Method Community

 

Release Notes

  • Method Updates - Dec 13th, 2018

    The following updates are now live for users of Method.

    New Feature

    • Method Labs now available via Preferences > Display. (PL-19851) 
    Bugs
    • Fixed various Recurrence Widget issues. (Various tickets)
    • Fixed issue with using decimal values with Date Function action. (PL-19838)
    • Fixed issue with o date format when using the Date Function action. (PL-19838)
    • Fixed issue with timezones that on occasion was causing a blank dashboard. (PL-19908)

    Cheers,


    Michael

  • Method Updates - Dec 12th, 2018

    The following updates are now live for users of Method.

    New Feature

    • An updated Estimate Print Template is now available (PL-19015)
    • An updated Invoice Print Template is now available (PL-19014)
    • For QuickBooks online customers, the Customer Type field is now available in Contacts (PL-19857)

    Bugs

    • Fixed an issue with payments where Prder ID was being used as an identifier (PL-19784)
    • Fixed an issue with Web-To-Lead where the Vendor Name was being entered into the Company Name (PL-19627) 
    • Fixed an issue with Contacts where the title field is now expanded to 41 characters from 25 (PL-19710)
    • Fixed an issue with Contacts where Title was dissappearing because in QuickBooks it is stored in a different table as well (PL-19696)

    Cheers, 

    Hector

  • Method Updates - Dec 6th, 2018

    The following updates are now live for users of Method.

    New Feature

    • An updated Invoice Print Template is now available (PL-18063)

    Bugs

    • Fixed an issue with Generate Report action where it was not respecting "Optimize" checkbox. (PL-19117)
    • Fixed an issue with Screen Versions where in some scenarios they would not be displayed. (PL-19252) 
    • Fixed an issue with Payment Widget where an action execution error was returned instead of a response from the payment processor. (PL-19279)
    • Fixed an issue with MIURL not automatically taking a user into the account for Classic. (PL-18613)
    • Fixed an issue with the Free Email Limit template and increased the free limit to 5000 a month. (PL-19637)
    • Fixed an issue with Donations where the Thank You From Email field was generating an error (PL-19885)

    Cheers, 

    Michael

  • Method Updates - Dec 5th, 2018

    The following updates are now live for users of Method.

    New Feature

    • Support for Customer Type field sync in QBO US (PL-19817)

    Bug Fix

    • Fixed an issue where the last transaction was not updating for Contacts and Guest screens.

    Regards,
    Laks

  • Method Updates - Nov 29, 2018


    The following updates are now live for users of Method.

    Bugs

    • Fixed an issue with additional spacing on error messages in Method:Sidebar. (PL-17800)
    • Fixed an issue with attaching some files in Method:Sidebar. (PL-18181)
    • Fixed an issue with displaying all Opportunities and Cases in the Related field for Activities in Method:Sidebar. (PL-18602)
    • Fixed an issue where Description and Amount fields were set as required when creating an Opportunity in Method:Sidebar. (PL-18611)
    • Fixed an issue where some social links where not being saved on creating a new contact in Method:Sidebar. (PL-18816)
    • Fixed an issue where some accounts where getting permission errors related to Method:Sidebar. (PL-19626)

    Regards,

    Michael

  • Method Updates - Nov 21, 2018

    The following updates are now live for users of Method.

    New Feature

    • When a payment is made via the Portal using PayPal,Method users will now be notified of the payment (PL-14493)


    Regards,

    Hector

  • Method Updates - Nov 19, 2018

    The following updates are now live for users of Method.

    New Feature

    • Recurrence Widget is now available to be used on screens (PL-18108)
    • Designer displays a spinner when loading a screen (PL-19455)

    Regards,

    Michael

  • Method Updates - Nov 15, 2018

    The following updates are now live for users of Method.

    New Feature

    • Partial payments within the portal has been updated to additionally show the full balance during payment. 

    Regards,

    Hector

  • Method Updates - Nov 13, 2018

    The following updates are now live for users of Method.

    New Feature

    • Support for Title field sync in QBO (PL-18337)

    Bug

    • Fix an issue for QB Desktop Australian customers where Estimates are not syncing (PL-19517)

    Regards,
    Laks

  • Method Updates - Nov 08, 2018

    The following updates are now live for users of Method.

    New Feature

    • Within Invoices, there is now a Duplicate button, enabling the creation of a new invoice by copying an existing invoice (PL-19344)

    Bugs

    • Fixed issue with exporting a grid when rows are checked (PL-12605)
    • Fixed issue with grids on mobile where screen navigation would show hidden columns in some scenarios. (PL-12605)
    • Fixed issue with Contacts where the Twitter User Name field length was limited to 50 characters (PL-18861)
    • Fixed issue with the Contacts tile in the dashboard where the record count was sometimes incorrect (PL-17523)
    • Fixed issue when creating a new contact, focusing on the first name (PL-18998)
    • Fixrd issue when creating a new contact, where inactive users were appearing as options in the assigned to field (PL-19000)
    • Fixed issue with items where if an inventory item was a negative, the list of fields in the error message was improperly ordered (PL-17034)

    Regards,

    Michael

  • Method Updates - Nov 06, 2018

    The following updates are now live for users of Method.

    New Feature

    • Support for QBO description only line items sync for Sales Transactions(PL-19213)
    • Support for SalesReceipt - BillEmail field sync (PL-18391)

    Regards,
    Laks

  • Method Updates - Oct 31, 2018

    The following updates are now live for users of Method.

    Bug Fixes

      • Fixed an issue which was blocking Payments from syncing without any releated transactions (PL-19328)
      • Fixed an issue for QBO Global where Creating Invoice from an Estimate was duplicating line items (PL-19084)

    Regards,
    Laks

  • Method Updates - Oct 25, 2018

    The following updates are now live for users of Method.

    New Features

    • Web-To-Lead has been updated tenabling the ability to release and track multiple forms, and a number of general UX improvements. (PL-17962)

    Bugs

    • Fixed a couple of issues with the Estimate print template, adding missing labels, prefilling and "0.00" for values for consistency (PL-16829)
    • Fixed a couple of issues with Purchase Order print templates. where the currency symbol was missing for some instances, and vendor name was missing (PL-16844)
    • Fixed an issue with the customer balance not update for QuickBooks Desktop users on the contact screen, under specific circumstances (PL-18658)
    • Fixed an issue with customer sales tax cod on transaction screens filtering out Non and Tax values. (PL-17970)

    Cheers,

    Hector

  • Method Updates - Oct 24, 2018

    The following updates are now live for users of Method.

    New Feature

    • Updated the clear duplicates tool in AlocetSystem to support Leads and Wait for Sync Approval (PL-19178)
    • Re-enable Sync hyperlink after 30 minutes to handle timer issues (PL-18231)
    • Web-To-Lead has been updated enabling the ability to release multiple forms, and a number of general UX improvements. (PL-17962)


    Bug Fixes

    • Fixed issue where Sync was aborting when syncing Items and transactions with Saskatchewan taxes (PL-19073)
    • Fixed issue in QBO where Line items were not getting deleted/archived when transactions were deleted/archived (PL-19164)
    • Fixed an issue where transactions were running into conflicts when line item order is changed in QuickBooks Desktop (PL-19060)

    Regards,
    Laks

  • Method Updates - Oct 19, 2018

    The following updates are now live for users of Method.

    Bugs

    • Fixed issue with Reminders where mobile links where not always being generated. (PL-14572)
    • Fixed issue with Reminders where links where pointing to View Activity instead of New / Edit Activity screen. (PL-18904)

    Cheers,

    Michael

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