Method Community

 

Release Notes

  • Method Updates - Sept 19, 2018

    The following updates are now live for users of Method

    New Features

    • Enable Method Support to Reset Quickbooks file from AlocetSystem for any account and disable the option for users (PL-18367)

    Bug Fixes

    • Fixed an issue where sync is logging more calls to sync logs than necessary (PL-18802)

    • Fixed an issue where item was a required field for description only line items for Bills (PL-17342)

    Regards

    Laks

  • Method Updates - Sept 13, 2018

    The following updates are now live for users of Method.

    Bugs

    • Fixed an issue where names with special characters were not displaying profile pictures. (PL-15055)
    • Fixed an issue where Recently View Contacts was not working for tenants of a multi-tenant account. (PL-17073)
    • Fixed an alignment issue on the invite user screen. (PL-17489)
    • Fixed issue where users invited on multi-tenant accounts were not getting the correct TenantID (PL-17569)
    • Fixed issue with Math Function action where on occasion it was incorrectly rounding values (PL-18103)
    • Fixed issue where incorrect sync conflict message was being presented to users for Payments. (PL-18192)
    • Fixed issue where pagination was not working when viewing Sync Conflicts. (PL-18735)

    Cheers,

    Michael

  • Method Updates - Sept 12th, 2018

    The following updates are now live for users of Method.

    New Features

    • Removed (hide) the Sales Tax Code dropdown from New Contact screens for Customers and Leads for QBO US users only (PL-17635)

    Bug Fixes

    • Fixed an issue with QuickBooks Desktop where Sales Tax Code was showing the same values in Sales Tax Item on the New Contact screen (PL-16716)

    Cheers,

    Hector

  • Method Updates - Sept 6th, 2018

    The following updates are now live for users of Method.

    New Features

    • Payment Processing has been added to Donations (PL-3674)

    Bugs

    • Fixed an issue with the Donor Pages email templates (PL-15137)
    • Fixed an issue where the New/Edit Donation screen had missing functions (PL-18086)

    Cheers,

    Hector

  • Method Updates - Sept 5, 2018

    The following updates are now live for users of Method.

    Bugs

    • Fixed issue where button colours were not correct in all instances. (PL-17623)
    • Fixed issue where Select All Records bar was missing from grids. (PL-18656)
    • Fixed issue where transaction dates are going back by a day for users in Australia (PL-15593)
    • Fixed an issue where apps were not loading for some QBDT customers on sign up (PL-18223)
    • Fixed an issue in Method API where deleted records were not syncing to QuickBooks (PL-18252)
    • Fixed an issue where transactions were not getting deleted in Method if deleted in QuickBooks (PL-18238)

    Cheers,

    Michael

  • Method Updates - Sept 4, 2018

    The following updates are now live for users of Method.

    Bugs

    • Fixed issue where editable grid change event was being fired twice (PL-17650
    • Fixed issue where mini calendar icon was missing for the calendar on tablet devices (PL-17160)
    • Fixed issue where "Select All" yellow banner was not being displayed (PL-18599)
    • Fixed issue where Method:Sidebar links for classic where asking you to select an account (PL-17436)
    • Fixed issue where Method:Sidebar was not accepting "$" in Opportunity amount field (PL-17729)
    • Fixed issue where Method:Sidebar was not trimming blank lines when displaying records in the list cards (PL-17745)
    • Fixed issue where Method:Sidebar was displaying correct error when the Due Date field is invalid (PL-18008)
    • Fixed issue where Method:Sidebar was not always correctly showing the Contact avatar (PL-18595)
    • Fixed issue where Method:Sidebar was throwing an error if duplicate entities exist (PL-18066)
    • About section is now being displayed for Method:Sidebar (PL-17799)

    Cheers,

    Michael

  • 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

  • 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

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