Search results by user ID 6685

Method Updates & New Features - July 29th, 2021

Method_Marwan — Thu, 29 Jul 2021 15:56:00 GMT

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 22nd, 2021

Method_Marwan — Thu, 22 Jul 2021 19:17:00 GMT

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 & New Features - June 17th, 2021

Method_Marwan — Thu, 17 Jun 2021 20:17:00 GMT

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 & New Features - May 28th, 2021

Method_Marwan — Fri, 28 May 2021 19:29:00 GMT

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 6th, 2021

Method_Marwan — Thu, 06 May 2021 19:00:00 GMT

The following updates are now live for users of Method

Fixes

Email System Page - Fixed issue where email signature field is not saving. (PL-32368)

Regards,

Marwan

Method Updates - April 30th, 2021

Method_Marwan — Fri, 30 Apr 2021 16:49:00 GMT

The following updates are now live for users of Method

Fixes

Items app - Improve character limit validation on Item Name field. (PL-31860)
Signature - Fixed issue where signed date appear as GMT regardless of user's timezone. (PL-32286)
Classic Customer Portal - Fix for issue where Customer Portal link for Classic is re-directing to our home page when clicked 2nd time. (PL-32272)
New/Edit Purchase Order screen - Fixed issue where the attachments widget was missing the Include in Email checkbox. (PL-32305)

Regards,

Marwan

Method Updates - April 22nd, 2021

Method_Marwan — Thu, 22 Apr 2021 13:58:00 GMT

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 - Dec 30, 2020

Method_Marwan — Wed, 30 Dec 2020 20:45:00 GMT

The following updates are now live for users of Method

Fixes

App Routines - Fix for App Routines running even though it is inactive. (PL-30556)

Regards,

Marwan

Method Updates & New Features - November 27th, 2020

Method_Marwan — Fri, 27 Nov 2020 21:08:00 GMT

The following updates are now live for users of Method

Updates

Field Services - Offering Sign Up Page.

Fixes

Creating a dropdown field in a multi-tenancy account will now default the values in the dropdown to the current tenant instead of the main tenant. (PL-29630)
Fixed an issue with using the 'Prepare for Accounting' action across tenants in a multi-tenancy environment. (PL-30008)
Fixed entity merge issue that occurred when the entity had data in the shipping address. (PL-29811)

Regards,

Marwan

Method Updates - Nov 12, 2020

Method_Marwan — Thu, 12 Nov 2020 19:38:00 GMT

The following updates are now live for users of Method

Updates

A fix for Customers signing up in Mountain Standard Time were getting Yukon Time set instead causing their Dashboard to not load.
Fixed issue where changing the password on Profile page does not save the first time.
Reports and Templates system page should display templates from the start (conversion no longer required for new accounts
Fixed issues with delays in email analytics (Sent/Opened/Clicked)

Regards,

Marwan