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  • Method Updates - August 7th, 2025

    The following updates are now live for users of Method Fixes Opportunities - Resolved opportunity lines in mobile miscalculating amount and pipeline value (PL-56177) Grids - Fixed an issue with the configuring sort for numeric fields. (PL-52581) Sync Conflicts - Resolved sync conflict navigation issue when deleting a record ...
    Posted to Release Notes (Weblog) by Method_John on 08-07-2025
  • Method Updates - August 5th, 2025

    The following updates are now live for users of Method Enhancements Actions - Added "Weeks", "Months", "Years" as new options to the Date Difference function in the Date Functions action. (PL-52949) Regards, Arshi
    Posted to Release Notes (Weblog) by Method_Arshi on 08-05-2025
  • Re: grid column formula

    Hi MarkC, There is no SQL override in Method like in NEW Classic. Aggregate from a linked table but only in specific contexts. Workaround using Actions + Fields: You can create a numeric field (e.g., “Total Amount”) in the parent table. Then use Actions (e.g., “Loop Through Table”) in a screen ...
    Posted to Method General Q & A (Forum) by Method_Inderdeep on 08-05-2025
  • Re: New to report designer

    Hello Pelectric, Thanks for reaching out and welcome to Method! We’re excited that you’re exploring what the platform can do. You’re absolutely right. The Report Designer and customization tools are incredibly powerful, but we understand the learning curve can feel steep at first. Hands-on training & customization ...
  • Re: New to report designer

    Hi Pelectirc,  There are a number of people who will customize the account for you.  You can search for someone on the Method partner page. We, Cloud Consultancy, are listed there.  Also, Method provides customization services.  Hope that helps.
    Posted to Method:Classic General Q&A (Forum) by MarkC on 08-04-2025
  • New to report designer

    I'm giving Method a free trial run to see if it really can do whatever I want it to do. Just started messing with the report designer. Watched a few youtube tutorials, but this learning curve is HUGE. Does method, or anyone else, offer hands-on training or a walkthrough via screenshare? Or paid? I'd gladly pay a one-time fee for ...
    Posted to Method:Classic General Q&A (Forum) by Pelectric on 08-03-2025
  • Method Updates - July 31st, 2025

    The following updates are now live for users of Method Fixes Buttons - Fixed an issue where the "Fixed" button width configuration did not work as expected. (PL-47465) Regards, John
    Posted to Release Notes (Weblog) by Method_John on 07-31-2025
  • grid column formula

    Can you have a formula that aggregates data from a linked table? I believe it use to be called sql overide
    Posted to Method General Q & A (Forum) by MarkC on 07-30-2025
  • Method Updates - July 30th, 2025

    The following updates are now live for users of Method Enhancements Onboarding - Improved QBDT download functionality to reducing blocks by browser. (PL-54750) Fixes Accounting Cleanup - Fixed the issue causing the error when inserting the PO lines. (PL-55972) Regards, Nicolas
    Posted to Release Notes (Weblog) by Method_Nicolas on 07-30-2025
  • Method Updates - July 29th, 2025

    The following updates are now live for users of Method Fixes Grids - Fixed an issue where default values weren’t cleared when columns changed. (pl-54164) QBO Sync - Implemented a fix to handle duplicate records from being created. (PL-55895) Regards, Arshi
    Posted to Release Notes (Weblog) by Method_Arshi on 07-29-2025
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