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Release Notes

August 2018 - Posts

  • Method Updates - Aug 30th, 2018

    The following updates are now live for users of Method.

    New Features

    • For Sync Engine,

      • Added a new pop-up screen to improve user experience on the initial set-up of the sync engine

      • Improved initial sync from 31 to 180 days and sync all open transactions outside of the 180 day range

      • Improved handling of archiving and syncing transactions outside of the date range set in Method.

      • Improved logging on the engine to have more transparent sync status

      • Added the ability to queue sync with a pop-up when a sync is already in progress

      • Added the ability to connect from Sync Menu and sync even when disconnected

      • Added the ability to drag engine from the top menu

      • Added the option to go to Help Center from the Engine


    Bug Fixes

    • Fixed an issue where Sync Engine was not showing up on initial load

    • Fixed an issue where Sync Engine was deleting records on disconnected syncs

    • Fixed an issue where Sync Engine was doing full sync on startup

    • Fixed an issue in Sync Engine with outdated copyright

    • Fixed an issue where Sync Engine was crashing on Disconnect

    • Fixed an issue with text display for Minimize button on the Sync Engine

    • Fixed an issue in Sync Engine where Customers were not coming over from Quickbooks to Method on the initial sync

    • Fixed an issue where Sync Engine MSI was showing incorrect version number on the Windows Control Panel

    • Fixed an issue where method icon was missing on the Method Listener in the Windows Control Panel

    • Fixed an issue where warning message to activate Method Listener was missing on the Sync Engine

    • Fixed an issue in Sync Engine to not log noises on the log files in Customer machines

    • Fixed an issue in Sync Engine where sync was processing records twice

    • Fixed an issue in Sync Engine where we were syncing with the wrong account for customers with multiple account pointing to the same Quickbooks file

    • Fixed an issue in Transaction History where Sync Engine was not archiving records when history is set to None

    • Fixed an issue in Sync Engine for Method Push to work on all unsubscriptions

    • Fixed an issue with the Sync Engine where Change Only sync was not delayed when there are regular changes

    • Fixed an issue in Sync Engine to remove “Note:a requested record no longer exists” logging

    Regards,
    Laks

  • Method Updates - Aug 29, 2018

    The following updates are now live for users of Method.

    Features

    • Method:Sidebar will now show contact profile pictures (PL-16911)
    • Method:Sidebar now supports adding attachments for Method:New (PL-17165)
    • Method:Donations now has the ability to process payments (PL-3674)

    Bugs

    • Fixed issue with Method:Sidebar showing up multiple times under Profile > Connected Apps (PL-17440)
    • Fixed an issue where users were able to remove access to Contact Management (PL-17918)
    • Fixed issue with Outlook gadget that caused OtherName entity types to cause errors (PL-18071)
    • Fixed issue with URL redirects being cleared if an incorrect password was entered on login. (PL-5116)
    • Fixed an issue with Editable Grids where losing focus action executed twice (PL-18007)
    • Fixed an issue where activities assigned to usernames containing non-alphanumeric characters did not appear on the Method calendar object (PL-18001)
    • Fixed an issue when using Mozilla Firefox Date/Time was not displaying properly when changing the view filter (PL-17999)
    • Fixed an issue where the calendar was not showing all the hours in the day (PL-17971)
    • Fixed an issue where table actions did not load in the action editor when the entity table was selected (PL-17899)
    • Fixed an issue when uploading through attachment object, the file name changed (PL-17616)
    • Fixed an issue when adding a button column to an editable grid an error was produced when triggering a clear screen for new entry action (PL-17260)
    • Fixed an issue where the save all action on a change event for a column in an editable grid caused an error message (PL-16881)
    • Fixed an issue with the add tag field where validation is missing for duplication (PL-6252)
    • Fixed an issue where file validation messages were not providing user reason for file upload failure (PL-5890)

    Cheers,

    Michael

  • Method Updates - Aug 21st, 2018

    The following updates are now live for users of Method.

    Bug Fixes

    • Fixed an issue where Auto apply payments were not linking to Invoices when processed through Payment Gateway (SYN-372)
    Best Regards,

    Laks
  • Method Updates - Aug 13th, 2018

    The following updates are now live for users of Method.


    New Features

    • Improved the merging of records for Quickbooks Desktop accounts. Data will not be merged until accepted. (SYN-327)
    • Improved the Method Sync Engine to not sync archived/out of date range records. (SYN-323)


    Bug Fixes

    • Fixed an issue where Full Sync On Date Range fails on Vehicle Mileage. (SYN-1)
    • Fixed an issue where the date of first Full Sync was updated with every Full Sync. (SYN-348)


     

    Best Regards,

    Ashur
  • Method Updates - Aug 9, 2018

    The following updates are now live for users of Method.


    Bug Fixes

    • For Method:Sidebar, we’ve made some changes to update the ability to schedule a follow up (PL-17808)
    • Fixed an issue where creating an activity in Method:Sidebar did not populate the correct fields in the View Activity view (PL-17821)
    • Fixed an issue with Method:Sidebar where Vendors were allowed to create an Opportunity (PL-17836)
    • Fixed an issue with Method:Sidebar where when signing in, when the user hasn’t set a password, we should show a message to use intuit sign-in (PL-17868)
    • Fixed an issue with Method:Sidebar where some users were logging in to the incorrect Method account (PL-17903)
    • Fixed an issue with Method:Sidebar when cases should be notified, contacts not being sent to backend (PL-17915)
    • Fixed an issue with Method:Sidebar where viewing a Transaction Card, clicking New did not open a new transaction card (PL-17917)
    • Fixed an issue with Method:Sidebar where length errors were erroneously being logged (PL-17934)
    • Fixed an issue with Method:Sidebar where users were seeing error when selecting leads from dropdowns  (PL-17980)
    Best Regards,

    Hector
  • Method Updates - Aug 8, 2018 


    The following updates are now live for users of Method.


    New Features

    • User experience improvements for Grids and Editable Grids providing clearer usability for the Select All checkbox (PL-17459)
    •  Improvements for the Calendar enabling runtime control for all day events to presented as long bars, or grouped at the top “all-day’ event area (PL-17663)


    Bugs

    •   Fixed an issue where invoices were not being marked as paid, though a payment was applied and balance = 0 (PL-16114)
    •   Fixed an issue with the Calendar where when clicking on a time slot did not start a new activity (PL-17697)
    •   Fixed an issue where tax is calculated on an item, pre-discount, but where the specific account wants to calculate tax after discount (PL-12746)
    •   Fixed an issue where creating an item in Method was not pushing to quickbooks (QuickBooks Online and Desktop) (PL-14637)
    •   Fixed an issue where removing a customer’s last name in Method was returning after a sync (PL-17277)
    •   Fixed an issue where modified customer information was not syncing quickly (PL-17326)
    •   Fixed an issue where sort order was not being preserved when creating new custom views (PL-17432)
    •   Fixed an issue where tags were being cleared after a merge (PL-17567)
    •   Fixed an issue with Editable grid where default values of 0.00 was not working (PL-17647)
    •   Fixed an issue for Entity.Title length for QuickBook Desktop was shorter in Method than in newer versions of Quickbooks (PL-17678)
    •   Fixed an issue with the image uploader where a validation error was missing when uploading unsupported file types and sizes larger than 5MB (PL-3884)
    •   Fixed spelling errors in the designer view of the Credit Card Procession action (PL-17508)

    Best Regards,

    Hector

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