Method Community

Method Updates - April 28th, 2026

Method_Arshi — Tue, 28 Apr 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

Tables & Fields - FIxed a bug with creating dropdowns from a new table. (NCNG-1060)
Grids - Fixed an issue where you were able to set a negative value for "Rows on Add". (NCNG-797)
Purchase Orders - Fixed typo in preference screen where "Customer" was shown instead of "Vendor". (PL-54031)
Sales Orders - Fixed an issue where sales order emails open blank when no email notification template is selected (PL-60996)

Regards,

Arshi

Method Updates - April 27th, 2026

Method_Harman — Mon, 27 Apr 2026 13:40:00 GMT

The following updates are now live for users of Method

Enhancements

Editable Grid - Updated the column width calculation logic for Date/Time fields to more closely respect the Fixed width configuration. (PL-62092)
Opportunities - List screen improvements (Convert to editable grid, update default view filters, update button styling & position). (PL-61472)
Activities - List screen improvements (Convert to editable grid, update button styling & position). (PL-61436)

Fixes

Multi-entity - Fixed an issue where Super Admin invitations could fail to send in some accounts. (PL-62011)
Editable Grid - Fixed an issue where the "make default" star icon within Manage Views displayed incorrectly on mobile. (PL-62116)

Regards,

Harman

Method Updates - April 24th, 2026

Method_ Courtney — Fri, 24 Apr 2026 14:10:00 GMT

The following updates are now live for users of Method

Fixes

Currency - Fixed an issue where the Currency was not visible before Sync on New / Edit [Estimate, Bill] screens. (PL-61677)
Sign in - Fixed an issue where “Sign in with Microsoft” could fail and show an unexpected error page after authentication. (PL-61842)

Regards,

Courtney

Method Updates - Apr 23rd, 2026

Method_John — Thu, 23 Apr 2026 12:48:00 GMT

The following updates are now live for users of Method

Enhancements

Editable Grids - Modified the column width logic for Date fields to more closely respect Fixed width configurations. (PL-62092)
Opportunities - List screen improvements (convert to an editable grid, updated view filters, button styling changes). (PL-61140)

Fixes

Currency - Fixed an issue where the Currency was not visible before Sync on New / Edit [Estimate, Bill] screens. (PL-61677)
Sign in - Fixed an issue where “Sign in with Microsoft” could fail and show an unexpected error page after authentication. (PL-61842)
Editable Grids - Fixed an issue in Manage Views on mobile where the star icon was displayed incorrectly and a tooltip appeared when changing the default view. (PL-62116)

Regards,

John

Method Updates - April 22nd, 2026

Method_Phil — Wed, 22 Apr 2026 14:20:00 GMT

The following updates are now live for users of Method

Fixes

QBDT Sync - Fixed an issue where the Method to QuickBooks sync was not working. (PL-62313)

Regards,

Phil

Method Updates - April 21st, 2026

Method_Arshi — Tue, 21 Apr 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

App Ribbon - Fixed an issue where "Back" and "Save & Back" buttons inside an app ribbon didn’t return the user to the previously opened screen (PL-62012)

Regards,

Arshi

Method Updates - April 20th, 2026

Method_Harman — Mon, 20 Apr 2026 15:30:00 GMT

The following updates are now live for users of Method

Enhancements

Process Payment Action - Updated the trigger and timing of the App Routine selected in the action to run when the payment is Pending. (PL-61493)

Fixes

QBDT Sync – Fixed an issue where deleted Price Levels were still showing in Method. (PL-62138)
Grids - Fixed an issue on legacy grids where grid redundantly reloads data on record click before navigating (PL-62008)
Runtime - Fixed an issue where lag is experienced when switching apps and opening records. (PL-62055)
Editable Grid - Fixed an issue where some session variables were not available to be used as references. (PL-55939)

Regards,

Harman

Method Updates - April 17th, 2026

Method_ Courtney — Fri, 17 Apr 2026 14:30:00 GMT

The following updates are now live for users of Method

Fixes

Editable Grid - Fixed an issue where currency-formatted fields were disappearing on an update. (PL-62054)
Modal - Fixed an issue where modals and show messages persisted after clicking browser back/forward buttons. (PL-61670)

Regards,

Courtney

Method Updates - April 15th, 2026

Method_Phil — Wed, 15 Apr 2026 14:20:00 GMT

The following updates are now live for users of Method

Fixes

Grids - Fixed an issue where selectable rows on save appeared frozen (PL-61568)
Grids - Fixed an issue where grids display a load behaviour on click before navigation (PL-61717)
Multi-entity - Added breadcrumbs back to the management page for clearer navigation within Account Settings. (PL-58199)

Regards,

Phil

Method Updates - April 14th, 2026

Method_Arshi — Tue, 14 Apr 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

Home - Fixed error when attempting to navigate to an activity from the To do list modal. (GROW-195)
Invoices - Fixed an issue where access permission settings not working correctly within sales rep dropdown in invoice reports (PL-61693)

Regards,

Arshi

Method Updates - April 13th, 2026

Method_Harman — Mon, 13 Apr 2026 15:00:00 GMT

The following updates are now live for users of Method

Enhancements

Sales Orders - Introducing the Quick-Add Customer Modal experience to the New/Edit Sales Order screen for QBO users. (PL-61810)
Tables & Fields - Exposed the PaymentStatus field in the PaymentTransactionLog table. (PL-61687)

Fixes

Customers & Leads - Fixed some mobile design and layout issues on the Modal - New Contact screen. (PL-61457)
Customers & Leads - Fixed an issue on the Modal - New Contact screen where the Name in QuickBooks did not default to the CompanyName if one was entered. (PL-61791)
Cases - Fixed an issue where, after creating a new contact via the quick-add modal, the new contact was not selected in the dropdown. (PL-61793)
Actions - Fixed an issue where the Process Payment Setup Action raises an error when there are no records in the PaymentGateway table. (PL-60025)
Home - Fixed error when attempting to navigate to an activity from the To do list modal. (GROW-195)

Regards,

Harman

Method Updates - April 7th, 2026

Method_Arshi — Tue, 07 Apr 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

Recurrence Widget - Fixed an issue where an extra occurrence was being generate inside a work order (PL-61296)
Recurrence Widget - Fixed an issue of incorrect dates inside recurrence widget (PL-61358)
Multi-Select - Fixed an issue where multi-select was no longer selectable within the calendar resource selection. (PL-61719)
Multi-Select - Fixed an issue where multi-select component view showing inside screen designer properties panel (PL-61718)
Donations - Fixed an issue in the recurring donations logic causing some recurring donations to be processed twice due to the Daylight Savings time change. (PL-61606)
Opportunities - Fixed an issue where some stock Lead Source options could be deleted, causing errors in the Reorder workflows. (PL-61662)
Send Email - Fixed an issue where Xero users experienced a "No matching records found" error when sending an email. (PL-61722)

Regards,

Arshi

Method Updates - March 31st, 2026

Method_Arshi — Tue, 31 Mar 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

App Ribbons - Fixed an issue where New/Edit Activity screen inside an app ribbon did not refresh after sending email (PL-60685)
Grids - Fixed an issue where duplicate records are created from modal save after entering information inside a grid in a modal (PL-61206)
Items - Fixed an issue where QBO bundle items were not accessible (PL-61654)
App Ribbons - Fixed an issue where activity opened from app ribbon disappears when window is resized (PL-61675)
Modal - Fixed an issue where save/refresh triggers were failing prior to modal launch (PL-61632)
Refund Receipts - Fixed 500 errors for the Desc field on item tables. (PL-61790)
Sync widget - To remove the resize handle from Screen Designer (PL-61741)
Actions - Fixed an issue where the Process Payment - Set Up action produced an error (PL-60025)

Regards,

Arshi

Method Updates - March 30th, 2026

Method_Harman — Mon, 30 Mar 2026 15:00:00 GMT

The following updates are now live for users of Method

Fixes

Actions - Fixed an issue with file URLs causing action execution errors. (NCNG-619)
[No Code] Dashboard - Insights Beta is not displaying accurate data. (PL-61491)
Method Pay - Issues and errors when accessing the Payment Gateways page in Alocet. (PL-61720)
Multi-entity - Fixed an issue where redirects to Manage Permissions could fail for entities with spaces in their display name. (PL-61644)

Regards,

Harman

Method Updates - March 27th, 2026

Method_ Courtney — Fri, 27 Mar 2026 14:00:00 GMT

The following updates are now live for users of Method

Enhancements

Onboarding - Implemented stockapp welcome banners and app empty state overlays. (GROW-9)

Fixes

Grids - Fixed an issue preventing columns from being deleted in grid builder v2. (NCNG-688)

Regards,

Courtney

Method Updates - March 26th, 2026

Method_John — Thu, 26 Mar 2026 13:15:00 GMT

The following updates are now live for users of Method

Enhancements

Multi-entity - Updated bulk invites to set the default TenantID from the user’s permitted entities, ensuring onboarding To Do items are created where they have access. (PL-61661)

Fixes

Grids - Fixed an issue where tab key navigation does not highlight the next line item. (PL-61674)
User Management - Updated Customizer role invites to default Edit and Delete permissions to enabled. (PL-59532)
Multi-entity - Fixed an issue where bulk-invited users could appear in Editable Grid V2 for entities they don’t have access to. (PL-61646)
Schedule - Fixed an issue on the View Visit modal where the start and end date/time inputs were not disabled for visits set to be scheduled later. (PL-61326)
Customers & Leads - Fixed an issue where the user was navigated to the View Contact screen after creating a record via the "full form" from the Quick-Add modal, instead of back to the original workflow screen. (PL-61524)
Schedule - Fixed an issue where the Upcoming Visits tile was missing from the Guest - Customer Home portal screen. (PL-61681)

Regards,

John

Method Updates - March 25th, 2026

Method_Phil — Wed, 25 Mar 2026 14:20:00 GMT

The following updates are now live for users of Method

Enhancements

Recurrence widget - Multi-select values set on the series now propagate down to the occurrences. (PL-61444)

Fixes

Multi-entity - Fixed an issue where bulk-invited users could show incorrect usernames. (PL-61645)
Customers & Leads – Fixed an issue where creating a contact or customer from the Quick-Add modal’s “Full Form” option would redirect users to the View Contact screen instead of returning them to the screen where the action was originally initiated. (PL-61702)
Grids - Fixed an issue where tab key navigation did not highlight the next line item. (PL-61674 )
Modal - Fixed an issue where dropdown menus and date time picker calendar gets clipped by modal boundary. (PL-60941)
Grids - Fixed an issue where the hide view selector configuration was not working on the mobile app. (PL-61105)
Grids - Fixed an issue where grid export fails with 100,000 record limit error despite fewer records displayed. (PL-61340)

Regards,

Phil

Method Updates - March 24th, 2026

Method_Arshi — Wed, 25 Mar 2026 03:30:00 GMT

The following updates are now live for users of Method

Fixes

Grid - Fixed an issue where calendar date selection was blocked on edit inside an advanced filter grid (PL-60848)

Regards,

Arshi

Method Updates - March 20th, 2026

Method_ Courtney — Fri, 20 Mar 2026 15:53:00 GMT

The following updates are now live for users of Method

Fixes

Sync - Fixed the issue with Sales receipt conflicts "You cannot set the the rate for the given sales tax item line, use the amount field instead". (PL-61420)
Date/Time Picker - Fixed an issue where it was difficult to select a time on iOS devices. (PL-59905)
Email - Fixed an issue where the Retry button appeared on the Email History page for bounced emails, despite the fact they cannot be resent. (PL-60969)
Multi-entity - Fixed an issue where records continued sharing across tenants after access was removed. (PL-61735)

Regards,

Courtney

Method Updates - March 19th, 2026

Method_John — Thu, 19 Mar 2026 12:57:00 GMT

The following updates are now live for users of Method

Fixes

Search - Fixed an issue where searching by customer name returned an error. (PL-61452)
Modal - Fixed an issue where empty Open Screen as a Pop-up action fields still displayed modal on runtime screens. (PL-58911)
Estimate - Fixed an issue where duplicating an accepted estimates retains previous signature. (PL-55875)
Bills - Fixed an issue where accounts dropdown on New/Edit Bill screen referenced all accounts instead of just Accounts Payable type (PL-60538)
QBO Refund Receipts - Fixed an action Execution Error 'Invalid object name 'viewaccRefundReceiptLine' on an App routine execution. (PL-61612)

Regards,

John

Method Updates - March 18th, 2026

Method_Phil — Wed, 18 Mar 2026 16:21:00 GMT

The following updates are now live for users of Method

Enhancements

Multi-entity - Updated “Assigned To” dropdowns to include all users with access to the current entity. (PL-60519)

Fixes

Time Tracking - Fixed an issue where we were getting "Please supply a duration for the time activity" error. (PL-59683)

Regards,

Phil

Method Updates - March 17th, 2026

Method_Arshi — Tue, 17 Mar 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

App Marketplace - Fixed an issue where app permissions are not updating in a timely manner. (GROW-143)
Donations - Fixed an issue where the recurring donation app routine would error out if the donor did not have an email address in the system. (PL-61585)
Customers & Leads - Fixed an issue where contacts created via the quick-add modal displayed an incorrect icon in the profile picture column. (PL-61215)
User Management - Fixed an issue where the app was incorrectly labeled "Customers & Leads" instead of "Contacts" for some users (should match the app name on the app dashboard). (PL-61076)
App Routine - Fixed an issue where the Loop Through List action was unavailable for use in app routines. (PL-58709)

Regards,

Arshi

Method Updates - March 16th, 2026

Method_Harman — Mon, 16 Mar 2026 13:33:00 GMT

The following updates are now live for users of Method

Fixes

Multi-entity - Fixed an issue in the App Marketplace Super Admin UI. (PL-60406)
Editable Grid - Fixed an issue where search did not work as expected on mobile. (PL-61614)
Actions - Fixed an issue where an unconfigured Loop Through List action caused errors and locked the action editor in an endless saving state. (PL-61383)

Regards,

Harman

Method Updates - March 13th, 2026

Method_ Courtney — Fri, 13 Mar 2026 14:21:00 GMT

The following updates are now live for users of Method

Fixes

Regards,

Courtney

Method Updates - March 12th, 2026

Method_John — Thu, 12 Mar 2026 14:17:00 GMT

The following updates are now live for users of Method

New Capabilities

Multi-Select DropDown - Multi-Select now supported within recurrence widget. (PL-61444)
Multi-Select DropDown - Multi-Select now supported within grids. (PL-61239 )

Enhancements

Method Pay - Updates to the CTAs, buttons, and connection status pill on the Payment Gateways system page (Dark). (PL-60793)

Fixes

Sync Conflicts - Fixed an issye where 'Show more' button edits the field instead of expanding. (PL-61464)
Jobs - Fixed an issue where the insights blocks at the top of the Jobs List appeared stretched on mobile. (PL-61456)
Home - Fixed and issue where the tab selection would not update when navigating to a grid from the insight card. (GROW-13)

Regards,

John