Method Community

 

Release Notes

  • Method Updates - April 26th, 2017

    The following updates are now live for users of Method.

    Features
    • Added the ability to bold captions on HTMLEditor object in Designer (PL-10410)

    • Increased the limits of file uploader/image uploader attachments from 5mb to 25mb (PL-10844/PL-10853)

    • Added the ability to disable sections using the enable/disable action in Action Editor (PL-10744)

    • Renamed DeleteFromDesktop conflicts to Missing from QuickBooks and implemented a system for resolving Missing from QuickBooks conflicts (PL-10197)

    • Added HTTPS support for MIURL.CC links (PL-10513)

    Bugs
    • Fixed app ribbons to be be refreshed when changing a screen’s active record ID (PL-10852)

    • Fixed the TagList control to be refreshed when changing a screen’s active record ID (PL-11062)

    • Fixed issue preventing the TagList field from being updated using actions (PL-10973)

    • Fixed issue with copy screen which set Live versions to be editable (PL-11081)

    • Fixed issue with comparison of date fields not returning the correct result when using greater than or less than (PL-10728)

    • Fixed issue preventing designer preview not working for live versions (PL-10805)

    • Fixed issue with images not displaying with the correct alignment correctly on Public Pages (PL-10832)

    • Fixed issue where creating a new activity from Opportunity App Ribbon did not populate contact information (PL-11127)

    • Fixed issue where follow-up activities for cases were not correctly linked for some users (PL-11163)

    • Fixed issue where creating an Item without an expense account would generate an error (PL-11129)

    • Fixed issue where some users were able to modify the rate of “Bundle” items in QBO (PL-10890)

    • Fixed issue where the user signed in was being BCC’d on notification emails from the opportunities app (PL-11128)

    • Fixed issue where some users were able to see the Assigned To field in the Contacts app when connected to QBD (PL-10110)

    • Fixed issue where the number of payments in the app ribbon did not match other apps (PL-11149)

    • Fixed issue that may have caused errors when trying to load Preferences screens. (PL-9882)

    • Fixed issue where subscribed users were being asked to resubscribe when account on hold. (PL-10906)

    • Fixed an issue in the iOS app that allowed users to connect to non-production environments (PL-11035)

    • Improved conflict messaging when a record is locked in QuickBooks (PL-9721)

    • Improved the conflict details page to conform with Method’s design styles (PL-10196)

    • Improved the warning message when resetting a QB file to sync with, providing a clear explanation of when this feature should be used (PL-9949)
    Cheers
    Jon
  • Method Updates - April 12th, 2017

    The following updates are now live for users of Method.

    Features

    • Added ability to delete archived versions of Method screens  (PL-9416)

    • Updated the Activities App to have a fresh look when creating activities (PL-9873)

    • Enhanced the Call Web Service action to support additional HTTP methods such as Get, Post, Put and Delete. (PL-10606)

    • Added ability to make archived versions live (PL-10541)

    • Added the ability to manage delete rights on all apps (PL-10757)

    Bugs

    • Fixed issue causing some file attachments to be removed when save is called twice in an action set (PL-10737) Note: This issue only affects attachments uploaded using the legacy file uploader control.
    • Fixed issue preventing some QBO users from selecting the ‘My Contacts’ view on the Contact List screen (PL-10739)

    • Fixed issue preventing some QBO users from being able to add contacts to campaigns in the Email Campaign app (PL-10738)

    • Fixed issue causing default values on dropdowns to be populated on existing records in cases where a value had not been previously selected (PL-10712)

    • Fixed issue with looping through grids not respecting advanced search parameters (PL-10749)

    • Fixed issue preventing linked image columns to be displayed in grids (PL-10462)

    • Fixed issue preventing the current username to be defaulted on drop downs after a clear screen had been called (PL-9616)

    • Fixed issue causing duplicate snapshots to be visible within Manage Apps (PL-10173)

    • Fixed issue with Go To Screen action displaying the Contacts app as Entity (PL-10707)

    • Fixed issue preventing icon orientation from displaying correctly on runtime screens (PL-10742)

    • Fixed issue preventing newly created table fields to be displayed in Action Editor (PL-9767)

    • Fixed issue with screen copy to ensure all live accounting type versions are copied (PL-10820)

    • Fixed issue with Payments Apps where the “Auto-Apply” flag was not set to checked by default (PL-10757)

    • Fixed issue with Case URL generation causing an error when no email has been specified for a Contact (PL-10812)

    • Fixed issue where portal link was not visible to some users on the Edit Case screen (PL-10813)

    • Fixed issue where all accounts were being shown in the “Deposit To Account” field in the Sales Receipts and Payments Apps (PL-10814)

    • Fixed Cases Created Date Header not visible to all users (PL-10819)

    • Fixed Issue where Lead Sources could not be managed on the Contacts App (PL-10810)

    • Fixed Issue where Payment Gateways required users to specify a two digit country code on Donor Pages (PL-10897)

    • Fixed issue on Payments App where Clear and New was not hiding all objects on screen (PL-10826)

    • Fixed issue where rate could be modified in QBO for Item Bundles (PL-10890)

    • Fixed issue on the Invoices App where Clear and New was hiding the Assigned To Field (PL-10907)

    • Fixed issue on the Invoices and Sales Orders App where removing Bill Address 1 created a Runtime Binding Error (PL-10920)

    • Fixed issue where Inventory Items were not allow users to set a start date for QBO (PL-4825)

    • Fixed an issue causing the export to MailChimp (Method Classic) feature to timeout when exporting a very large list (PL-10391)

    • Fixed an issue preventing roaming (for RightNetworks users) from being activated on multi tenant accounts (PL-10628)

    • Fixed an issue preventing payments from syncing when created via the API and the IsAutoApply flag was not specified (PL-10694)
  • Method Updates - March 29th, 2017

    The following updates are now live for users of Method.

    Features

    • Added an attachments control to designer, which allows users to attach multiple files to a recordID using drag & drop functionality (PL-5875)

    • Fresh re-design to opportunities app using a New / Edit Opportunity screen(PL-9863)

    • Added support for print templates on Purchase Orders for both QBO and QBD (PL- PL-10756)

    • Improved the Send Email action to allow app developers to include attachments added using the new attachment control (PL-5875)

    Bugs

    • Fixed issue with users not getting directed to the correct screen when using Sign In With Google. (PL-9296)

    • Improved handling of ambiguous addresses when plotting map point. (PL-9285)

    • Fixed issue that caused newly created app ribbons to error on click (PL-10490)

    • Fixed issue causing grid views from being displayed in the order that they are defined in Designer (PL-10412)

    • Fixed issue with the Insert Values Into Table action displaying Linked Fields (PL-10104)

    • Fixed issue with the Update Values On Screen action filtering out fields from grids (PL-10105)

    • Fixed issue preventing users from editing existing Credit Card Processing actions (PL-10582)

    • Fixed issue related to Auto-Apply Payments on Receive Payments App Impacting some Users (PL-XXXX)

    Cheers,

    Michael

  • Method Updates - March 16th, 2017

    The following updates are now live for users of Method.

    Features
    • Greatly reduced sync time of records to QBO when making changes via Method’s API (PL-8227)

    • Added ability to export data from a grid (PL-4923)

    • Added a new action to allow app developers to expand & collapse sections (PL-9490)

    • Added a new action to allow app developers to open the right panel to display system panels (PL-6690)

    • Increased character limit on tags to 50 (PL-9502)
    Bugs
    • Fixed an issue that was causing the iOS and Android apps to crash when selecting a link in some cases (PL-9276, PL-9249)

    • Fixed QBO sync so that tokens are refreshed automatically as expected removing the need for users to reconnect every 6 months (PL-9923)

    • Fixed an issue that was creating DeleteFromDesktop conflicts when transaction history was lowered on QBDT account (PL-10013)

    • Fixed an issue with payments auto-applying regardless of selection for QBDT accounts (PL-10207)

    • Fixed an issue that was falsely flagging some users’ Google Calendar connections as expired and preventing sync (PL-10235)

    • Fixed an issue where signup and signin would show an unsecure connection warning for some users (PL-10218)

    • Fixed issue preventing checkboxes & radio buttons from gaining focus when tabbing through the UI (PL-7555)

    • Fixed issue preventing users from editing fields within the Tables & Fields screen (PL-10253)

    • Fixed issue preventing In List & Not In List comparisons from evaluating correctly (PL-10365)

    • Fixed issue with conditional statements causing runtime error when comparing a number with a blank value (PL-10298)

    • Fixed issue with Update Value In Table causing an error when trying to update a date field with a blank value (PL-10301)

    • Fixed issue with Generate Report action failing causing an error when using a Shared User variable in the selection criteria (PL-10395)

    • Fixed issue causing loop values to become unselectable when using a loop through grids inside of another loop through grid (PL-10416)  
    Cheers,

    Audisho

  • Method Updates - March 2nd, 2017


    The following updates are now live for users of Method.

    Features

    • Estimates, Invoices, Sales Orders and Receipts now support QuickBooks Price Levels (PL-4180)
    • General QuickBooks Online sync performance improvements for record creation, modification and deletion (PL-8227)

    Bugs

    • Fixed an issue with using MIURL link to access Method Classic on mobile devices (PL-9944)
    • Fixed issues that may have caused errors when accessing Preferences (PL-10083, PL-9884)
    • Fixed an issue with testing email preferences when using Office 365 (PL-9854)
    • Fixed an issue where users who did not have multiple accounts were seeing the option to Switch Account in the right menu. (PL-9443)
    • Fixed issues for the Method Classic Calendar related to daylight savings time. (PL-9294)
    • Fixed an issue causing QBDT sync to fail when a report was too large (PL-8873)
    • Fixed an issue that was calculating tax rates incorrectly on some QBO Global accounts (PL-9445)
    • Fixed an issue that was causing the sync engine to crash for some users (PL-9564)
    • Fixed an issue that was causing the Gmail Gadget to hide sales receipts for Method New users (PL-9761)
    • Fixed an issue that was calculating totals incorrectly when an invoice included a subtotal and a discount line (PL-9760)
    • Fixed an issue with Google Calendar that would show 2 contradicting sync result messages in some situations (PL-9812)
    • Fixed an issue preventing the print in group value from syncing for QBO bundles (PL-10014)
    • QBO USA and QBO Global are now able to view Estimate Statuses on the Estimate List (PL-9713)
    • Fixed issue when Sales Receipt rates were showing 5 decimal places (PL-9651)
    • Fixed issues where some users we’re receiving more than 5 test emails when using the Email Campaign’s app (PL-9996)
    • Fixed issue where some users of QBO Global were unable to view their Sales Receipts (PL-10144)

    Cheers,
     
    Michael

  • Method Updates - February 23rd, 2017

    The following updates are now live for users of Method.

    Bugs

    • Fixed issue preventing app installations from installing required fields for apps (PL-9850)
    • Fixed issue causing the ‘Compare As’ drop down to be displayed in criteria builder when using a comparison of Is Empty or Is Not Empty (PL-9764)
    • Fixed issue with action results & controls not displaying correctly in the Show Message action (PL-9912)
    • Fixed issue with control drop down not filtering search results in the Show Message action (PL-9911)
    • Fixed issue preventing the current version of a screen not being displayed correctly in Designer (PL-9946)
    • Fixed issue causing disabled drop downs to become enabled on click (PL-9947)
    • Fixed padding inside of the Payment Widget (PL-9940)
    • Fixed issue preventing live screen versions from displaying on public pages (PL-9936)
    • Fixed issue preventing users from copying the Guest - View Estimate screen (PL-9938)
    • Fixed issue preventing users from deleting records using a selection criteria referencing a field record ID (PL-9917)
    • Fixed issue preventing newly attached files to be included on sent emails (PL-9602)
    • Fixed issue preventing the Set Focus action from running when used in screen load or onfocus events (PL-9960)
    • Fixed issue preventing users from adding filtering to app snapshots (PL-10095)
    • Fixed issue causing date picker captions to not display in bold when viewed on a mobile device (PL-10169)
    • Fixed issue preventing app developers from using action results in the Set Active Record ID action (PL-10170)
    • Fixed issue preventing users from modifying portal navigation links in Designer (PL-10177)

    Cheers

    Jon

  • Method Updates - February 15th, 2017

    The following updates are now live for users of Method.

    Features

    • Added ability to rename, merge, and delete tags (PL-6699)

    • Added ability to bold captionfor tag list control (PL-9752)

    Bugs

    • Fixed issue preventing loop values from being accessible in expressions (PL-9604)

    • Fixed issue causing Contacts app to be displayed with the name Entity in Subscriptions and Go To Screen action (PL-9758)

    • Fixed issue causing drop down values to appear bolded when the caption is set to bold (PL-9614)

    • Fixed issue on the New Contact screen causing the image placeholder to not display (PL-9777)

    M:Classic Features

    • Added ability to upgrade to a Method prepay subscription plan. (PL-(9833)

    Cheers

    Jon

  • Method Updates - February 8th, 2017

    The following updates are now live for users of Method.

    Features

    • Added ability to use Office 365 SMTP server. (PL-9737)

    Bugs

    • Fixed an issue causing payments to sync to QBO as unapplied. (PL-9710)

    Cheers

    Audisho

  • Method Updates - February 2nd, 2017

    The following updates are now live for users of Method.

    Features

    • Added ability to subscribe or upgrade to a Method prepay subscription plan. (PL-7885)

    • Added ability to invite users on sign up for QBO. (PL-8668)

    Bugs

    • Improved performance of subscription pages. (PL-9184)

    • Fixed issue with setting up Peer-to-peer user permissions. (PL-9419)

    Cheers

    Michael

  • Method Updates - February 1st, 2017


    The following updates are now live for users of Method.

    Features

    • Implemented sync retry algorithm, improving performance of QBO sync (PL-8229)

    • Intuit Payments for QBO is now supported on Donor Pages (PL-9328)

    • Added the ability to reference URLs stored in action results & screen controls when using the Go To Web Page action (PL-9329)

    • Updated style of Designer and removed the top & right side navigation menus  (PL-9465)

    Bugs

    • Fixed syncing of QBO item bundles that contained items with decimal quantities (PL-9172)

    • Fixed an issue preventing changes only syncs from being run on some accounts (PL-9156)

    • Fixed inconsistent sync history settings between Classic and New for toggled QBDT accounts (PL-8381)

    • Fixed an issue that was opening a safari tab when signing into an account in the iOS app (PL-9563)

    • Fixed Google Calendar background sync so that calendars sync automatically as expected (PL-9624)

    • Stopped overwriting vendor tax ID with a masked value in QBO (PL-9052)

    • Estimate status will be updated to "Closed" when converting to an invoice for QBO accounts (PL-7316)

    • Fixed Save & New clearing out all default fields on New Opportunity Screen (PL-9369)

    • Updated "SectionEmailSent" section on the Edit Activity screen to read "Previous Email" (PL-9368)

    • Fixed an experience where some users were able to save activities with a Due Date earlier than the activity start date (PL-9226)

    • Delete button would appear for some users when adding a new item to a donation before it was created (PL-9549)

    • Activities related to a case would sometimes throw an error at runtime when the app ribbon was clicked (PL-9525)

    • Activities related to a contact would sometimes throw an error at runtime when the app ribbon was clicked (PL-9589)

    • Some users experienced action sequence errors in the New / Edit Payment screen related to changes in the CreditCardProcessing Action (PL-9667)

    • Fixed issue causing the ‘In List’ comparison to return records having field values of null (PL-9421)

    • Fixed issue preventing users from being able to select required fields in the Retrieve Value From Table action (PL-9364)

    • Fixed issue preventing users from deleting records using a selection criteria referencing drop down values (PL-9359)

    • Fixed issue preventing users from re-ordering columns in a grid (PL-9293)

    • Fixed issue in criteria builder causing table fields to be displayed within the right hand side drop down (PL-9429)

    • Fixed issue in criteria builder preventing the default value of Yes/No to be saved (PL-9545)

    • Fixed issue preventing app developers from selecting the payment widget in the Assign Value to Action Result action (PL-9526)

    Cheers

    Audisho

  • Method Updates - January 18th, 2017

    The following updates are now live for users of Method.

    Features

    • Description only lines (lines without an item) will now sync from QBO to Method (PL-7925)

    • Added support for landscape mode to the Method Mobile App (PL-6801)

    • Improved property defaults on controls in Designer (PL-9196)

    • Added Font Weight property to the text input control (PL-9208)

    • Added New Vendor to the New / Edit Bill Screens for All Accounting Versions (PL-9367)

    Bugs

    • Fixed issue with using (USA)-T-Mobile as provider for SMS reminders. (PL-8239)

    • Fixed “Get Started With Method” panel style issues when using Safari. (PL-8836)

    • Fixed an issue preventing items from syncing for some QBDT users (PL-8598)

    • Moved the “Reset Synced Computer Name” and “Reset Synced QB File” links underneath the current values instead of having them appear to the far right (PL-9007)

    • Fixed a bug when changing screen rotation on a mobile device while the left nav is open (PL-9029)

    • Fixed a bug preventing scrolling all the way to the bottom of screens in the mobile app in landscape orientation (PL-6801)

    • Fixed issue preventing users from deleting a ‘Test For Me’ screen version  when no live version is set (PL-9183)

    • Fixed issue with Generate Report action producing an error when multiple selection criteria is specified (PL-9232)

    • Fixed issue with Date Function action not formatting dates correctly (PL-9233)

    • Fixed issue with Action Editor not displaying selected field values (PL-9238)

    • Fixed issue preventing users from adding grid view selection criteria (PL-9237)

    • Fixed issue with Action Editor whereby loop values are visible in actions, even though the action is not contained within a loop (PL-9273).

    • Fixed issue with Action Editor whereby loop values were not visible in several actions, even though the action is contained within a loop (PL-9347)

    • Fixed issue where some users were unable to view cases inside of the Guest-Portal (PL-8634)

    • Fixed issue where users were unable to add a new item to Purchase Orders (PL-8624)

    • Fixed issue where some QuickBooks Global users were unable to create Purchase Orders (PL-8623)

    • Delete message in donations app updated for minor grammatical errors (PL-8705)

    • Fixed issues where some users experienced issues with setting Donor Classes (PL-9143)

    • Fixed issues where some users were not able to Create an Invoice from an Estimate (PL-9189)

    • Fixed issues where some Paypal users were unable to process payments on Donor Pages (PL-9189)

    Cheers

    Michael

  • Method Updates - January 5th, 2017

    The following updates are now live for users of Method.


    Features

    • Added new action “Go To Web Page”, allowing app developers to direct users to a web page using actions (PL-3056)


    Bugs

    • Fixed spacing issue within the icon on the Tables & Fields page (PL-8686)

    • Fixed issue causing the DataExtDef table to be displayed on all search results on the Tables & Fields page (PL-6987)

    • Fixed issue preventing help text for row icons on the Field List page to not be displayed (PL-8196)

    • Fixed spacing issue on the TagList control caption color drop down within Designer (PL-6253)

    • Fixed spacing issue within the selected tag list area in advanced search for grids (PL-6497)

    • Fixed issue preventing users from accessing action results in conditional statements when placed inside of a loop (PL-6982)

    • Fixed issue in Manage Apps causing the context menu to not be fully displayed on some browser sizes (PL-7503)

    • Fixed issue on the New Contact screen which prevented Method from remembering the last created contact type (PL-9034)

    • Fixed issue with Action Results disappearing as an option in the Insert Record Into Table action (PL-9063)

    • Fixed issue with Criteria Builder reverting back to today’s date when performing a date comparison (PL-9066)

    • Fixed issue with Show Message preventing a loop from completing (PL-9149)

    • Fixed issue causing the Session - User Record ID value to be displayed as Session - Master Admin User Record ID within Action Editor (PL-9150)

    • Fixed issue with Set Active RecordID action resetting controls which are not tied to a Table Field (PL-9151)

    • Fixed issue within Criteria Builder preventing fields from being refreshed after changing the base table used for comparison (PL-9180)

    • Fixed issue preventing nested loops from executing correctly (PL-9195)

    • Fixed issue with QBDT sync steps which redirected a user back to the Send Email page after successfully sending an eml (PL-9044)

    • Fixed issue with QBDT sync steps generating 2 authorization codes (PL-8730)

    • Fixed issue with inviting same user multiple times on QBDT sync steps (PL-8511)

    • Fixed an issue where item bundles were not being unrolled on transactions (PL-9071)

    • Fixed an issue where decimal quantities did not sync for item bundles (PL-9071)

    • Fixed an issue where some users were unable to revoke their own sync code (PL-8534)

    • The Google Calendar “sync now” option is now disabled while a sync is in progress (PL-8207)

    • Fixed an issue with viewing conflicts for the Accounts table (PL-8208)

    • Fixed QBO sync results to correctly display QBO as the destination instead of QBDT (PL-8268)


    M:Classic Bugs

    • Fixed issues preventing users from changing their password. (PL-8678)

    • Fixed an issue where some users were unable to save their preferences under “My Profile” (PL-8538)

    Cheers

    Jon

  • Method Updates - December 7th, 2016

    The following updates are now live for users of Method.

    Fixes

    • Fixed an issue in Quickbooks Online that was causing sync to abort when an invoice was added to the same payment more than once (PL-8529)

    • Fixed an issue that was causing the Google Calendar sync and Gmail Gadget to malfunction due to invalid tokens (PL-8332)

    • Fixed an issue with Quickbooks Desktop that was causing the synchronization process to abort with the error "string or binary data could not be truncated" (PL-8288)

    Cheers

    Derek

  • Method Updates - December 5th, 2016

    The following updates are now live for users of Method.

    Features

    • Introduced a new wizard to help users through the successful setup and connection of the Method Sync. (PL-4811)

    • Ability to test Email Server settings under Preferences -> Email. (PL-3479)

    Cheers

    Derek

  • Method Updates - November 24th, 2016

    The following updates are now live for users of Method.

    Features

    • Simplified workflow on download sync engine from email page (PL-8039)

    Fixes

    • Fixed issue where sync the authorization code sent to an existing method user was linked to the sender. It is now linked to the user sent the instructions (PL-7809)

    • Fixed issue where the user was not provided feedback that sync instructions were sent from the Email Sync Link and Instructions page (PL-7795)

    • Fixed issue with Intuit Payments preventing Method:Donor users from accepting payments (PL-8063)

    • Fixed issue where incorrect placeholder text was displayed in drop downs on mobile devices (PL-7375)

    • Fixed spacing issues on the date/time control so that full date and time is now visible (PL-7378)

    • Fixed an issue when a user launched a popup (e.g. to print at PDF) on a mobile device. New notification added on mobile devices to alert users when a pop-up fails to open (PL-8142)

    • Fixed issue with advanced search on mobile not disappearing after initiating a search (PL-5509)

    • Fixed styling issue with advanced search on mobile (PL-5363)

    • Fixed issue preventing users from enabling rights on custom apps (PL-8109)

    • Fixed issue causing the QBO ‘mobile’ field to be displayed for QBDT users (PL-8143)

    • Fixed issue where sync was deleting records from Method instead of archiving them (PL-7003)

    • Fixed issue preventing setting customer or vendor note field to blank for QBO (PL-7118)

    • Fixed issue with validating data when adding a TimeTracking entry via an insert statement (PL-7607)

    • Fixed issue preventing Group Items from unrolling on sales receipts (PL-8009)

    • Fixed issue that was forcing each changes-only sync to be a full sync for some QBO accounts (PL-8056)

    • Fixed issue forcing inventory assembly items to unroll on estimates (PL-8218)

    • Fixed issue preventing sign in to the sync engine with username instead of email (PL-8266)

    • Fixed issue preventing sign in to the sync engine in some cases for multi tenant accounts (PL-8263)
    • Improved messaging for Accounts on Hold for users of Method Classic. (PL-8133)


    Cheers

    Derek

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