Method Community

 

Release Notes

  • Method Updates - Dec 5th, 2018

    The following updates are now live for users of Method.

    New Feature

    • Support for Customer Type field sync in QBO US (PL-19817)

    Bug Fix

    • Fixed an issue where the last transaction was not updating for Contacts and Guest screens.

    Regards,
    Laks

  • Method Updates - Nov 29, 2018


    The following updates are now live for users of Method.

    Bugs

    • Fixed an issue with additional spacing on error messages in Method:Sidebar. (PL-17800)
    • Fixed an issue with attaching some files in Method:Sidebar. (PL-18181)
    • Fixed an issue with displaying all Opportunities and Cases in the Related field for Activities in Method:Sidebar. (PL-18602)
    • Fixed an issue where Description and Amount fields were set as required when creating an Opportunity in Method:Sidebar. (PL-18611)
    • Fixed an issue where some social links where not being saved on creating a new contact in Method:Sidebar. (PL-18816)
    • Fixed an issue where some accounts where getting permission errors related to Method:Sidebar. (PL-19626)

    Regards,

    Michael

  • Method Updates - Nov 21, 2018

    The following updates are now live for users of Method.

    New Feature

    • When a payment is made via the Portal using PayPal,Method users will now be notified of the payment (PL-14493)


    Regards,

    Hector

  • Method Updates - Nov 19, 2018

    The following updates are now live for users of Method.

    New Feature

    • Recurrence Widget is now available to be used on screens (PL-18108)
    • Designer displays a spinner when loading a screen (PL-19455)

    Regards,

    Michael

  • Method Updates - Nov 15, 2018

    The following updates are now live for users of Method.

    New Feature

    • Partial payments within the portal has been updated to additionally show the full balance during payment. 

    Regards,

    Hector

  • Method Updates - Nov 13, 2018

    The following updates are now live for users of Method.

    New Feature

    • Support for Title field sync in QBO (PL-18337)

    Bug

    • Fix an issue for QB Desktop Australian customers where Estimates are not syncing (PL-19517)

    Regards,
    Laks

  • Method Updates - Nov 08, 2018

    The following updates are now live for users of Method.

    New Feature

    • Within Invoices, there is now a Duplicate button, enabling the creation of a new invoice by copying an existing invoice (PL-19344)

    Bugs

    • Fixed issue with exporting a grid when rows are checked (PL-12605)
    • Fixed issue with grids on mobile where screen navigation would show hidden columns in some scenarios. (PL-12605)
    • Fixed issue with Contacts where the Twitter User Name field length was limited to 50 characters (PL-18861)
    • Fixed issue with the Contacts tile in the dashboard where the record count was sometimes incorrect (PL-17523)
    • Fixed issue when creating a new contact, focusing on the first name (PL-18998)
    • Fixrd issue when creating a new contact, where inactive users were appearing as options in the assigned to field (PL-19000)
    • Fixed issue with items where if an inventory item was a negative, the list of fields in the error message was improperly ordered (PL-17034)

    Regards,

    Michael

  • Method Updates - Nov 06, 2018

    The following updates are now live for users of Method.

    New Feature

    • Support for QBO description only line items sync for Sales Transactions(PL-19213)
    • Support for SalesReceipt - BillEmail field sync (PL-18391)

    Regards,
    Laks

  • Method Updates - Oct 31, 2018

    The following updates are now live for users of Method.

    Bug Fixes

      • Fixed an issue which was blocking Payments from syncing without any releated transactions (PL-19328)
      • Fixed an issue for QBO Global where Creating Invoice from an Estimate was duplicating line items (PL-19084)

    Regards,
    Laks

  • Method Updates - Oct 25, 2018

    The following updates are now live for users of Method.

    New Features

    • Web-To-Lead has been updated tenabling the ability to release and track multiple forms, and a number of general UX improvements. (PL-17962)

    Bugs

    • Fixed a couple of issues with the Estimate print template, adding missing labels, prefilling and "0.00" for values for consistency (PL-16829)
    • Fixed a couple of issues with Purchase Order print templates. where the currency symbol was missing for some instances, and vendor name was missing (PL-16844)
    • Fixed an issue with the customer balance not update for QuickBooks Desktop users on the contact screen, under specific circumstances (PL-18658)
    • Fixed an issue with customer sales tax cod on transaction screens filtering out Non and Tax values. (PL-17970)

    Cheers,

    Hector

  • Method Updates - Oct 24, 2018

    The following updates are now live for users of Method.

    New Feature

    • Updated the clear duplicates tool in AlocetSystem to support Leads and Wait for Sync Approval (PL-19178)
    • Re-enable Sync hyperlink after 30 minutes to handle timer issues (PL-18231)
    • Web-To-Lead has been updated enabling the ability to release multiple forms, and a number of general UX improvements. (PL-17962)


    Bug Fixes

    • Fixed issue where Sync was aborting when syncing Items and transactions with Saskatchewan taxes (PL-19073)
    • Fixed issue in QBO where Line items were not getting deleted/archived when transactions were deleted/archived (PL-19164)
    • Fixed an issue where transactions were running into conflicts when line item order is changed in QuickBooks Desktop (PL-19060)

    Regards,
    Laks

  • Method Updates - Oct 19, 2018

    The following updates are now live for users of Method.

    Bugs

    • Fixed issue with Reminders where mobile links where not always being generated. (PL-14572)
    • Fixed issue with Reminders where links where pointing to View Activity instead of New / Edit Activity screen. (PL-18904)

    Cheers,

    Michael

  • Method Updates - Oct 17, 2018

    The following updates are now live for users of Method.

    Bugs

    • Fixed issue within Donations where the customer name no longer appeared at the top of the biulling address (PL-18804)

    Cheers,


    Hector

  • Method Updates - Oct 16, 2018


    The following updates are now live for users of Method.

    New Feature

    • Improved Calendar widget load times. (PL-18853)

    Bug Fixes

    • Fixed an issue where the incorrect record count was being displayed on grids in some scenarios. (PL-18825)
    • Fixed an issue with attachments not working for multi-tenant accounts. (PL-16673)
    • Fixed an issue with App Ribbons where "New" was causing an error when Null values present. (PL-18646)
    • Fixed an issue with the left chevron not working on Calendar List view. (PL-17702)
    • Fixed an issue with back navigation causing the calendar to change months when in Month view. (PL-18852)
    • Fixed an issue with Calendars not always showing all events. (PL-18853)
    • Fixed an issue with Portal nav configuration. (PL-19089)
    • Fixed an issue with Method:Sidebar where support attachment types is case sensitive. (PL-18821)

    Regards,


    Michael

  • Method Updates - Oct 11, 2018

    The following updates are now live for users of Method.

    New Feature

    • Support tool for removing duplicates for customers uploading data multiple times when converting from QBDT to QBO (PL-18846).

    Bug Fixes

    • Fixed an issue where PO lines are not deleted for QBDT accounts (PL-18835)
    • Fixed an issue where Bill lines are not deleted for QBDT accounts (PL-19011)
    • Updated Closing date conflict message for QBDT accounts (PL-18756)
    • Fixed an issue where Customer balance was not updated on Invoice/Payment creation for QBO accounts(PL-18261)

    Regards,
    Laks

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