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Method Platform Updates - July 26, 2013

27 July 2013 Written by
Published in Releases

Method CRM Release Notes


Method Platform Updates - July 26, 2013

Posted: 26 Jul 2013 08:03 AM PDT

"July" version now available

The following updates are available on the staging site, as of July 26th.  You can access the July version by clicking "Switch to the July Version" when you sign into Method.

  • Fix - the latest versions of Chrome for Mac caused issues with the Method timer object. We created a code workaround for the live site, and a more permanent solution for the stage site.
  • Fix - the spell checker is back working again after Google shut down the service we were depending on for spell check. An alternative solution has been put in place.
  • Fix - readonly datetime fields were not respecting format settings.
  • Fix - emailing an attachment was not working for attachments assigned to an action result via the Retrieve Value From Table action.
  • Fix - money fields were hardwired to show 2 decimal places rather than what users chose.
  • Fix - dropdown list should filter on paging, only when the dropdown was opened via typing in.
  • Fix - Grid filter fix for dates. As a date "jul-" was breaking for filtering dates using the grid filter row. 2 Issues. 1. jul- should not have broken it, since - is a character we are supposed to handle. 2. If the filter was not a valid date it would not tell the user it is an invalid date, it would just remove it from the filter list and continue on.
  • Fix - If a custom QuickBooks field is used in a grid, then goes to QuickBooks and changes the case of a letter in the name, the field would show up again in the list of fields to be added in a grid.
  • Fix - Added a check in File Upload that if the file being uploaded had a "#" in the name.

The power of 'Tags' within Method CRM Featured

26 July 2013 Written by
Published in Releases
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Tags are a recent addition to the Method CRM offering. Tags provide a potent and dynamic approach to assigning classifications and categories to records.

I can already here people saying....

"But we already had this functionality within Method?"

True, this functionality existed via traditional drop-down menu selections. The difference is that now, with tags, you can assign multiple tags to single records. For example, you could tag a contact with different locations; 'Liverpool', 'Merseyside' and 'North West'. That contact would then appear in any filter rule using any or all of the tags. Tags can also save vital screen-space by lowering the overall amount of custom fields required for certain elements of functionality.

If you're interested in harnessing the power of tags within Method don't hesitate to get in touch. A solution is only a phone call away.

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