Method Community

 

Release Notes

  • Method Updates - Feb 19th, 2019

    The following updates are now live for users of Method.

    New Feature

    • QBO - Support for Preferred Vendor field in Item (PL-18259)

    Regards,
    Laks

  • Method Updates - Jan 28th, 2019

    The following updates are now live for users of Method.

    New Feature

    • QBO Invoice - Sync two new fields Cards and Free Bank Transfer
    • QBO - Sync with Customer-facing company address

    Regards,
    Laks

  • Method Updates - Jan 17th, 2019

    The following updates are now live for users of Method.

    New Feature

    • QBDT - Sync Multiple ship addresses (PL-19415)

    Bugs

    • Fixed issue with URL validation when using the Call Web Service action. (PL-20010)

    Regards,

    Laks

  • Method Updates - Jan 9th, 2019

    The following updates are now live for users of Method.

    Bugs
    • Updated the Invoice/Estimate/Sales Receipt apps to help support description only-line items for QuickBooks Online users. (PL-19464)
    • Improved sort order of transaction line item grids. (PL-19217)
    • Resolved a scenario where certain fields were not showing/hiding for Group/Bundle items. (PL-13676)
    • Fixed a typo for the Price Level caption in the Contacts app. (PL-16260)
    • Fixed a typo for the Assigned To caption in the Sales Orders app. (PL-15943)

    Cheers,


    Ashur

  • Method Updates - Jan 3rd, 2019

    The following updates are now live for users of Method.

    New Feature

    • New Printable Sales Order and Purchase Order templates for QuickBooks Desktop and QuickBooks Online users. (PL-19017 & PL-19018)

    Cheers,


    Michael

  • Method Updates - Dec 20th, 2018

    The following updates are now live for users of Method.

    New Feature

    • Released Recurrences for Activities - allowing users to schedule daily/weekly/monthly events similar to Google Calendar. (PL-19080)
    • New Printable Estimate template for QuickBooks Online users. (PL-19667)
    • New Printable Sales Receipts templates for QuickBooks Desktop and QuickBooks Online users. (PL-19016)
    Bugs
    • Bug fixes and optimizations for the Activities app. (PL-20087)
    • Corrected typos on the Cases and Opportunities apps. (PL-15261)
    • Updated State Code dropdown on the Web To Lead to include missing States. (PL-19785)

    Cheers,


    Michael

  • Method Updates - Dec 13th, 2018

    The following updates are now live for users of Method.

    New Feature

    • Method Labs now available via Preferences > Display. (PL-19851) 
    Bugs
    • Fixed various Recurrence Widget issues. (Various tickets)
    • Fixed issue with using decimal values with Date Function action. (PL-19838)
    • Fixed issue with o date format when using the Date Function action. (PL-19838)
    • Fixed issue with timezones that on occasion was causing a blank dashboard. (PL-19908)

    Cheers,


    Michael

  • Method Updates - Dec 12th, 2018

    The following updates are now live for users of Method.

    New Feature

    • An updated Estimate Print Template is now available (PL-19015)
    • An updated Invoice Print Template is now available (PL-19014)
    • For QuickBooks online customers, the Customer Type field is now available in Contacts (PL-19857)

    Bugs

    • Fixed an issue with payments where Prder ID was being used as an identifier (PL-19784)
    • Fixed an issue with Web-To-Lead where the Vendor Name was being entered into the Company Name (PL-19627) 
    • Fixed an issue with Contacts where the title field is now expanded to 41 characters from 25 (PL-19710)
    • Fixed an issue with Contacts where Title was dissappearing because in QuickBooks it is stored in a different table as well (PL-19696)

    Cheers, 

    Hector

  • Method Updates - Dec 6th, 2018

    The following updates are now live for users of Method.

    New Feature

    • An updated Invoice Print Template is now available (PL-18063)

    Bugs

    • Fixed an issue with Generate Report action where it was not respecting "Optimize" checkbox. (PL-19117)
    • Fixed an issue with Screen Versions where in some scenarios they would not be displayed. (PL-19252) 
    • Fixed an issue with Payment Widget where an action execution error was returned instead of a response from the payment processor. (PL-19279)
    • Fixed an issue with MIURL not automatically taking a user into the account for Classic. (PL-18613)
    • Fixed an issue with the Free Email Limit template and increased the free limit to 5000 a month. (PL-19637)
    • Fixed an issue with Donations where the Thank You From Email field was generating an error (PL-19885)

    Cheers, 

    Michael

  • Method Updates - Dec 5th, 2018

    The following updates are now live for users of Method.

    New Feature

    • Support for Customer Type field sync in QBO US (PL-19817)

    Bug Fix

    • Fixed an issue where the last transaction was not updating for Contacts and Guest screens.

    Regards,
    Laks

  • Method Updates - Nov 29, 2018


    The following updates are now live for users of Method.

    Bugs

    • Fixed an issue with additional spacing on error messages in Method:Sidebar. (PL-17800)
    • Fixed an issue with attaching some files in Method:Sidebar. (PL-18181)
    • Fixed an issue with displaying all Opportunities and Cases in the Related field for Activities in Method:Sidebar. (PL-18602)
    • Fixed an issue where Description and Amount fields were set as required when creating an Opportunity in Method:Sidebar. (PL-18611)
    • Fixed an issue where some social links where not being saved on creating a new contact in Method:Sidebar. (PL-18816)
    • Fixed an issue where some accounts where getting permission errors related to Method:Sidebar. (PL-19626)

    Regards,

    Michael

  • Method Updates - Nov 21, 2018

    The following updates are now live for users of Method.

    New Feature

    • When a payment is made via the Portal using PayPal,Method users will now be notified of the payment (PL-14493)


    Regards,

    Hector

  • Method Updates - Nov 19, 2018

    The following updates are now live for users of Method.

    New Feature

    • Recurrence Widget is now available to be used on screens (PL-18108)
    • Designer displays a spinner when loading a screen (PL-19455)

    Regards,

    Michael

  • Method Updates - Nov 15, 2018

    The following updates are now live for users of Method.

    New Feature

    • Partial payments within the portal has been updated to additionally show the full balance during payment. 

    Regards,

    Hector

  • Method Updates - Nov 13, 2018

    The following updates are now live for users of Method.

    New Feature

    • Support for Title field sync in QBO (PL-18337)

    Bug

    • Fix an issue for QB Desktop Australian customers where Estimates are not syncing (PL-19517)

    Regards,
    Laks

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