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

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

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

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

The following updates are now live for users of Method

Fixes

• Sign In - Fixed an issue where email change verification links could fail after multiple requests. (PL-61171)

Regards,

Courtney

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

The following updates are now live for users of Method

Fixes

• App Ribbons - Fixed an issue where "Request Limit Exceeded" message appears when accessing apps inside an app ribbon. (PL-61489)

Regards,

Phil

The following updates are now live for users of Method

Enhancements

• Schedule - Added reschedule time preferences to the wait list blocks, and enabled moving visits to and from the wait list. (PL-61370)
• Schedule - Enabled the Wait List tab on the Scheduling Calendar. (PL-61327)
• Editable Grids - Adding more flexibility to the configuration of mobile columns. (PL-61145)
• Schedule - Adding "Visits" and "Service Request" tiles to the Guest - Customer Home portal screen. (PL-59939)

Fixes

• Schedule - Fixed an issue where an error message was presented when attempting to send an email for an unassigned visit. (PL-61335)
• Schedule - Fixed an issue where a visit's status did not update to Rescheduled when the date was changed. (PL-61334)
• Schedule - Fixed an issue where estimate visit instructions got overwritten by "Estimate visit". (PL-61322)
• Schedule - Fixed an issue where new work order visits always were set to "To be invoiced" regardless of the user's selection. (PL-61320)
• Sync Conflicts - Fixed the 'Show more' button field to Edit mode instead of expanding it. (PL-61464)

Regards,

Arshi

The following updates are now live for users of Method

Enhancements

• Schedule - Added reschedule time preferences to the wait list blocks, and enabled moving visits to and from the wait list. (PL-61370)
• Schedule - Enabled the Wait List tab on the Scheduling Calendar. (PL-61327)

Fixes

• Schedule - Fixed an issue where an error message was presented when attempting to send an email for an unassigned visit. (PL-61335)
• Schedule - Fixed an issue where a visit's status did not update to Rescheduled when the date was changed. (PL-61334)
• Schedule - Fixed an issue where estimate visit instructions got overwritten by "Estimate visit". (PL-61322)
• Schedule - Fixed an issue where new work order visists always were set to "To be invoiced" regardless of the user's selection. (PL-61320)

Regards,

Harman

The following updates are now live for users of Method

Enhancements

• Modal - Updated close pop-up action panel layout in action editor. (PL-60942)

Fixes

• Action Editor - Fixed an issue where resizing the screen would close action editor. (NCNG-164)

Regards,

Courtney

The following updates are now live for users of Method

Enhancements

• Donations - Clicking the “Add new” link within the Customer dropdown on the New/Edit Donation screen now opens a quick-add pop-up screen. (PL-60447)
• Send Email - Clicking the “Add new” link within the Contact dropdown on the Send Email screen now opens a quick-add pop-up screen. (PL-60441)
• Estimates - Clicking the “Add new” link within the Customer dropdown on the New/Edit Estimate screen now opens a quick-add pop-up screen. (PL-60431)
• Sales Receipts - Clicking the “Add new” link within the Customer dropdown on the New/Edit Sales Receipt screen now opens a quick-add pop-up screen. (PL-60435)

Fixes

• Tables - Fixed an issue where changes to a field's Required setting were not being saved correctly. (NCNG-484)
• Grids - Fixed an issue where Grid Builder V2 displayed a blank screen on load. (NCNG-146)
• Tables & Fields - Fixed an issue where dropdowns in the Jobs table were marked as unique. (PL-60973)

Regards,

John

The following updates are now live for users of Method

Enhancements

• Home - Updated insights section to refresh daily. (GROW-17)
• Jobs - Clicking the "Add new" link within the Contact dropdown on the Create Job screen now opens a quick-add pop-up screen. (PL-60443)

Fixes

• Sync Conflicts - Fixed an issue where clicking “Show more” navigates to Conflict Details instead of expanding inline. (PL-60869)
• Home - Fixed an issue where newly added users saw the "Insights Failed to Load" error on first arrival. (GROW-14)
• Jobs - Fixed an issue where the Contact dropdown on the Create Job Invoice screen displayed the Customer name instead of the Contact name. (PL-61323)
• Jobs - Added an "Add new" link within the Job Type dropdown. (PL-61321)

Regards,

Phil

The following updates are now live for users of Method

Enhancements

• Calendar - Updated calendar event rendering to display multiple assignees per event. (PL-61008)

Fixes

• QBDT - Fixed an issue where some accounts showed the wrong currency by aligning company currency to the file’s country. (PL-60978)

Regards,

Arshi

The following updates are now live for users of Method

Enhancements

• Proposals - Clicking Add New in the Customer or Contact dropdown now opens a quick-add modal screen. (PL-60444)
• Work Orders - Clicking Add New in the Customer dropdown now opens a quick-add modal screen. (PL-60442)
• Payments - Clicking Add New in the Customer dropdown now opens a quick-add modal screen. (PL-60438)
• Sales Orders - Clicking Add New in the Customer dropdown now opens a quick-add modal screen. (PL-60433)
• Invoices - Clicking Add New in the Customer dropdown now opens a quick-add modal screen. (PL-60432)
• Home - Improved insight calculations to track relevant records from the last 30 days. (PL-60808)
• Home - Added new insights cards for Low-health customers and Revenue distribution %. (PL-60169)
• Home - Improved grid filter accuracy when navigating through the insights blocks. (PL-60809)

Fixes

• Outlook Gadget - Fixed an issue where gadget was throwing server error after login when accessed via Safari and Firefox. (PL-60502)
• Donations - Fixed an issue where the processing fee was added twice. (PL-61283)

Regards,

Courtney

The following updates are now live for users of Method

Enhancements

• Opportunities - Clicking Add New in the Contact dropdown now opens a quick-add modal screen. (PL-60430)
• Send Email - Clicking Add New in the Contact dropdown now opens a quick-add modal screen. (PL-60441)
• Cases - Clicking Add New in the Contact dropdown now opens a quick-add modal screen. (PL-60445)
• Multi-entity - Added ability to request Audit Trail archives. (PL-60784)

Fixes

• App builder - Fixed drag handles not showing up in certain scenarios. (NCNG-457)
• Email - Fixed an issue where extra special characters got added to emails in some scenarios. (PL-61037)
• User Management - Fixed an issue where accessing permissions for inactive users could return a 500 error. (PL-61240)

Regards,

John