Method Community

 

Release Notes

  • Method Updates & New Features - July 29th, 2021

    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

  • Method Updates - July 26th, 2021

    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

  • Method Updates - July 22nd, 2021

    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

  • Method Updates - July 1st - 21st, 2021

    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

  • Method Updates - June 30th, 2021

    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

    • Method Updates & New Features - June 21st, 2021

      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

    • Method Updates & New Features - June 17th, 2021

      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

    • Method Updates - June 15th, 2021

      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

      • Method Updates - June 9th, 2021

        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

        • Method Updates - June 7th, 2021

          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

        • Method Updates - June 2nd, 2021

          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

        • Method Updates & New Features - May 28th, 2021

          The following updates are now live for users of Method

          New Features / Updates

          • Portal System Page - New and improved design update on the Portal System Page. (PL-32184)

          Fixes

          • Copy Screen Tool - Fix for error when using AppRoutineOverwrite flag. (PL-32631)
          • App Routines System Page - UI clean up on breadcrumbs and spacing. (PL-32625)
          • Audit Trail - Stopped HTML from rendering in the Details column. . (PL-31219)

          Regards,

          Marwan

        • Method Updates - May 27th, 2021

          The following updates are now live for users of Method

          New Features / Updates

          • Email Campaigns - Added a more helpful empty state for the list screen. (PL-32330)
          • Account Settings > App Routines - System Page redesign provides the ability to see historyical app routine executions and a global list of all schedule app routines in your account. (PL-32387)

          Fixes

          • Opportunity Reports - Fixed an issue where the peer-to-peer record sharing permissions were not properly applied on the Assigned To dropdown. (PL-32427)

          Regards,

          Phil

        • Method Updates - May 21st, 2021

          The following updates are now live for users of Method:

          New Features / Updates

          • Editable Grids - Added a Row Click event. (PL-32185)
          • HTML Editor - Validation rules are now supported. (PL-31946)

          Fixes

          • Tables & Fields - Fixed an issue that caused duplicate tables and print generation errors in some cases. (PL-32575)
          • Work Orders - Removed duplicate app routine for QBO US Bulk Invoicing. (PL-32489)

          Regards,

          Guillermo

        • Method Updates - May 19th, 2021

          The following updates are now live for users of Method

          New Features / Updates

          • App Routine System Pages - Accessibility Improvements. (PL-32347)

          Fixes

          • App Routine Management - Minor design improvements for mobile devices on the Edit Schedule screen. (PL-32144)
          • Mobile app - Scroll not working when viewing an estimate using two custom Advanced Search fields. (PL-31395)

          Regards,

          Phil

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