Method Community

 

Release Notes

January 2018 - Posts

  • Method Updates - Feb 1st, 2018

    The following updates are now live for users of Method.


    New Features

    • Page Jump for Pagination - Default set as ON for all grids (PL-15421)
    • Buttons for Editable Grids (PL-15490)
    • In Action Editor,  changed the title of the "retrieve value From Email" action to "retrieve Value From Email Gadget"  (PL-15429)

    Bug Fixes

    • Fixed issue where Sales Tax Code validation on Sales Receipts was causing errors when Saving. (PL-15633)
    • Fixed issue where Item Cost was not appearing when selecting an Item on Bills. (PL-15634)
    • Fixed an issue where square brackets did not work on Editable Grids (PL-15500)
    • Fixed an issue to add the option of 5 as a minimum rows to be displayed in Editable Grids (PL-15361)
    • Fixed an issue with deleting the last line Item from transactions  (PL-15298)
    • Fixed an issue with customizing / add new fields to the Cases app  (PL-15241)
    • Fixed an issue with all day section on calendar (PL-15211)
    • Fixed an issue where duplicate Invoices are created when selecting a contact when creating a new invoice.  (PL-15154)
    • Fixed an issue with downloading a csv file when exporting from grid  (PL-14987)
    • Fixed an issue in the mobile app where estimates were not loading (PL-14738)
    • Fixed the issue with the editability of the Description Field in the Activity Calendar (PL-13998)
    • Fixed an issue to re-enable Advanced Search on iPad  (PL-13719)
    • Fixed an issue on the Method Mobile app to re-enable the Calendar view  (PL-12822)
    • Fixed an issue with one of our monitoring systems (PL-15243)
    • Fixed an issue with QuickBooks Online Sync with Purchase Orders (PL-15041)
    • Fixed an issue with QuickBooks Online Sync with Account Expenses on Bills (PL-14764)

    Cheers,

    Michael

  • Method Updates - Jan 19th, 2018

    The following updates are now live for users of Method.


    New Features

    • Added a View Payment screen on the portal (PL-5591)
    • Updated the style of the Payment screen on the portal (PL-15177)

    Bug Fixes

    • Updated the field character length validation in the Contacts app to support new lengths in QuickBooks Online (PL-14399)
    • Fixed an issue with the BCC of outgoing emails in the Payments app (PL-10360)
    • Fixed an issue where Authorize.Net was missing from the portal Invoice screen (PL-15546)
    • Fixed an issue that allowed portal users to attempt to apply payments to transactions other than Invoices (PL-14344)

    Cheers,

    Jason

  • Method Updates - Jan 17th, 2018

    The following updates are now live for users of Method.


    New Features

    • Improved validation has been added to the Accounts, Classes, Sales Reps, and Terms apps to check for required fields and field lengths. (PL-14609)
    • New and improved Charts have been added to the Activities, Cases, and Opportunities apps. Printable reports were also added in both PDF and Excel formats. (PL-4363)

    Cheers,

    Ashur

  • Method Updates - Jan 11th, 2018

    The following updates are now live for users of Method.


    New Features

    • Search for contacts from anywhere in Method using the magnifying glass found in the top right hand corner. (PL-7585)
    • View recently accessed contacts in Method using the magnifying glass found in the top right hand corner. (PL-12478)
    • The ability to jump to any page in a grid (PL-15228)
    • The ability to see the number of records being displayed on the screen as part of the metadata (PL-13825)

    Bug Fixes

    • Fixed an issue with Authorize.net to re-enable the override URL (PL-15172)
    • Fixed an issue in QuickBooks Desktop Sync with incorrectly referenced Sales Tax Code for default Non-taxable Sales Tax Code (PL-14543)
    • Fixed an issue in QuickBooks Online Sync where various field lengths for the Customer object were increased in QuickBooks Online and needed to be updated in Method to reflect the change (PL-14314)
    • Fixed an issue in QuickBooks Online Sync for Global (non US) users where resaving a paid Invoice was mistakenly resetting the balance due (PL-14802)
    • Fixed an issue where archived (deleted) QuickBooks Desktop General Sync Conflicts were be displayed after being cleared (PL-14526)
    • Fixed an issue with QuickBooks Desktop Sync where using Is Rate Percentage was causing an issue on Sales Orders (PL-13967)
    • Fixed an issue with Assign Ref Numbers in Method checkbox not being saved on multi-tenant accounts (PL-13969)
    • Fixed an issue with IsWaitingForSyncApproval being incorrectly updated to Null in specific circumstances (PL-12981)
    • Fixed an issue with Grids where unchecking items on the first page uncheck all items on other pages (PL-15291)
    • Fixed an issue when looping through a grid where it includes all rows except the first row (PL-15163)

    Cheers,

    Hector

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