Method Community

 

Release Notes

  • 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    • Improved the Method Sync Engine to not sync archived/out of date range records.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

  • Method Updates - Jul 18, 2018

    The following updates are now live for users of Method.


    Features

    • Added Payment Processing to the Sales Receipts app (PL-4418)
    • Introducing new ways to view the calendar including monthly and list views, and standard, vertical and horizontal views (PL-17103)
    • Added some missing colors for buttons (PL-17345)

    Bugs

    • Fixed checkbox styles on Import tool to match rest of Method (PL-13445)
    • Fixed issue where import error was being displayed even though import was successful (PL-16584)
    • Fixed issue where some Activity reminders where not being sent for tenants of a multi-tenant account (PL-17437)
    • Fixed issue with users being able to create user names with commas (PL-6657)
    • Fixed an issue where checkboxes were misaligned on the chart configuration screen (PL-13450)
    • Fixed an issue with Bills where the value in Billable column for Accounts was clearing on clicking Save (PL-13901)
    • Fixed an issue when using Internet Explorer where the scroll bar overlapped text in the contacts list manage views dropdown (PL-15923)
    • Fixed an issue with the loop through grid action not processing all records  (PL-16718 and PL-16918)
    • Fixed an issue with Authorize.Net where error response returned an error (PL-17530)
    • Fixed captions and labels on the Activity Reports screen (PL-15811)
    • Fixed captions and labels on the Opportunity Reports screen (PL-17353)

    Cheers,

    Michael

  • Method Updates - Jun 27, 2018

    The following updates are now live for users of Method.

    Bugs

    • Fixed an issue with font size in section headers (PL-14384)
    • Fixed an issue with the database icon shifting alignment (PL-14608)
    • Provided clearer error messaging when uploading a picture for a contact (PL-14700)
    • Fixed an issue with grids where if no columns are added Go to page was still displayed (PL-15688)
    • Fixed an issue where no padding around hyperlinks on preferences created an layout issue (PL-16306)
    • Fixed an issue with Editable grids where all fields were displayed as a Text field type in add dropdown column screens (PL-16318)
    • Fixed an issue where custom fields in the Entity table were allowed to be deleted despite being a linked field in Contacts table (PL-16529)
    • Fixed an issue with auto applying payments to statement charges. (PL-17159)
    • Fixed an issue with payment gateways where “payment gateway not configured” message was presented if a default payment gateway flag was not set  (PL-17178)
    • Fixed an issue with a start date went back in time after modifying synced QB Item in Method (PL-16760)
    • Fixed an issue where default payment method on payment gateway was not loading on payment apps (PL-15889)
    • Fixed an issue with the tags widget with tags with 1 character (PL-16847)
    • Fixed an issue with the outlook gadget integration page where pagination was returning 0 records  (PL-17192)
    • Fixed issue with accessing portal link could cause 403 errors to occur (PL-17173)
    • Fixed an issue where the customer tax code was not being applied to transactions (PL-10249)
    • Fixed issue with blanks/zeros in discount field in Estimates - QBO Global (PL-13332)
    • Fixed an issue where the RecordID caption was missing from the Purchase Order List screen (PL-15884)
    • Fixed an issue with validation on the First Name field in the Contacts app (PL-15936)
    • Fixed an issue where incorrect drop down vales were displayed in the Tax Code drop down in the Contacts app (PL-15937)
    • Fixed an issue where Corporate Donation was checked by default on Donor Pages (PL-16079)
    • Fixed an issue where the Copy Billing to Shipping link was missing from the Portal (PL-16195)
    • Fixed an issue with showing and hiding the Currency and Exchange Rate field on the Payments app for QBO Global (PL-16511)
    • Fixed an issue with updated the exchange rate on transactions for QBO Global accounts (PL-16714)
    • Fixed an issue with the tags object getting cut off on laptop size screens in the Contacts app (PL-17036)
    • Removed an unused App Ribbon in the Contacts app (PL-17319)
    • Fixed an issue with Sales Rep field not auto populating with the signed in user in the Contacts app for QBDT accounts (PL-17378)
    • Fixed an issue where End Date was hiding and Status was being to set to Completed incorrectly in the Activities app (PL-17386)
    • Fixed an issue where the Entity Type radio button clears when you click Save & New in the Contacts app (PL-17420)
    • Fixed an issue where the Currency was missing from the Portal total in QBO Global accounts (PL-17441)
    • Fixed an issue with invoice line sorting on the portal (PL-17450)
    • Fixed an issue with Sales Tax on transactions in QBO Global accounts (PL-17496)

    Cheers,

    Hector

  • Method Updates - June 7th, 2018

    The following updates are now live for users of Method.

    New Features

    • Updated the Calendar control, introducing a hover feature (PL-16734)
    • Preferences for Outlook Email Gadget are now open and exposed making it easy to find them (PL-16783)
    • For QuickBooks users that have Multi-currency activated, and use PayPal as a payment gateway, currency selection is now configurable within Preferences. (PL-16969)
    • Reports screen added to Sales Receipts app (PL-17196)

    Bug Fixes

    • Fixed issues with validating SalesTaxCode when updating customers via the import tool. (PL-16492)
    • Fixed issue that caused 403 errors when accessing some of Method features such as Universal Search. (PL-16754)
    • Fixed issues exporting data to MailChimp when using a multi-tenant or regular account. (PL-16862, PL-16754)
    • Fixed spelling issues, and capitalization used in Action Editor so that capitalization is used consistently (PL-16128) 
    • Fixed an issue where shared users session variables were causing an error when used in a conditional statement (PL-17069)
    • Fixed an issue where QuickBooks Online custom fields had caused an issue with the invoice table (PL-17068)
    • Fixed an issue with QuickBooks Online custom fields when a custom field name was the same as an existing field (PL-17067)
    • Fixed an issue with Show/Hide within an HTML object (PL-17039)
    • Fixed an issue with Editable Grids where hitting Save & New or Clear/ New shows pagination from previous records (PL-16965)
    • Fixed an issue changing the view on Grids with varying record counts creating "ghost" pages (PL-16921)
    • Fixed an issue where selected records (checkboxes) were not updated after a search (PL-16903)
    • Fixed an issue with Set View Filter action was breaking if a Runtime Filter ever existed on a grid (PL-16901)
    • Fixed an issue with QuickBooks Online Global where we were unable to sync any transactions with IsRatePercentage Flag as Yes for any of the line items (PL-16897)
    • Fixed an issue where the display of unbound images were corrupted for files with .png extension (PL-16876)
    • Fixed an issue in Transactions for one of the workflows, deleting 1 line item deleted 2 line items (PL-16867)
    • Fixed an issue with multiple Editable Grids on a screen, where actions referencing a particular editable grid will always automatically change and reference the first editable grid on screen. (PL-16818)
    • Fixed a user experience issues with app ribbons (PL-16781)
    • Fixed an issue preventing Textbox object background changes, under specific conditions (PL-16746)
    • Fixed an issue in Action Engine to rename Data Tables to Editable Grids (PL-16741)
    • Fixed an issue with QuickBooks Online sync where saving an item with a negative QOH flipped the quantity to positive (PL-16717)
    • Fixed an issue where Adding, then Deleting, then Adding an attachment in the opportunities app showed the user as null (PL-16713)
    • Fixed an issue with the Opportunities app, where an Oops error message displayed when there was no data for Charts (PL-16680)
    • Fixed an issue where attachments went missing if a transaction was created via contact app ribbon (PL-16675)
    • Fixed an issue when deleting a line item from the second page in an Editable Grid, didn't update pagination on records, resulting in the user being stuck on screen (PL-16665)
    • Fixed an issue when using Firefox, within the Contacts app, where you could not save website a website as www.method.me because http:// was not auto-prefixed (PL-16600)
    • Fixed an issue with payment gateways clearing the value for default AR Account (PL-16594)
    • Fixed an issue where Purchase Order reports containing group items could not be opened (PL-16592)
    • Fixed an issue where rate values were changing (calculated incorrectly) when you switching between Inclusive/Exclusive for QuickBooks Online user in the UK(PL-16576)
    • Fixed the styling for UK Taxes where the Dropdown list was being cut off, for QuickBooks Online UK users (PL-16553)
    • Fixed an issue where DateTime merge fields in the Method:New platform were not including the time (PL-16525)
    • Fixed an issue where List / Not in List advanced search did not function correctly (PL-16495)
    • Fixed an issue with Editable Grids where column validation display was corrupted if a button column was added (PL-16457)
    • Fixed an issue when using Method on an iPad, where items were not loading upon opening the method account using safari and chrome (PL-16439)
    • Fixed an issue with custom dropdowns in the Customer table that are based on the Entity table where they were not saving values (PL-16430)
    • Fixed an issue with Editable Grids where drop down column display values was not retrieved to appear in show messages (PL-16425)
    • Fixed an issue with Bills - Unable to sync duplicate line items with modified attributes (PL-16424)
    • Fixed an issue where the Bound Image URL was modified every time after the Save action was used (PL-16329)
    • Fixed an issue with Authorize.Net on Method: Classic where the MerchantType was flipping from "CreditCard" from "eCheck" (PL-15950)
    • Fixed an issue SyncAPI - [spiderAccntngPref].[DateOfFirstFullSync] is updated on every successful sync (PL-15539)
    • Fixed a small layout issue within Action editor for a checkbox (PL-15498)
    • Fixed an issue where setting a customer inactive did not check for pending balance in QBO accounts (PL-14736)
    • Fixed an issue where the Campaign field was not hiding on the New Contact screen (PL-15851)
    • Fixed an issue where Amount Due was not updated for Purchase Orders and Bills on QBO accounts (PL-16145)
    • Fixed an issue where Vendor Lead was not an available new contact option in QBO accounts (PL-16802)
    • Fixed an issue with field validation on editable grids in Purchase Orders and Bills (PL-16266)
    • Fixed an issue with cause reports to be blank on QBO Global (PL-16426)
    • Fixed an issue that caused the currency column to be hidden on the New Contact screen for QBO UK accounts (PL-16465)
    • Fixed styling issues on Estimates and Purchase Orders for QBO UK (PL-16510)
    • Fixed an issue that caused an error when attempting to print a transaction on the Outlook Email Gadget (PL-16800)
    • Fixed an issue that caused CustomerName label to appear as a hyperlink in Donations app on QBO Global accounts (PL-17058)
    • Fixed an issue that caused Add Item link to show on Desktop screens in the Invoices app on QBO accounts (PL-17133)
    • Fixed an issue where Invoices are not marked as paid even though the balance is 0 (PL-16155)
    • Fixed an issue where taxes drop down was empty in the Sales Orders app on QBO Global (PL-16033)
    Cheers,
    Michael

  • Method Updates - May 18th, 2018

    The following updates are now live for users of Method.

    Bug Fixes

    • Fixed an issue with calculating the tax on transaction screens for QBDT accounts (PL-10909)
    • Added functionality on the Payment Portal to force payments to sync if they are set to Wait For Sync Approval (PL-16301)
    • Made Subtotal and Sales Tax read only in the Donations app for QBO Global accounts (PL-17042)
    • Added a default tax selection for Donations in QBO Global accounts that are entered through the Donor Pages app (PL-17043)
    • Fixed an error when loading the New/Edit Payment screen on QBO Global accounts (PL-17049)
    • Fixed an issue on on the mobile version of New / Edit invoice that caused the Add Item link to hide for QBO accounts (PL-17050)
    • Fixed an issue that caused the Total to appear twice on the New / Edit Donation screen for QBO Global accounts (PL-17057)
    • Hid the Currency column on transactions screens when viewed from a mobile device for QBO Global accounts (PL-17059)

    Cheers,

    Jason

  • Method Updates - May 16th, 2018

    The following updates are now live for users of Method.

    New Features

    • For QuickBooks Desktop accounts, Sync Region is now available as a session variable (PL-16391)
    • A new session variable is now available within Action Editor to show if the user is an administrator so that it is easier to add components designed to be viewable for Administrators (PL-16726)
    • User experience improvements within the Attachment Widget to allow file names to wrap (PL16728)
    • Custom Fields created within QuickBooks Online are now synced and available within tables in Method (PL-16733)
    • App Ribbon performance has been improved by 30% (PL-16664)
    • Import now supports tagging imported lists. (PL-15472)
    • Added Global add support for all apps including custom apps. (PL-15470)

    Bug Fixes

    • Fixed an issue with Retrieve Date time stored in an action result was changing 5-6 hours (PL-16474)
    • Fixed an issue where Changes Only Sync sometimes switched to Full Sync (PL-15301)
    • Fixed an issue with Editable Grids where errors occurred with hidden values on screen (PL-16427)
    • Fixed an issue with the Payment Gateway Currency Code was hardcoded to USD for QuickBooks Desktop Single Currency Accounts (PL-16585)
    • Fixed and issue with grids where selections count was displaying an incorrect value (PL-16782)
    • Fixed an issue with number formatting availability for Text type input fields  (PL-16795)
    • Fixed an issue to make the preferences table visible in the UI and actions for QuickBooks Online (PL-16875)
    • Fixed an issue to calculate the correct value for IsRatePercentage for QuickBooks Online US Sales Receipts (PL-15075)
    • Fixed an UI issue where the contact header 'Name,Search and New' remained highlighted when choosing an app from hamburger icon (PL-15738)
    • Fixed an issue with Date Picker occasionally triggering the incorrect date (PL-16676)
    • Fixed an issue with editable grids not displaying properly under specific circumstances(PL-16877)
    • Updated Gmail Gadget to include a link about upcoming release of new version. (PL-16487)
    • Fixed issue with viewing / uploading attachments on guest screens. (PL-16314)
    • Added Company Name to the default shipping address in the Purchase Orders app (PL-14775)
    • Enabled a Save link in the Donations app (PL-15836)
    • Fixed the Account Details Customer dropdown in the Purchase Order app (PL-15838)
    • Fixed an issue with item amounts in the Donation app (PL-15839)
    • Fixed the issue with Billing and Shipping address not updated when choosing another vendor (PL-15840)
    • Took out the Ship Method field from the Purchase Order app for QBO accounts (PL-15842)
    • Hid the tax dropdown in the Purchase Orders app (PL-15847)
    • Added RecordID column to the Sales Order List screen (PL-15895)
    • Took out the default value of 1 on the editable grid in the Purchase Order app (PL-15938)
    • Added better error messaging to the Contacts app when trying to delete a primary contact (PL-15940)
    • Removed validation for Tax on the editable grid in the Donations app (PL-16307)
    • Fixed an issue that caused donations to come in as $0 in the Donations app (PL-16333)
    • Fixed an issue that caused some Opportunities to not show up in reports if they are on the last day of the month (PL-16593)
    • Fixed an issue that prevented the Payment Ref Number from getting updated in the Payments app (PL-16811)
    • Fixed an issue that prevented the user from sending email campaigns when creating activities (PL-16813)
    • Fixed an issue with an item filter in the Donations app (PL-16930)
    • Fixed an issue that caused some users to redirect to an incorrect screen in Donations app (PL-16934)
    • Removed the text "PaymentMethodPlaceholder" on the Guest - View Invoice screen (PL-16971)
    • Added QTY, Rate, and Amount to editable grids in Donations (PL-16990)
    • Fixed an issue with tax dropdowns in Donations app (PL-16991)

    Cheers,

    Hector

  • Method Updates - Apr 25th, 2018

    The following updates are now live for users of Method.

    New Features

    • Linked fields are now available for use on Editable Grids (PL-16357)
    • The user experience for Select All for Grids and Editable Grids has been improved for clarity between selecting items in view and selecting all items across all pages. (PL-16388)

    Bug Fixes

    • Fixed issue with QBO accounts where ListBuilder table field sizes were too small. (PL-16076)
    • Fixed issue accessing Gmail Gadget setting when Method login email does not match Gmail email. (PL-16213)
    • Fixed issue where loading spinner would appear on public pages when security errors are displayed. (PL-11767)
    • Fixed issue with white space on Dashboard when collapsing the right panel. (PL-12739)
    • Fixed issue where user list was showing notification email instead of login email. (PL-14878)
    • Fixed issue with inviting users with the same username. (PL-14923)
    • Fixed issue with searching Link to QuickBooks Entity field when managing users. (PL-15662)
    • Updated text on Welcome Invite user screen to be more explicit. (PL-16221)
    • Fixed an issue with file attachments for multi-tenant accounts (PL-15801)
    • Updated grid headers to have the same default alignment as the column (PL-16350)
    Cheers,

    Michael
  • Method Updates - Apr 4th, 2018

    The following updates are now live for users of Method.

    Bug Fixes

    • Fixed an issue with hidden values on Editable Grids (PL-15921)
    • Fixed an issue for SaasPhalt App customers (PL-16073)
    • Fixed an issue with Authorize.net override URL (PL-16158)
    • Fixed an error with loops through attachment action (PL-16249)
    • Fixed an error  with editable grids  where read-only fields not always displaying the true value (PL-16245)
    • Fixed and error  with contact search results does not reappear after re-typing search name in new/edit activity (PL-16236)
    • Fixed an error deleting a custom view from the 'all users' section of 'manage views' where it does not clear it from the backend (PL-16118)
    • Fixed and issue with grids where users could not add columns once they remove all columns (PL-16052)
    • Fixed an issue wirh manage views to remove the drop down title "Standard View" from System Pages Grid view selector (PL-15995)
    • Fixed an issue with grid selection on the Email Campaigns Select Contacts screen (PL-15848)
    • Fixed file attachment issues for multi-tenant accounts (PL-15801)
    • Fixed an issue where customers were unable to change and save the display format of DateTime fields on screen (PL-15732)
    • Fixed an issue with filtering drop downs on editable grids (PL-15653)
    • Fixed an issue with drop downs not working on mobile app on Ipad (PL-15522)
    • Fixed an issue where a column click event on a grid column only worked the first time it was trigger by a user (PL-15077)
    • Fixed an issue with Purchase Order Line Descriptions randomly being switched around between items on the same Purchase Order on sync. (PL-16299)
    • Fixed an issue where the email campaign screen crashed when using Microsoft Edge (PL-16004)
    • Fixed an issue where Drop Downs occasionally lose focus (PL-15435)
    • Fixed issue with missing assignments when using peer to peer permissions (PL-15116)
    • Fixed issue with Import review screen filter dropdown causing errors (PL-15724)
    • Fixed issue where paging was being displayed on peer to peer grid even when only 1 page available (PL-15888)
    • Fixed issue that caused some users to be signed out during their session (PL-16239)
    • Fixed issue with generating cross tenant MIURLs for Multi-tenant accounts (PL-16285)

    Cheers,

    Hector

  • Method Updates - Apr 2nd, 2018

    The following updates are now live for users of Method.


    New Features

    • Added support for QBO UK as well as QBO Multi-Currency (PL-15956)
    • Reports added to the Invoices, Estimates, and Purchase Orders Apps (PL-4363)


    Bug Fixes

    • Updated captions on the Bills screen for QuickBooks desktop (PL-15640)
    • Corrected the item cost price logic on the Bills app (PL-15634)
    • Several fixes pertaining to internal activity emails and follow-ups (PL-14837, PL-14842, PL-15137, PL-16479)


    Cheers,

    Ashur

  • Method Updates - Mar 22th, 2018

    The following updates are now live for users of Method.

    New Features


    • For Method customer accounts that have QBO multi-currency activated, their customers that have a different currency than the company home currency will now see values in their (customer’s) currency (PL-15201)
    • Modifications to Method’s sync to enable support for QBO UK customers (PL-15362)

    Cheers,

    Hector

  • Method Updates - Mar 15th, 2018

    The following updates are now live for users of Method.

    Bug Fixes

    • Fixed issue with guest pages links for multi-tenant accounts (PL-16084)
    • Fixed issue with email body duplicating for some email providers (PL-15426)
    • Fixed issue with missing PaymentTransactionLog table (PL-13571)
    • Fixed 500 errors when using Method CDN (PL-15681)
    • Fixed issue with dropdowns that have integar values on editable grids (PL-16156)
    Cheers,

    Michael
  • Method Updates - Mar 2nd, 2018

    The following updates are now live for users of Method.

    Bug Fixes

    • Fixed an issue where Tax options were not appearing for QBO US users on the Invoices app.
    Cheers,
    Ashur
  • Method Updates - Feb 22nd, 2018

    The following updates are now live for users of Method.

    New Features

    • The ability to save searches, column selection and column sort order as a custom views for grids (PL-15310)
    • Call web service action now has support for sending headers and body when making calls. (PL-15058)
    • Universal search now has an option to open contacts in a new tab. (PL-15485)

    Bug Fixes

    • Fixed an issue to update date format examples in preferences to 2018 (PL-15714)
    • Fixed an issue with decimals in purchase orders sometimes causing an error (PL-15661)
    • Fixed issue with Global Add menu not being aligned (PL-15486)
    • Fixed issue with public pages in an iframe not loading for Safari. (PL-15296)
    • Fixed an issue where the appropriate Tax options were not appearing on editable grids for QBDT Global users. (PL-16009)
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