Method Community

 

Release Notes

February 2016 - Posts

  • Method Update - March 2, 2016

    The following updates are now live for users of Method.

    Features

    • QBO Sync - Inventory & NonInventory Types (PL-2986)
    • QBO Sync - Item Hierarchy Changes (PL-3255)
    • Avoid Entity duplicate conflicts (PL-3799)
    • Standardize ‘Save’ prompt when leaving designer (PL-3311)
    • Improved error messaging on app publishing (PL-3681)
    • Items App - Update to incorporate QBO sync changes (PL-4145)
    • *Cases App - Miscellaneous improvements, including all new charts (PL-4369)
    • Activities App - Excluding SaaSphalt Work Order type from the app ribbon (PL-4373)
    • Link to Subscribe added to header for trial users. (PL-4195)


    Bugs Fixes

    • Updated Outlook Add-In Certificate (PL-4005)
    • Tax percentage displayed incorrectly on print template before sync (PL-3591)
    • QBO: Viewing payment conflict results in error (PL-3960)
    • QBO Sync Results Grid: Deletes listed as updates (PL-3951)
    • QBO Sync - Connected with Intuit Time stamp showing the Incorrect time and date (PL-4246)
    • QBO Global: Non-existent items listed in Method (PL-4263)
    • Spinning wheel icon broken upon initial Method:Classic portal sign-in (PL-4393)
    • QBO Sync Results show number of conflicts (PL-4338)
    • Show conflict/error message when a sync aborts (PL-4339)
    • PNG images fail to load on runtime & system pages (PL-4295)
    • App updates reset the stock ‘Customer Contacts Portal’ portal navigation menu (PL-4201)
    • Cannot create a new record when a ‘_RecordID’ field is on screen (PL-4292)
    • Send Email app is not appearing on the dashboard for newly created accounts (PL-3662)
    • Designer | Header icons not correct size (PL-4225)
    • Grids | Unable to search a transaction line table using the grid search bar (PL-4293)
    • Calendar | Cannot create activity in FireFox (PL-4186)
    • Calendar | Resource names are not truncated in FireFox (PL-4187)
    • Action Editor | Set Active RecordID action generates error when using a value from Text (PL-4229)
    • Activities & Send Email Apps - “Send Email on Save or Complete” on Edit Activity screen gives an error (PL-4464)
    • Send Email & Email Campaigns Apps - Restrict Contacts dropdown based on peer-to-peer access controls (PL-4367, PL-4342)
    • *Estimates & Sales Orders Apps - Small bug fixes related to formatting and flow (PL-4366)
    • Hover tip text showing outside of box. (PL-4217)
    • Screen tiles with redirects showing up as larger. (PL-4422)
    • Unable to change app colours on non-favourited apps. (PL-3634)
    • Enter manually field showing up for SMS carriers. (PL-4136)

    * These app updates have been delayed until further notice. Thank you.

  • Method:Classic Update - March 2, 2016

    The following updates are now live for users of Method:Classic.

    Bugs Fixes

    • Designer stops responding when editing screens. (PL-4272)
    • Google and Intuit showing as disconnected even though it is connected. (PL-4295)
  • Method:Classic Update - February 18, 2016

    The following updates are now live for users of Method:Classic.

    Bugs Fixes

    • Fixed issue with transaction created using Google Gadget were not being passed the customer. (PL-3592)
    • Fixed issue with Locating a match within permitted tenant list. (PL-3967)
    • Removed Reset button in QuickBooks. (PL-4061)

    Cheers,

    Michael

  • Method Update - February 18, 2016

    The following updates are now live for users of Method.

    Features

    • Go To Record on Resolve Conflict to give yourself access. (PL-3954)
    • Avoid QBDT Duplicate Entity Conflicts by appending (2) on duplicate detection. (PL-3799)
    • Opportunities App | More out of the box filters, more charts, filter charts based on time range and redesigned New Opportunity screen (PL-4111)
    • Email Campaigns App | Easier to select and add Contacts to mailing list (contact filters, select all, filter unselected emails) and duplicate existing Email Campaigns. (PL-4045)
    • MultiTenancy | Added session variables for Current Tenant and Permitted Tenant (PL-3771) 
    • MultiTenancy | Enabled records from the permitted tenants list to be accessed on runtime screens (PL-3787) 
    • MultiTenancy | Enabled TenantID field to appear as an editable drop down (PL-3790)

    Bugs Fixes

    • Improved Cross Browser / Cross Device support on Preferences area. (PL-3230)
    • Fixed issue with selecting packs when inviting user for IE 11. (PL-4087)
    • Fixed issue which that sometimes caused scrollbars to appear in the middle of the window. (PL-4105)
    • QBDT Preferences for days per transaction get wiped out from Method Classic when saved in Method New. (PL-3926)
    • Clear All on Conflicts page does not work. (PL-3894)
    • Sync Conflict page shows time in UTC rather than local. (PL-3923)
    • Conflicts Details screen gives Error when there is an Authentication Conflict. (PL-3939)
    • Cost / Rate not showing full 5 decimal places on Items. (PL-3487)
    • QBDT custom fields with over 20 custom fields may not sync from Method to QB for Estimates and Sales Orders. (PL-3803)
    • UnitOfMeasure Name Changes on QBDT (PL-397)
    • Calendar | Users not able to scroll on a mobile device (PL-3132)
    • Calendar | Exception thrown to end user when making a selection with no resource selected (PL-3150)
    • Calendar | Unable to create a new activity on mobile (PL-4097)
    • Calendar | ‘Hide filters’ checkbox does not hide filters (PL-3874)
    • Calendar | ‘Allow users to edit’ checkbox does not prevent users from editing calendar (PL-3873) 
    • Grids | Grids do not save checked rows when navigating away from screen (PL-3561)
    • Toggle | Cell alignment is being applied to Toggle Text (PL-3977)
    • Designer | Send Email action missing port number under advanced server options (PL-3839)
    • Designer | Session variables for shared lists do not return a list of usable values (PL-3964)
    • Designer | Object menus are being cut off in Chrome (PL-4104)
    • Designer | Payment Processing generates an error when more than two decimal places are passed for currency (PL-4041)

    Cheers,

    Michael

  • Method:Classic Updates - February 3, 2016

    The following updates are now live for users of Method:Classic. 

    Bug Fixes:
    • Fixed issue with CreatedBy using the series CreatedBy instead of the current user when inserting new recurring dates. (PL-3779)
    Cheers,
    Jon
  • Method Updates - February 3, 2016

    The following updates are now live for users of Method. 

    Features:
    • View QBO Sync Status and Results from QuickBooks Preferences page (PL-3500)
    • Prevent website conflicts on incomplete web addresses (PL-3504)
    • Updated QBD sync video on QBD sync steps page. (PL-3635)
    • Minor improvements to Invite user. (PL-3231)
    • Users now have the ability to specify the location of snapshots on the custom app tiles. (PL-1939)
    • Improved the click areas of tiles throughout Method. (PL-2673)
    • Added ability to include email attachments in the Send Email action (PL-985)
    • Standardized color & size styles for Text Input, Text, and Icon widgets in designer (PL-3838, PL-3902, PL-3816)
    • Contacts App | New 'Send Email' link on the View contact screen to make it easy to send an email to a contact (PL-3706)
    • Contacts App | 'Related' contacts app ribbon now includes the contact's phone & email
    • Estimates, Invoices, Sales Orders, Sales Receipts & Donations Apps | Add/Edit item screens now include a drop down link to the Items app to make it easy to add, edit or remove an item (PL-3996)
    Bug Fixes:
    • Incorrect entries in sync conflicts for Vendors, so Go To Record would not work (PL-3644)
    • Conflict on QBDT when Vendor added or edited from Method (PL-3802)
    • Fixed issue with Link to QuickBooks entity field being cleared on permissions change. (PL-3609)
    • Fixed issues with Google connection showing up Disconnected. (PL-3428)
    • Fixed issue with Install button not being disabled during app install. (PL-3597)
    • Fixed issue with Save button but being disabled when adding a field. (PL-3780)
    • Fixed issue with “Make this new user's permissions similar to”  showing a invalid warning message. (PL-3659)
    • Fixed issue with tile text going outside the tile instead of being truncated. (PL-3825)
    • Fixed issue with changing colour of app tiles in mobile landscape. (PL-3564)
    • Fixed issue where screen permissions (Guest & Public) are not included in a screen copy (PL-3651)
    • Fixed issue where by tags with spaces are not saving correctly (PL-3493)
    • Fixed slow performance in designer for Internet Explorer 11 users (PL-2376)
    • Fixed style issues in designer preview mode (PL-3396, PL-3397, PL-3398)
    • Fixed style issues in designer (PL-3236)
    • Grids | Row RecordID is now accessible in column click actions (PL-3387)
    • Grids | Visible columns are saved when navigating away from screen (PL-2641)
    • HTML Editor | Fullscreen mode no longer hidden behind navigation bar (PL-3446)
    • HTML Editor | Removed option to set percentage based height (PL-3586)
    • HTML Editor | Fixed spellcheck feature (PL-3774)
    • Text Input | Fixed the error messaging for when invalid characters are entered in fields formatted for number only (PL-3445)
    • Text object | Thousand separator field not updating correctly when changed in designer (PL-3761)
    • Sales Receipts App | Fixed a formatting issue with the total & subtotal amounts (PL-3934)
    Cheers,
    Jon