Method Community

 

Release Notes

  • 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)
  • Method Updates - Feb 16th, 2018

    The following updates are now live for users of Method.


    New Features

    • Added Editable Grids to the Sales Orders app (PL-14788)
    • Added Markup and Markup % column to the Editable Grid on the Estimates app for QuickBooks Desktop users (PL-15943)


    Bug Fixes

    • Improved validation on the Sales Orders and Sales Receipts apps for QBO accounts (PL-15726)


    Cheers,

    Ashur

  • Method Updates - Feb 15th, 2018

    The following updates are now live for users of Method.


    New Features

    • Added Editable Grids to the Invoices app (PL-14728)


    Bug Fixes

    • Improved validation of Invoices app for QBO accounts (PL-15726)


    Cheers,

    Ashur

  • Method Updates - Feb 14th, 2018

    The following updates are now live for users of Method.


    New Features

    • Added Editable Grids to the Estimates app (PL-14728)


    Bug Fixes

    • Improved validation of Estimates app for QBO accounts (PL-15726)


    Cheers,

    Ashur

  • 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

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