The following updates are now live for users of Method

New Capabilities

• Actions - Added Strip HTML and HTML Decode options to the Character Function action. (PL-64250)

Fixes

• Sign-in - Fixed an issue where sign-in and password-reset requests could intermittently hang for several seconds. (PL-64427)
• Vendors - Fixed an issue where importing vendors could create duplicate records sharing the same QuickBooks List ID. (PL-62690)
• Actions - Fixed an issue where the Find in JSON character function couldn't handle JSON keys containing spaces. (NCNG-1248)
• Editable Grid - Fixed an issue where editable grids sometimes failed to load line items until manually refreshed. (PL-64457)
• DateTime Picker - Fixed an issue where the DateTime Picker retained a previous record's value on a blank date field. (PL-64348)
• Reports - Fixed an issue where item names were missing from the Subtotal by Item chart. (PL-64293)
• Field Crew - Fixed an issue where field crew users without Create permission could still create new Work Orders on mobile. (PL-64327)
• Calendar - Fixed an issue where the Calendar showed an incorrect time range when the workday end time was before the start time. (PL-64282)
• App Routine - Fixed an issue where selecting a Character Function action inside an App Routine showed no selection highlight. (PL-64262)

Regards,

The following updates are now live for users of Method

Enhancements

• Email unsubscribe - Improved keyboard accessibility on the email unsubscribe page. (PL-64171)

Fixes

• Grids - Fixed an issue where custom grid views didn't persist or apply correctly after reloading on mobile. (PL-64351)
• Invoices - Fixed an issue where editing invoice email details showed a previously sent proposal's template instead. (PL-64160)
• Grids - Fixed an issue where HTML formatting in legacy grid cells displayed as plain text instead of rendering. (PL-64520)

Regards,

John

The following updates are now live for users of Method

Enhancements

• App Builder - Moved input field labels to a fixed position above the field in every state. (PL-63820)

Fixes

• Activities - Fixed an issue where activity comments containing HTML could break the Activities list. (PL-64036)
• Calendar - Fixed an issue where the event card button showed "Edit" instead of its configured label. (PL-64328)
• Reports - Fixed an issue where generating a report could hang or fail during heavy load. (PL-64230)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• Email Campaigns - Fixed an issue where the mobile Actions menu showed "Archive" instead of "Unarchive" for archived campaigns. (PL-64336)
• Customer Portal - Fixed an issue where the guest Work Orders portal screen showed duplicate tab headers on first visit. (PL-64263)
• App Routines - Fixed an issue where the Send SMS action could fail app routines with a Service Unavailable error. (PL-49824)
• Outlook Gadget - Fixed an issue where the Outlook Gadget let users without create permission add new Customers, Leads, or Vendors. (PL-64309)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• Sync Engine - Fixed an issue where some users couldn't sign in to the Sync Engine during setup. (PL-64337)
• Sales Orders - Fixed an issue where emailing a Sales Order sometimes returned an unexpected error. (PL-64281)

Regards,

Courtney

The following updates are now live for users of Method

Enhancements

• Accounts - Replaced the Accounts List grid with an editable grid and added quick navigation buttons. (PL-63799)

Fixes

• Editable Grid - Fixed an issue where card columns showed no data in grids built with the new builder. (PL-64143)
• Grids - Fixed an issue where custom views couldn't be saved after showing or hiding columns. (PL-62676)
• Audit Trail - Fixed an issue where saving a record with no tag changes added a blank row to the Audit Trail. (PL-64236)

Regards,

John

The following updates are now live for users of Method

Enhancements

• Email - Updated the policy infraction notification emails sent to customers with refreshed content. (PL-64111)

Fixes

• Price Levels - Fixed an issue where not all price levels assigned to an item synced from QuickBooks Desktop. (PL-63977)
• Sales Orders - Fixed an issue where lines from archived or deleted transactions still appeared in grids and reports. (PL-63943)
• Refund Receipts - Fixed an issue where refund receipts didn't reflect a newly set QuickBooks Online custom field. (PL-63938)
• Gallery - Fixed an issue where clicking a Gallery tile cleared the screen's active record. (PL-63946)
• User Management - Fixed an issue where the MethodSupport user's role could be changed or demoted. (PL-63873)

Regards,

John

The following updates are now live for users of Method

Fixes

• Price Levels - Fixed an issue where some assigned price levels didn't fully sync from QuickBooks Desktop. (PL-63977)
• Sales Orders - Fixed an issue where line items from deleted or archived orders still appeared in grids and reports. (PL-63943)
• Refund Receipts - Fixed an issue where refund receipts could show outdated data after renaming a custom sales field. (PL-63938)
• Multi-Select - Fixed an issue where multi-select field values could appear blank in grids and exports. (PL-64003)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• Payment Gateways - Fixed an issue where transaction history showed payments from other entities in a multi-entity account. (PL-63887)
• Calendar - Fixed an issue where duplicate resource names could appear in the resource list. (PL-63976)
• Email - Fixed an issue where reconnecting a Microsoft sender could disconnect other senders' accounts. (PL-63832)
• Action Editor - Added a Display option for editable grid dropdown columns in condition and filter builders. (PL-63518)
• Action Editor - Fixed an issue where grid columns couldn't be selected for validation, letting blank required fields save. (PL-63901)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• App Routines - Fixed an issue where copying actions into an App Routine failed if the source included a Show Toast Notification action. (PL-63884)
• Proposals - Fixed an issue where accepting a proposal in the portal could fail with a push notification error. (PL-63831)
• Tags List - Fixed an issue where the Tags dropdown loaded slowly for accounts with very large tag lists. (PL-63605)
• Price Levels - Fixed an issue where percentage-based per-item price levels from QuickBooks Desktop weren't applied to sales order line items. (PL-63974)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• User Management - Fixed an issue where 'Same as Existing User' copied only the user role without applying the source user's app and bundle permissions. (PL-63041)
• Home - Fixed an issue where the Home screen To-dos activities showed for field crew users who did not have the Activities app installed. (GROW-403)

Regards,

John 

The following updates are now live for users of Method

Fixes

• Multi-entity - Fixed an issue where super admins could not be selected in the Assigned To field when working in an entity. (PL-63585)

Regards,

John

The following updates are now live for users of Method

Enhancements

• Vendors - Replaced the Vendors List with editable grids featuring search, filtering, sorting, and CSV export. (PL-62631)

Fixes

• Account Settings - Fixed an issue where the Communication screen showed a failed retrieval error on billing day. (PL-63702)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• Editable Grid - Fixed an issue where Sales Receipts sharing the same date sorted by hidden time-of-day instead of consistently by record ID. (PL-63721)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• Grids - Fixed an issue where money-formatted grid columns returned incorrect values when used in math calculations. (PL-63570)

Regards,

Courtney