510)
        • Attachments - Fixed an issue with sending emails with attachments. (PL-30829)
        • Picture - Fixed an issue where images were not appearing properly, instead appearing as along string of text in some scenarios. (PL-30851)
        • New/Edit Sales Receipt (QBO Global) - Removed default value of 1 for Qty on line item editable grid (for consistency with all other line item grids). (PL-17091)
        • Fixed a multi tenancy issue where records were not being inserted into the specified tenant. . (PL-30794)
        • Fix an issue where iOS 14 users were not able to scroll when using Google Chrome browser on their iPhones. (PL-30527)

        Regards,

        Guillermo

      • Method Updates - January 13th, 2021

        The following updates are now live for users of Method

        New Features / Updates

        • Purchase Order Reports - Updated the screen to be consistent with all other reports screens (QBO). (PL-30713)
        • Improved accessibility on text inputs. (PL-30240)
        • Improved accessibility on left navigation menu. (PL-30479)

        Fixes

        • Improved messaging when submitting a payment for a paid transaction. (PL-27724)
        • Send Email - Fixed an issue where $ symbol was being removed from emails. (PL-30757)
        • Editable Grids - Events can now be copied to an App Routine. (PL-30045)
        • Opportunity Stage List - General bug fixes. (PL-21777)
        • New/Edit Opportunity Type - Fixed an issue where deleting a New Opportunity Type rather than saving didn't clear the value when going back to new opportunity type. (PL-22165)

        Regards,

        Jason

      • Method Updates - January 11th, 2021

        The following updates are now live for users of Method

        New Features / Updates

        • Purchase OrdersMade changes to the Purchase Order Reports screen to be consistent with all other reports screens (QBDT and QBO Global). (PL-30712)
        • Proposals - Improved handling of multi-currency in the Proposals app. (PL-30091)
        • Action - Install report/email templates . (PL-30635)

        Fixes

        • Web to Lead app - Fixed an issue for Multi-Tenant accounts where some scenarios would cause an error on submission. (PL-20608)
        • New/Edit Sales Order screen - Hid InvoicedQTY field, as this would never get updated. (PL-18597)
        • Guest View Purchase Order screen - Removed unused tax fields. (PL-15823)
        • Items app - Made a change to the Unit of Measure dropdown so it only displays Active units. (pl-21034)
        • Recurrence - Fixes issue when editing a Series of activities and navigating back results in error 'RecordID not found'. (PL-30416)

        Regards,

        Guillermo

      • Method Updates - January 6th, 2021

        The following updates are now live for users of Method

          Fixes

          • New/Edit Purchase Order screen - Added a label that notifies the user this is a copy, after having clicked the Make a Copy button. (PL-29702)

          Regards,

          Phil

        • Method Updates - January 5th, 2021

          The following updates are now live for users of Method

          Fixes

          • New/Edit Sales Order screen - Implemented the correct character limit validation on Address fields. (PL-29037)
          • Guest Payment screen - Added a space between the Invoice Balance and Currency. (PL-24496)
          • Attachments - Fixed issue with opening file attachments. (PL-30704)

          Regards,

          Guillermo

        • Method Updates - Dec 30, 2020

          The following updates are now live for users of Method

          Fixes

          • App Routines - Fix for App Routines running even though it is inactive. (PL-30556)

          Regards,

          Marwan

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