Method Community

 

Release Notes

  • 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

  • Method Updates - November 10th, 2016

    The following updates are now live for users of Method.

    Features

    • Method Integration Engine installer has been renamed from Setup.exe to MethodSyncInstaller.exe. (PL-7246)

    • For Method QBDT users, the Method Integration Engine can now use an authorization code instead of account, email and password to synchronize. Please refer to Method Help for more details. (PL-6157)

    • New Google Calendar synchronization screen is available to check status and configure user preferences. (PL-6030)

    • For Method QBO users, Method now synchronizes Item Bundles. (PL-6658)

    Fixes

    • Fixed an issue with Google Calendar not syncing for some users (PL-6176)

    • Hide PurchaseOrderLineExpense and PurchaseOrderStatus tables for QBDT accounts as they are not in-use (PL-7479)

    • Fixed an issue where some QBO accounts were failing to synchronize. This was due to tokens not being renewed for some accounts (PL-7827)

    • Fixed issue with blank user tiles showing up for packs. (PL-7863)

    • Fixed issue with loading preferences for multi-tenant accounts. (PL-7884)

    • Removed access to Intuit Payments for QBDT Users (PL-7853)

    • Fixed issue preventing QBO Global users from updating the rate field on Bill line item (PL-7988)

    Cheers

    Derek

  • Method Updates - October 27th, 2016

    The following updates are now live for users of Method.

    Features

    • Added support for importing XLS and XLSX file types.(PL-7339)

    Fixes

    • Blank screen after signup. (PL-7768)
    • Info icon for Subscriptions not clickable on android devices. (PL-7584)
    • File/Image uploader is case sensitive on file extensions (PL-7242)
    • File/Image uploader is not correctly parsing filenames with multiple periods (PL-7790)

    Cheers

    Michael

  • Method Updates - October 13th, 2016

    The following updates are now live for users of Method.

    Features

    • Android Mobile App (PL-7041) 

    Fixes

    • Update to filter views to prevent empty GUID’s from corrupting screens (PL-7253)
    • Developer accounts missing access to all accounting table views (PL-7517)
    • Data not displaying correctly in grids with no filters (PL-7525)
    • Tables & Fields not displaying data on initial load (PL-7558)
    • Authorization Codes grid poorly formatted in mobile (PL-7129)
    • Addressed issue with time zones when inviting new users. (PL-7279,PL-7572)
    • Changing display logo sometimes producing an error. (PL-7310)
    • Pressing enter to submit form on signup not working. (PL-7415)
    • Hovering over Subscription details info icon causing second scrollbar to appear. (PL-7431)
    Cheers
    Jon
  • Method Updates - Wednesday September 28, 2016

    The following updates are now live for users of Method.

    Features

    • Quick Invite: Add new users from the assigned to drop down within apps. (PL-6272)

    Fixes

    • User permissions not updating after being changed. (PL-7420)
    • Users getting stuck on a white screen after signup. (PL-7112,PL-7184)
    • Notification email missing on signup. (PL-7428)
    • Fixed an issue causing some MailChimp exports to fail (PL-6996, PL-7119)
    • Fixed an issue preventing the status field from syncing for QBO purchase orders on some accounts (PL-7249)
    • Fixed an issue preventing some accounts from installing the Purchase Order app (PL-7412)
    • Fixed an issue preventing some accounts from updating the Estimates, Sales Orders and Invoices apps (PL-7383)
    • Unable to perform advanced search for tags on grids (PL-7188)
    • Issue with sending email attachments of type txt, rtf, svg, bmp, csv (PL-7185)
    • Remove extra spacing on grids having footers / headers (PL-7261)
    • Payment Processing action not saving configuration correctly when using the payment widget (PL-7325)
    • Grids not displaying pagination not showing all records correctly (PL-7331)
    • Added missing “Have you moved?” page. (PL-7278)
    Cheers,

    Michael

  • Method Updates - Thursday September 15, 2016

    The following updates are now live for users of Method.

    Features

    • Implement UI for Authorization Code management (PL-6156)

    Fixes

    • No longer send start/end times to QBO for time activities due to QBO time zone bug (PL-6994, PL-6860)
    • Fixed a bug that was sending the incorrect markup info to QBO for bills (PL-6643)
    • Fixed rounding issues for sales orders, charges, credit memos, estimates, invoices, sales receipts, purchase orders, bills, checks, credit card charges, credit card credits, item receipts and vendor credits (PL-6995, PL-6855)
    • Gmail Gadget gets stuck at “searching for contacts” for some users (PL-6957)
    • Group sales tax calculations incorrect for QBO (PL-6974)
    • Method doesn’t generate PO numbers for QBO (PL-7008)
    • Remove above grid padding when view selector or search bar is hidden (PL-6988)
    • Set View Filter not copying correctly when placed in screen load actions (PL-6898)
    • Drop downs not searching % character (PL-7057)
    • Cannot retrieve sum from transactions table (PL-7056)
    • Value From Loop not available when placed in conditional statements (PL-6871)
    • Error loading newly created preferences (PL-7108)
    • Duplicate password validation errors on account signup. (PL-6928)

    Cheers,
    Audisho
  • Method Updates - September 1st, 2016

    The following updates are now live for users of Method.

    Features

    • Update Image Placeholders (PL-6882)
    • Purchase Transaction Apps (Apps will be available week of Sept 5th) (PL-7067)
    • Updated font colours to be darker (PL-6809)
    • Removed Dashboard header from Dashboard. (PL-6789)

    Fixes

    • Subscription buttons showing up for non-billing contacts. (PL-6480)
    • Filters are being cleared on accounts screen when back is clicked (PL-6993)
    • Unable to loop through grid when search results are displayed (PL-6868)
    • Unable to create activity or transaction from Israel timezone (PL-6802)
    • Incorrectly assigning value of 0 to drop downs that are blanked out (PL-6869)
    • Reports showing incorrect timestamps (PL-6805)
    • Unable to process payments through Intuit Payments for QBD (PL-6755)
    • Added % rate field to Estimates (PL-6980)
    • Error message when % rate field is unchecked (PL-6977)
    • Updated NP_AggregateReport(V2) & Donations By Year to sort based on Transaction Date (PL-6959)
    • Updated Activities List to avoid known issue with EmailBody (PL-6958)
    • Updated Bill Address Fields in QBO for Estimates (PL-6976, PL-5864)
    • Updated the New State on Estimates, Invoices & Sales Orders (PL-6983)
    • Corrected issue some users were experiencing with screen not clearing when Saving Invoices and Estimates (PL-6861)
    • Updated Parent Customer Fields (PL-6978)
    • Sales Order App Ribbon is not pre-filling customer details when accessed from Opportunities (PL-6981)
    • Sales Receipt App Ribbon is not pre-filling customer details when accessed from Opportunities (PL-6989)
    • Updated Consistently of New State on Transactions (PL-6983)
    • Clicking New / Edit Activity Type clearing contact dropdown (PL-7007)
    • Accounts App being refresh on Back (PL-6993)
    • Inventory Start Date not being populated in all scenarios for (QBO & QBO Global) - (PL-7022)
    • Unable to view time time tracking conflict in New (QBO) (PL-6488)
    • Conflicts occurs when changing tax calculation field in Method (QBO Global) (PL-6847)
    • Added additional logging to troubleshoot large number of errors with QBO API calls (PL-6949)
    • Non-Inventory creating a conflict when syncing with QBD (PL-7050)
    • URL’s taking user to Dashboard after signing in if they were not signed in. (PL-5400)
    • Method Admin’s not being able to select tables when trying to import. (PL-6772)
    Cheers
    Jon
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