Method Community

The following updates are now live for users of Method Fixes Tables & Fields - Fixed an issue where a new drop-down field didn't appear in the table without manually refreshing. (NCNG-1422) Xero - Fixed an issue where saving changes to an Account caused sync validation errors with Xero. (PL-63005) Signature - Fixed an issue where the ...

The following updates are now live for users of Method Fixes Export - Fixed an issue where grid export failed after navigating away from and back to a screen due to selection state being cleared on reload. (PL-62939) Regards, John

The following updates are now live for users of Method New Capabilities Actions - Added a Trim function to Text Functions actions with configurable options to remove leading and trailing whitespace, collapse internal spaces, preserve newlines, and treat tabs as spaces. (PL-62792) Enhancements QBO - Added bidirectional sync support for ...

The following updates are now live for users of Method Enhancements Email Campaigns - Improved the List screen by converting it to an editable grid and updating button styling. (PL-62757) Web To Lead - Improved the List screen by converting it to an editable grid and updating button styling. (PL-62754) Fixes Grids Fixed an ...

Hi Espoir, You don’t need a custom field for this. Put the Quantity field into the group footer (the band that summarizes that group), then apply a summary to it. Steps: Add a GroupFooter for the item group (so you have a place to show totals). Move the Quantity field from Details into that ...

Hello,  I am trying to create a report that takes items with the same description, groups them,adds their quantities,  and prints the sum on the report.  I was able to group the Items using the Group Header section in the report, but adding their quantity and print sum has given a lot of issues. I tried ...

The following updates are now live for users of Method Fixes Editable Grid - Fixed an issue where the grid sorting button was unexpectedly hidden in some scenarios on mobile. (PL-62832) Internal Notes - Fixed an issue where Internal Note was presented as an option in the Quick-Add button, despite this not being a valid flow and presenting an ...

The following updates are now live for users of Method Enhancements Sign In - Added clear UI messaging when a password can’t be reused, across reset and change-password flows. (PL-62771) Payments - List screen improvements (convert to editable grid, styling updates to buttons). (PL-62027) Cases - List screen improvements (convert to ...

The following updates are now live for users of Method Fixes Multi-entity - Fixed UI inconsistencies on the setup flow, including consistent “Super Admin” labeling. (PL-61267) Regards, Courtney

The following updates are now live for users of Method Fixes Multi-Entity - Fixed an issue where records could fail to save with an invalid/missing TenantID error. (PL-62840) Multi-Entity - Fixed a sizing issue in the Super Admin invite flow so the modal adjusts to content and scrolls when needed. (PL-61266) Regards, Phil