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Release Notes

  • Method Updates - Oct 22nd, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • Sync conflicts page (QBDT) - Added a button to ‘unlink’ LinkToTxn conflicts that occur when an invoice has an invalid link to a sales order. (PL-34307)
    • Error Message - Now shows the routine name that an error is generated from. (PL-34269)
    • Error Message - Now shows the updated action names as seen in the action editor. (PL-34268)
    • Error Messages - Actions are now displayed as nested. (PL-34270)

    Fixes

    • Invoice Reports - Fixes an issue on the Subtotal by Customer and Invoice by Customer charts, where clicking one of the bars in the chart would not properly filter the grid at the bottom of the screen. (PL-34147)
    • Tables & Fields - Fixes an issue that allows users to delete a custom field that is used on a screen. (PL-34402)
    • Designer - Fixeds bug with screen properties being editable when the screen is read-only. (PL-34266)
    • Payments - Fixes intermittent issue where gateway generated an error when using 'u.s.a.' as a country. (PL-34445)
    • Public Pages - Removes light grey bottom section from public pages like the Donor Page. (PL-34443)
    • Reports - Fixes issue where in some scenarios an older version of a logo was being displayed when generating reports. (PL-34427)
    • Tables & Fields - Fixes an issue where in some cases changing a table description would set the created date to the current date and time. (PL-34276)

    Regards,

    Michael

  • Method Updates - October 20th 2021

    The following updates are now live for users of Method

    Fixes

    • Notification System Page - Fixed issue where some users were unable to access the Notification System Page. (PL-33889)

    Regards,

    Jason

  • Method Updates - October 15th 2021

    The following updates are now live for users of Method

      Fixes

      • Sign In - Fixes issues that prevented changing your sign in email. (PL-34381)
      • Tables & Fields - Fixes some issues with the grid export function. (PL-34328)
      • Tables & Fields - Removed validation for increasing field sizes. Now you can increase field size or decimal places but cannot decrease. (PL-34385)
      • Tables & Fields - Fixes issue with linked field source table dropdown missing options. (PL-34388)
      • Calendar - Fixes issue when using a Calendar component in an App Ribbon screen. (PL-34284)

      Regards,

      Jason

    • Method Updates - October 14th 2021

      The following updates are now live for users of Method

      Fixes

      • Email System Page - Fixes issues with search in Sent Emails screen. (PL-34310)
      • Screen Designer - Fixed an issue where an error message would appear saying the screen has already been published when just viewing a button's actions in read-only mode. (PL-34267)
      • Error Handling - Improved, more descriptive error message when trying to navigate to a record that doesn't exist or to which the user doesn't have access to. (PL-23569)
      • Show Message - Fixed an issue where action sets would get interrupted due to the user dismissing a show message by clicking outside the box. (PL-34250)
      • App Routines - Fixed an issue where attachments were not sent via the Send Email action if it was in an app routine set to run in the background. (PL-34007)
      • Update Fields in Table action - Fixed an issue where all records in the table got updated if the user did not specify any criteria. (PL-33883)
      • Email System Page - Fixes merge field issues in the body of Test email. (PL-18093)
      • Proposals - Fixes issue where screens would not load due to an 'Error Retrieving Value from Table' message. (PL-34030)
      • Tables & Fields - Fixed incorrect modal title when deleting a table. (PL-34281)
      • Tables & Fields - Fixed issue with column preferences resetting when paging. (PL-34280)
      • Tables & Fields - Added tooltips for grid buttons. (PL-34279)
      • Tables & Fields - Fixed issue with grid views not maintaining their view when navigating back. (PL-34277)
      • Tables & Fields - Fixed issue with displaying incorrect time zone on the grids. (PL-34275)

      Regards,

      Jason

    • Method Updates - October 12th 2021

      The following updates are now live for users of Method

      New Features / Updates

      • Payments - Ability to Refund and Void with the Process Payment action. (PL-34305)

      Fixes

      • Tables & Fields - Fixed an issue with deleting fields on the new system page. (PL-34242)

      Regards,

      Jason

    • Method Updates - October 8th 2021

      The following updates are now live for users of Method

      Fixes

      • Display System Page - Fixed issues where organization name was being trimmed if special characters were being used. (PL-34251)

      Regards,

      Guillermo

    • Method Updates - October 7th, 2021

      The following updates are now live for users of Method

        Fixes

        • Sync Conflicts System Page - Fixes issues with search. (PL-33875)
        • Tables & Fields - Can't Delete Fields From Table. (PL-34242)

        Regards,

        Phil

      • Method Updates - October 6th, 2021

        The following updates are now live for users of Method

        New Features / Updates

        • Contacts App - Enter address information for new and existing contacts by using the Address Lookup component. (PL-34017)

        Fixes

        • Contacts app - Company Name is added to Billing Address line 1 if provided, for QBDT accounts. (PL-33834)

        Regards,

        Phil

      • Method Updates - Oct 1st, 2021

        The following updates are now live for users of Method

        New Features / Updates

        • Tables & Fields - Redesigned the system page with a few new features including: table & field descriptions, table & field source, last modified date as a column and sorting option, and ability to get all field references. (PL-34235)

        Regards,

        Michael

      • Method Updates - Sep 30th, 2021

        The following updates are now live for users of Method

        New Features / Updates

        • Display system page - Improved input validations. (PL-33771)
        • User Profile system page - Improved input validations. (PL-33814)

          Fixes

          • QBDT Sync - Fix for error on the sync engine "Length cannot be less than zero". (PL-34216)

          Regards,

          Michael

        • Method Updates - September 28th, 2021

          The following updates are now live for users of Method

          New Features / Updates

          • Sync conflicts page (QBDT) - Removed the XML code from the sync conflict error and moved it to a collapsed section on screen. (PL-33869)

          Fixes

          • Charts - Fixed an issue where charts were displaying too many decimal values. (PL-33887)
          • Multi-tenancy - Fixed some issues with values in dropdowns based off the Users table not saving properly cross-tenant. (PL-33835)

          Regards,

          Jason

        • Method Updates - September 27th, 2021

          The following updates are now live for users of Method

          New Features / Updates

            Fixes

            • Action Editor - Added validation when trying to delete a button menu item. (PL-28078)
            • Action Editor - Fixed "Jump to this action set" for button menus. (PL-33902)
            • Action Editor - Fixed "Jump to this action set" in editable grids. . (PL-33903)
            • Action Editor - Fixed issue where you were able to delete controls that were referenced in a button menu. (PL-33755)
            • Action Editor - Fixed issue with not being able to copy actions within button menus. (PL-33914)
            • Action Editor - Fixed issue with not being able to copy actions within editable grids. (PL-33915)
            • Action Editor - Removed attachments widget from the Refresh control action. (PL-20612)
            • Designer - Fixed issue where components properties were not being disabled when screen is in read-only mode. (PL-34056)
            • Payments System Page - Fixes issue where browser-back got stuck in a loop. (PL-33742)
            • Reports - Fix preview logo for old logos uploaded. (PL-34154)
            • Sign In - Fixed issue with some accounts being able to toggle between classic and new if there was an apostrophe in the account name. (PL-34173)
            • Signature Component - Fixes wrong caption referencing Address Lookup in design properties. (PL-34159)

            Regards,

            Guillermo

          • Method Updates - September 22nd, 2021

            The following updates are now live for users of Method

              Fixes

              • Multi-Tenant - Fixed issue with main tenant logo being displayed instead of sub-tenant on reports. (PL-32087)
              • Dropdowns - Fixed an issue with dropdown menu placement on an editable grids with a horizontal scroll bar. (PL-33788)
              • Attachments - Fixed an issue where the attachments widget appeared in front of an open dropdown menu. (PL-33906)
              • Activity Reminders - Fixed an issue where toggling "cause reminder" on an Activity Status did not update existing activities with that status. (PL-33769)
              • Check Permissions Action - Fixed an issue where the select a permission dropdown was not showing any available actions for custom apps. (PL-33402)
              • Tables & Fields - Fix to show the Class field in QBO accounts (now shows in Export, Report Designer, etc.). (PL-31180)
              • Gmail Sidebar - Fix to use CompanyName as the entity name if it exists instead of FirstName + LastName. (PL-23356)

              Regards,

              Phil

            • Method Updates - Sept 21st, 2021

              The following updates are now live for users of Method

              Fixes

              • Donations - Fixes issue with merging Currency field in Online Donation Notification template. (PL-33924)

              Regards,

              Jason

            • Method Updates - Sept 16th, 2021

              The following updates are now live for users of Method

              Fixes

              • App Routines - Fixes incorrect link in failed app routine email. (PL-34002)
              • Tables & Fields - PrefVendor field from Item table made visible to QBO accounts. (PL-33926)

              Regards,

              Michael

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