The following updates are now live for users of Method

Fixes

• Opportunity Reports - Fixed an issue where the grid at the bottom of the screen was not properly displaying Opportunities where Lead Source is empty. (PL-33471)
• Payment Gateways - Fixed issue where connected gateways incorrectly displayed 'not connected' status. (PL-33501)
• Editable Grids - Fixed an issue encountered in a custom workflow where a row's RecordID was still appearing as blank although a Save action had been previously processed. (PL-31723)

Regards,

Michael

The following updates are now live for users of Method

Fixes

• HTML Editor - Fixed an issue where a border was sometimes added around text that was copied and pasted from an HTML Editor into MS Word. (PL-31865)
• Tables & Fields - Added validation to prevent fields from being created with leading numbers or spaces. (PL-32713)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• New/Edit Estimate screen - Added address line character limit validation checks (QBDT only). (PL-33480)
• New/Edit Sales Receipt screen - Added address line character limit validation checks (QBDT only). (PL-33479)
• New/Edit Invoice screen - Added address line character limit validation checks (QBDT only). (PL-33419)
• New/Edit Sales Order screen - Added address line character limit validation checks (QBDT only). (PL-33418)
• New/Edit Purchase Order screen - Added address line character limit validation checks (QBDT only). (PL-33417)
• Tables & Fields - Added validation to prevent fields from being created with leading numbers or spaces. (PL-32713)

Regards,

Jason

The following updates are now live for users of Method

New Features / Updates

• Display system page - You can now change and personalize your Organization name and the URL of your method domain. (PL-31729)

Fixes

• Estimate Reports - Fixed issue where clicking on an item on the charts was not filtering the grid below properly. . (PL-33440)

Regards,

Michael

The following updates are now live for users of Method

New Features / Updates

• Outlook Gadget - Made AODA compliant. (PL-33428)
• Donor Pages - Redesigned donor form with the new ability to add default donation amounts. (PL-32641)

Fixes

• Bills app - Fixed an issue where the snapshot on the dashboard app tile showed the incorrect count of open bills. (PL-33000)
• New/Edit Sales Order - Fixed an issue where items of type Category were shown in the Item dropdown in the line item editable grid. (QBO only). (PL-32903)
• Field Services Calendar - Improve the Usability of the Month View. (PL-33381)

Regards,

Marwan

The following updates are now live for users of Method

New Features / Updates

• HTML Editor - Updated to latest version. (PL-32593)
• Editable Grids - Object no longer marked as being in Beta in screen designer. (PL-32881)

Fixes

• Tables & Fields - Removed 'Class' from reserved words. (PL-33210)
• User Invite - Fix for users that don't go through normal invite process still shows user as "Invited". (PL-32682)
• Audit Trail System Page - Added breadcrumbs to page. (PL-32775)
• Outlook Gadget System Page - Added confirmation message to 'Disconnect' button. (PL-31988)
• Emails - Fixed issue where toggled accounts (i.e. with access to Classic & New) reached 5000 email limit prematurely. (PL-33251)

Regards,

Guillermo

The following updates are now live for users of Method

Fixes

• Display Logo - Fixed an issue where the logo uploader was not accepting logos in svg format. (PL-33306)
• New/Edit Opportunity - Fixed an issue where checking and then unchecking Create Follow Up Activity would cause an error. (PL-32854)
• Calendar - Fixed an issue where defaulting to Monthly List view prevented the screen from loading properly. (PL-33297)

Regards,

Marwan

The following updates are now live for users of Method

New Features / Updates

• Payment Gateways - New user experience for payment integration system page. (PL-33050)
• Tags - Accessibility improvements. (PL-32386)
• Editable Grids - On a grid configured to show a record selection checkbox column, the column captions will no longer disappear when selecting records. (PL-32922)

Fixes

• Editable Grids - Fixed issue where pressing the Tab key from a dropdown column would navigate you back to the top of the grid. (PL-32853)
• Grids - Fixed issue in the Manage Views panel where users would see a blank panel when trying to access the Column Visibility settings. (PL-32761)
• Activities - Fixed issue with SMS notifications not sending. (PL-32183)
• New/Edit Activity - Fixed an issue where the View Sent Email link was not appearing on activities where the email was sent from within an app ribbon panel. (PL-30702)
• Audit Trail system page - Fixed issue with Table dropdown not loading in some cases. (PL-32955)
• Audit Trail system page - Decreased padding in dropdowns. (PL-32952)
• Subscription - Fix email request for subscription to send to admins only. (PL-32968)
• Math Function - Fixes rounding up error. (PL-19132)
• Mobile - Fixed jumpy system pages on iPhone. (PL-29103)
• Platform Shell - Fixed issue where the screen was showing an incorrect title. (PL-30840)
• Email System Page - Fix to grid search error on email history. (PL-33152)
• Classic Import tool - Fixed a bug where newly signed up accounts are unable to access Classic import tool. (PL-33178)
• Payments - Updated pop-up title during charge and pre-authorization processing. (PL-32936)
• App Routine System Page - Fixes issues where routines are mistakenly labeled as deleted. (PL-33035)
• App Routines - Fixed issue where an App Routine's new name is not immediately reflected on the schedule. (PL-33163)
• Payments - Updates the title of the payments pop-up depending on whether the transaction is a charged vs pre-authorization. (PL-32936)
• TagList - Fixed discoloration when updating a TagList field on screen using actions. (PL-32173)
• Tags - Fixed issue where a tag would appear duplicated in grids after having been merged into another tag. (PL-20543)
• Tags - Fixed an issue where tags could not be added properly if the Manage Tags panel was opened. (PL-21467)
• Tags - Fixed an issue where a newly added tag would not immediately appear on the View Contact screen after navigating back from the Edit Contact screen. (PL-23928)
• Manage Apps - Fixed an issue where users were able to create custom screens with a duplicate screen name. (PL-32932)
• HTML Editor - Fixed an issue where a box/outline would appear around text when copy & pasted into MS Word. (PL-31865)
• Show Message - Fixed an issue where the screen was freezing if a user dismissed a message pop up by clicking outside the message box. (PL-33197)
• Transactions - Fixed issue where description-only lines were no longer supported on some transaction screens. (PL-33236)
• Report Designer - Fixed issue where duplicating a report template did not result in viewing new copy (original remained on screen). (PL-33296)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• Field Crew - Fixed issue where item quantities were displayed/rounded as whole numbers. (PL-32972)
• Portal Navigation - Nav bar having extra spacing when no Icon is selected for Portal link. (PL-32876)
• Account Settings System page - Fixed issue where the Account Settings hyperlink in the shell was not directing to the Account Settings homepage. (PL-32753)
• Managing Apps - Fixed empty screen issues when using browser back on mobile device. (PL-32629)
• Sales Orders app - Removed the Ship Method field for QBO, as this is strictly a QBDT field. (PL-32873)
• New/Edit Estimate - When converting an estimate to an invoice, the invoice's terms will now default to the terms set for the customer. (PL-32517)
• Price Levels - Fixed issue where price levels tables were missing in accounts. (PL-32945)

Regards,

Phil

The following updates are now live for users of Method

New Features / Updates

• New / Edit Terms screen- Improved validation rules for date-driven terms. (PL-32329)

Regards,

Guillermo

The following updates are now live for users of Method

New Features / Updates

• Activities App - Improved empty state for the list screen. (PL-32014)
• Editable Grids - Added the ability to export. (PL-25704)
• Public Pages - URL of public pages to show as the URL put in the Portal. (PL-32588)
• Audit Trail - Released a new design for the Audit Trail system page. (PL-31137)

Fixes

• QBDT Sync - Fixed issue with syncing Sales Order QBDT custom fields. (PL-31268)
• Attachments - Fixed some display issues with the attachments widget on Firefox. (PL-32269)
• Button Menu - Accessibility improvements. (PL-32515)

Regards,

Marwan

The following updates are now live for users of Method

Fixes

• Portal - Certain customized controls are showing a blank Portal screen when security on Portals is enabled. (PL-32667)
• Non admin users were able to access admin screens if they are CC'd on permissions emails. (PL-32766)
• Calendar - Fix for displaying the wrong end time for long running activities. (PL-26766)
• Items app - Fixed an issue with validation rules on the Item Name field being set for the incorrect character limit. (QBO only). (PL-32861)
• QBDT sync - Fixed sync engine error "Column 'CurrencyRef' does not belong to table". (PL-32767)
• QBDT sync - Fixed an issue where the AltContact First and Last Name were not syncing. (PL-30216)

Regards,

Jason

The following updates are now live for users of Method

Fixes

• Donor Pages app - Accessibility improvements to Get Notified screen. (PL-32720)
• App Routine System Page - Fix to browser back behavior, now appropriately leads to Account Settings. (PL-32686)
• Donations app - Accessibility improvements to Donation Email Editor. (PL-32526)
• Donation Reports - Accessibility Improvements. (PL-32548)
• Portal - Bug fix where using the Test Drive feature for the Portal was not loading the Portal navigation. (PL-32715)

Regards,

Phil

The following updates are now live for users of Method

New Features / Updates

• Minor design updates to the following system pages: Gmail Sidebar, Outlook Gadget, Zapier, API, and Mailchimp. (PL-31974)
• Donations - Accessibility improvements to New / Edit Donations screen. (PL-32545)

Regards,

Guillermo

The following updates are now live for users of Method

New Features / Updates

• App Routines System Page - Next Run Date is calculated immediately for scheduled routines, not after first run. (PL-32655)
• Opportunities app - Improved empty state for the Opportunities List screen. (PL-32015)

Fixes

• Character Function - Fixed issue with the Replace Merge Fields function where text was being merged on strings that closely resembled field names (i.e. Activity Comments vs Activity.Comments). (PL-32315)
• App Marketplace - Fixed issue where deleted custom apps still appeared in the app marketplace. (PL-32401)
• Editable Grids - Fixed issue where the header bar would display 'All 1 records selected' when having selected a single record. (PL-29470)
• App Routines - Corrected the display of Next Run Date to include time. (PL-32659)
• App Routines System Page - Fixed issue where search box was misaligned for iPhone/iPad. (PL-32623)
• Donations - Accessibility improvements to Donation Email Editor. (PL-32525)
• Work Orders - Fixed issue where print templates were missing from Work Order Reports screen. (PL-32646)
• Donations - Accessibility improvement fixes UI issues when zooming. (PL-32535)
• Bug Fix - invited users who accept the invitation were still showing as invited user. (PL-32560)
• Tables & Fields - Fixed issue with Advanced Inventory fields linked incorrectly. (PL-32698)

Regards,

Phil