Method Community

 

Release Notes

  • Method Updates - April 26th, 2021

    The following updates are now live for users of Method

    Fixes

    • Work Orders - Fixed installation issues. (PL-32190)
    • Insert Record Into Table action - Fixed issue where duplicating a record in the Time Tracking table was not populating the Item field correctly. (PL-30085)

    Regards,

    Guillermo

  • Method Updates - April 23rd, 2021

    The following updates are now live for users of Method

    Fixes

    • Send Email screen - The value for the To Be Included in Email checkbox on attachments now carries over properly from the selected email template. (PL-31494)
    • Time Tracking - Fixed issue that allowed entering a negative duration. (PL-32076)
    • Zapier - Fixed error when trying to connect Zapier to Method Account. (PL-32222)

    Regards,

    Guillermo

  • Method Updates - April 22nd, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • Date Functions action - Added a new "Convert to UTC" function. (PL-31998)

    Fixes

    • DateTimePicker - Fixed issue where calendar does not close when tabbing away
    • Dropdown - Fixed issue where tabbing focused on x before navigating to the next component. (PL-31757)
    • Work Orders - Fixed issues where end date selection was not respected when creating a work order from the calendar. (PL-32028)
    • Edit Entity screen - Fixed an issue where the Billing and Shipping Address field captions were set to the wrong color. (PL-32077)
    • Sign Up - Fixed issue where accounts were unable to connect to QBO. (PL-32152)
    • Manage Apps - Fixed an issue in multi-tenant accounts where the screen version Set Status screen was not loading for sub-tenants. (PL-32160)
    • Attachments - Fixed an issue where some users were not able to see past the first 6 attachments for any given record. (PL-31774)
    • Go To Screen action - When using the Parameters section to populate Date/Time fields on the destination screen, date/time values would change. (PL-31664)
    • Tags - Fixed issues with tags that include apostrophes. (PL-30433)
    • Multi-tenancy - Stock screens appearing in each tenant will now respect that tenant's accounting package, instead of always defaulting to the parent tenant's accounting package. (PL-27160)
    • DateTimePicker - Fixed issue where typing and selecting dates sometimes does not save. (PL-31852)
    • DateTimePicker - Adds scrollbar to Month/Year sections. (PL-32082)

    Regards,

    Marwan

  • Method Updates - Apr 20th, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • Add Attachment to Record ID action - Added the ability to configure the value for "Include in Email" checkbox. (PL-31932)

    Fixes

    • App User Permission not editable. (PL-32134)
    • Donations & Sales Receipts - Display total footer below editable grid. (PL-18104)
    • Donations - Fixes issue with missing Qty & Rate columns (QBDT). (PL-18100)
    • Donations - Fixes issue when amount was not immediately calculated when selecting an item. (PL-17358)
    • Donations - Fixes issue where QTY and Tax displayed default values before selecting an item (QBO). (PL-17094)
    • Go To Screen action - Fixed issue where some screens were not available to be selected. (PL-32092)
    • Save Validation - Fixed an issue where a field failing validation on save was not being focused on, and thus users were likely to not be aware of the error. (PL-31794)
    • Attachments - Fixed an issue where some attachments were not being displayed on Google Chrome. (PL-31774)

    Regards,

    Jason

  • Method Updates - Apr 15th, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • HTML Editor - Removed the character count section at the bottom of the editor to provide more potential real estate for the editor's content. (PL-31958)
    • Editable Grids - Improved formatting of the widget's overall caption. (PL-28328)
    • Recurrence Widget - Accessibility improvements. (PL-31541)

    Fixes

    • Import tool - Fixed the field length validation on the FirstName field. (PL-31402)
    • Fixed issue with 'Request Admin Access' email sending to all users instead of just admins (PL-31991)
    • Gmail Sidebar Account Settings Page Fixed iissue with browser back . (PL-31997)
    • Editable Grids - Fixed an issue where using the Up/Down keyboard keys would not properly trigger a column's change event actions, and sometimes led to values saving incorrectly. (PL-31960)
    • New/Edit Estimate - Minor accessibility improvements. (PL-31755)
    • Editable Grids - Fixed issue where screen controls could not be used for a column's default value. (PL-31631)
    • Attachments - Fixed an issue where showing a previously hidden attachments widget was not properly displaying the attachments themselves. (PL-31592)
    • Screen Designer - Fixed an issue where the Hide Caption setting for Toggle objects was not properly being displayed. (PL-31020)
    • Attachments - Fixed an issue where clicking an attachment added to an unsaved record gave an error. (PL-30841)
    • Manage Apps - Fixed an issue where screens and versions were not properly displaying the Last Modified By value. (PL-32066)
    • Dashboard - Fixed an issue where the record counts on the app tiles were not properly being calculated. (PL-32072)
    • Attachments - Fixed an issue where attachments sometimes couldn't be viewed or downloaded on the Send Email screen. (PL-31604)
    • Manage Apps - Fixed an issue where some users were incorrectly seeing test versions of a screen instead of the live version. (PL-32090)
    • Email System Page - Added validation to required fields when setting up email providers. (PL-22827)
    • Email System Page - Fixes issue where the wrong price per email was displayed. (PL-32018)
    • Email System Page - Fixes grammar and spelling issues on Retry Email modal. (PL-32034)
    • Email System Page - Fixes issue where Email history screen did not respect account Time Zone. (PL-32067)

    Regards,

    Phil

  • Method Updates - April 12th, 2021

    The following updates are now live for users of Method

    Fixes

    • Email System Page - Fixes issues with breadcrumbs. (PL-31970)
    • Email System Page - Fixes issues with missing link on mobile. (PL-31972)
    • Loop Through Attachment - Now works for records in the general Item table; no longer need to set it up for a specific ItemType table view. (PL-31445)
    • Loop Through Attachment - Fixed error when user isn’t MethodSupport (Multi-Tenant Account). (PL-30438)
    • Fix an error users where getting on Account Selection when signin in. (PL-31994)

    Regards,

    Guillermo

  • Method Updates - April 7th, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • Design updates to the Sign In page. (PL-30292)
    • Design updates to the Sign In account selection screen. (PL-31928)
    • Reports System Page - Add admin permission requirements to access. (PL-31363)
    • Design updates to the User Email Settings screen. (PL-31007)
    • Design updates to the Account Email Settings screen. (PL-31006)

    Fixes

    • Charts - Fixes issue where actions cannot detect primary axis values when grouping date fields. (PL-17637)
    • Attachments - Fixes issue where attachments with asterisks cannot be sent in Method. (PL-23596)
    • Text Inputs - Fixes issue where users where unable to copy field caption . (PL-28401)

    Regards,

    Phil

  • Method Updates - April 5th, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • Editable Grids - Accessibility improvements. (PL-31311)

    Fixes

    • Calendar - Fixes some misaligned icons on component. (PL-19019)
    • Components - Fixes issue where multiple components had unbolded captions (text inputs, dropdowns, attachments, etc). (PL-31814)
    • Donations - Fixes issue on 'Donor Summary Letter' report generation. (PL-22054)
    • Donations - Fixes issue where Leads are automatically converted to Customers after a new donations (QBOG). (PL-24812)
    • Fixed issue with calculation of QBO Global subtotals when a discount is applied . (PL-31539)
    • HTML Editor - Stopped automatically appending http:// to URL links inserted into the editor. (PL-31793)
    • Loop Through Attachments action - Improved the action so it now works on both the general Item table and also each individual Item Type table. (PL-31445)
    • Loop Through Attachments action - Issue in multi-tenant accounts where not all attachments were being looped through for certain users. (PL-30438)
    • Text Input - Fixes issue with thousand separator setting when customizing. (PL-21974)

    Regards,

    Guillermo

  • Method Updates - March 26th, 2021

    The following updates are now live for users of Method

    Fixes

    • Work Orders - Fixes issue with button menu visibility when browser uses high zoom. (PL-31642)
    • Donor Pages - Fixes issue with duplicate Donor names due to extra spaces. (PL-29018)
    • Reports - Fixes error when copying reports across accounts as a 'Reseller'. (PL-31701)
    • New/Edit Case - Case Description field caption was showing HTML code. (PL-31744)

    Regards,

    Guillermo

  • Method Updates - March 24th, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • Field Crew App - Accessibility Improvements. (PL-31563)
    • Zapier System Page - Segmented zap templates by the benefits: Grow Sales, Get Organized, Increase Efficiency. (PL-31617)
    • New design of the Method:Sidebar for Gmail system page . (PL-30397)
    • New design of the Outlook Gadget system page . (PL-30396)

    Fixes

    • New/Edit Bill (QBO Global) - Updated so the Tax column appears on the line item grid when either Inclusive and Exclusive tax calculations are selected. (PL-16269)
    • Sync System Page (QBO) - Update to show on screen that the sync engine is disconnected after clicking 'Disconnect Sync'. (PL-31455)
    • Actions - Update formatting examples in Date Function. (PL-20610)

    Regards,

    Phil

  • Method Updates - March 22nd, 2021

    The following updates are now live for users of Method

    New Features / Updates

    • HTML Editor - New updated design and UI. (PL-31000)
    • Time Tracking App - Accessibility Improvements. (PL-31520)

    Fixes

    • Sign Up - Sign Up: Newly created account has to be displayed first on Select Account page of Sign In. (PL-536)
    • Customer Form - Remove spaces from FullName before checking for duplicates. (PL-29017)
    • HTML Editor - Not always populating as expected when creating new records in an App Ribbon panel. (PL-30970)
    • HTML Editor - Adding unnecessary paragraph tags in the source code. (PL-30802)
    • HTML Editor - Fixed issue where formatting wasn't properly saved on Preferences screens. (PL-29589)
    • HTML Editor - Unable to paste text from clipboard in some scenarios. (PL-29150)
    • HTML Editor - Unable to paste text into the editor on a mobile device. (PL-27402)
    • HTML Editor - Unsaved text gets lost when toggling between different App Ribbon tabs. (PL-27254)
    • HTML Editor - Issues using voice to text or predictive text. (PL-27233)
    • HTML Editor - Clicking into an HTML Editor does not close any previously opened dropdown menus or date time pickers. (PL-22010)
    • Activities - Fixed issue where sending an email from the New/Edit Activity screen inside an App Ribbon panel didn't properly save the activity comment. (PL-29951)
    • SaaSphalt - Not able to save changes in the Estimate About Us and Footer fields. (PL-29119)
    • Character Function - Fixes issue where merge action replaced field value by matching a string rather than full field name. (PL-19966)
    • Fixed time errors for certain timezones. (PL-31394)
    • Customer Portal - Added a warning preventing duplicate payments to invoices (issue arose due to unsynced payment). (PL-28438)

    Regards,

    Guillermo

  • Method Updates - March 17th, 2021

    The following updates are now live for users of Method

      Fixes

      • New/Edit Inventory Part - Improved validation logic for the Track Qty on Hand field. (PL-31446)

      Regards,

      Phil

    • Method Updates - March 16th, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • Accessibility improvements on the Display system page. (PL-31318)

      Fixes

      • Proposals - ACH and Bank transfers payments marked PENDING will be considered successful and display a message with information about processing times. (PL-31510)

      Regards,

      Jason

    • Method Updates - March 15th, 2021

      The following updates are now live for users of Method

      Fixes

      • Transaction screens (QBO) - Removed "Non" as an available option in the Tax dropdown for the overall transaction itself. This value is meant to be used on the line item level. (PL-17727)
      • App Routines - Input values are not case sensitive (match action result behaviour). (PL-29126)
      • Button Menu - Accessibility improvements around tabbing highlights. (PL-30975)
      • Navigation - Fixed a bug where clicking on the app name on the shell should take you back to the main screen of the app. (PL-31270)

      Regards,

      Guillermo

    • Method Updates - March 10th, 2021

      The following updates are now live for users of Method

      New Features / Updates

      • Charts - Accessibility Improvements. (PL-30553)
      • Field Services - Work Orders app is required before installing Field Crew app. (PL-31149)

      Fixes

      • Sync Conflicts page - Added ability to see more than the first 10 fields in Record Details grid. (PL-31198)
      • Sync Conflicts page - Going back to the Sync Conflicts Page from the Sync Conflicts Details page now retains the page you were on in the list. (PL-31197)
      • Sync Conflicts page - Fixed the Select All Records grid option. (PL-24792)
      • Gmail Sidebar - Fixed an issue with adding attachments to Method through the Sidebar. (PL-31429)
      • Unable to scroll using up/down arrows from the keyboard. (PL-30869)
      • (Firefox) vs other browsers: shift+tab after entering app via left nav brings focus back to app. (PL-30669)
      • Sync Conflicts Page - Select All Records Does not work (no longer works). (PL-31515)
      • Sync Conflicts Page - Back button navigates grid, rather than screen navigation. (PL-31514)
      • Enable/Disable Controls on Screen action - Fixed issue where enable/disable actions did not work as expected when targeting the control from which the action was triggered. (PL-31493)
      • Character Function - Fixed issue where Merge Fields function did not work properly on records in the Users table, for multi-tenant accounts. (PL-30225)
      • Button Menu - Fixed an issue where menu was not closed when tabbing away. (PL-30807)
      • Button Menu - Additional accessibility improvements. (PL-30926)
      • Validate Controls on Screen action - Now supports validation of dropdown fields. (PL-20603)
      • Multi-currency - Minor improvements and bug fixes on stock transaction screens. (PL-29373)
      • Activity List - Improved formatting of the Due Date End column. (PL-31492)
      • SaaSphalt - SaaSphalt app is required before installing SaaSphalt Crew Leader app. (PL-9228)

      Regards,

      Phil

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