Method Community

 

Release Notes

January 2017 - Posts

  • 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

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