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The following updates are now live for users of Method
Enhancements
- Sign-in - Updated the Intuit logo on the sign-in connections page to Intuit's current wordmark. (PL-65492)
Fixes
- Email - Fixed an issue where legitimate emails with links to certain domains were held for review unnecessarily. (PL-65461)
- App Routines - Fixed an issue where Date parameters were missing when testing an App Routine. (PL-55538)
- App Routines - Fixed an issue where the Delete Records action showed a generic error instead of the actual cause of failure. (PL-65301)
- App Routines - Fixed an issue where App Routine History showed the wrong app name for renamed or opted-out apps. (PL-57903)
Regards,
Courtney
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The following updates are now live for users of Method
Enhancements
- Method AI - Added an explanation for why Method AI chose a field when it was not an exact match. (NCNG-1974)
Fixes
- Invoices - Fixed an issue where invoices could show duplicate line items after syncing with QuickBooks. (PL-65270)
- Tables & Fields - Fixed an issue where internal QuickBooks Customer Projects tables incorrectly appeared in Tables & Fields. (PL-65503)
- App Ribbon - Fixed an issue where a custom app ribbon did not populate its panel screen. (PL-65272)
Regards,
Phil
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The following updates are now live for users of Method
Enhancements
- Editable Grid - Redesigned card column configuration in the Editable Grid with per-field formatting options. (PL-65220)
- Insights tile - Enhanced Refresh Controls to also update the Insights tile without reloading the screen. (PL-64103)
Fixes
- Invoices - Fixed an issue where invoice email details showed a previously sent proposal's template. (PL-64991)
- QuickBooks Desktop - Fixed an issue where taxable QuickBooks Desktop customers weren't getting tax calculated on estimates. (PL-65455)
- Xero - Fixed an issue where Xero's Full Sync button performed only a changes-only sync. (PL-64487)
- Tables & Fields - Fixed an issue where a custom field on the Users table stopped saving values. (PL-65219)
Regards,
Arshi
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The following updates are now live for users of Method
Fixes
- Send Email - Fixed an issue where CC and BCC addresses from an email template weren't carried over when editing a transaction email before sending. (PL-65138)
- Send Email - Fixed an issue where Edit Details could show a previously sent transaction's email template and subject instead of the current one. (PL-64991)
Regards,
Courtney
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The following updates are now live for users of Method
New Capabilities
- REST API - Added REST API endpoints to list account tables and their field schemas. (PL-65244)
Enhancements
- Estimates - Migrated the Estimate List screen to the new app builder. (PL-63090)
Fixes
- Mobile App - Fixed an issue where a brief connectivity blip showed the offline screen and discarded unsaved work. (PL-65254)
- Mobile App - Fixed an issue where a app session restore could sign users out unexpectedly. (PL-65258)
- Send Transaction Email - Fixed an issue where sending a transaction email could load the wrong email template and subject from a prior send. (PL-64991)
Regards,
John
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The following updates are now live for users of Method
Fixes
- Custom Apps - Fixed an issue where creating a custom app failed with an error for some accounts. (PL-65274)
- Editable Grid - Fixed an issue where Enable/Disable Cell actions didn't work on button and checkbox grid columns. (PL-65080)
Regards,
Phil
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The following updates are now live for users of Method
Fixes
- App Marketplace - Fixed an issue where saving app or user permissions triggered an unnecessary unsaved-changes warning. (GROW-457)
Regards,
Arshi
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The following updates are now live for users of Method
New Capabilities
- App Builder - Added a Banner component for displaying contextual, themed messages with icons and actions. (PL-63858)
Fixes
- App Builder - Fixed an issue where the multi-select dropdown field picker suggested an action builders couldn't take. (PL-64987)
- App Builder - Fixed an issue where the multi-select dropdown component could be added to a screen more than once. (PL-64989)
- App Builder - Fixed an issue where the multi-select dropdown appeared in multiple Components panel categories. (PL-64990)
- App Builder - Fixed an issue where the multi-select dropdown was offered on screens that couldn't support it. (PL-64988)
- Editable Grid - Fixed an issue where action results could reference loop data outside of a loop action. (PL-64964)
Regards,
Arshi
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The following updates are now live for users of Method
Fixes
- Editable Grid - Fixed an issue where the tooltip jumped position when selecting a default view. (PL-62302)
- Dropdown - Fixed an issue where the dropdown clear icon didn't appear at default browser zoom. (PL-64638)
Regards,
John
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The following updates are now live for users of Method
Fixes
- Sign-in - Fixed an issue where some sign-ins intermittently failed with a server error under heavy load. (PL-64914)
- Manage Apps - Fixed an issue where custom apps couldn't be deleted in multi-entity accounts. (PL-64976)
- Billing - Fixed an issue where subscribing after a trial ended could result in being billed twice in the same month. (GROW-45)
- QuickBooks Online sync - Fixed an issue where the Return to Method button closed the tab instead of navigating back after connecting QuickBooks. (GROW-391)
Regards,
Phil
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The following updates are now live for users of Method
Enhancements
- Mobile App - Unified the mobile app's poor-connectivity experience with a single status indicator and auto-retry. (PL-64424)
Regards,
Arshi
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The following updates are now live for users of Method
Fixes
- Editable Grid - Fixed an issue where custom view filters lost their sorting, filtering, and pagination after an editable grid refreshed. (PL-64637)
- Home - Fixed an issue where Home Insight cards opened grids without their saved view and filters applied. (GROW-452)
Regards,
Arshi
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The following updates are now live for users of Method
Fixes
- Dropdown - Fixed an issue where selecting a custom action from a dropdown could incorrectly change its selected value. (PL-63654)
Regards,
Courtney
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The following updates are now live for users of Method
New Capabilities
- App Builder - Added a native Divider component to the App Builder palette for separating sections. (PL-63529)
- Grids - Added the ability to enable or disable individual grid cells, not just whole columns. (PL-63846)
Fixes
- Inputs - Fixed an issue where read-only input fields didn't align with other read-only fields. (PL-64543)
- Attachments - Fixed an issue where the Attachments label didn't match other input labels on V4 screens. (PL-64910)
- Editable Grid - Fixed an issue where the V2 editor couldn't filter by dropdown columns on editable grids. (PL-64382)
- Payments - Fixed an issue where portal payments could default to a deleted payment method and fail to sync. (PL-64607)
- User Management - Fixed an issue where deactivating an account's last Admin showed a generic error instead of explaining why. (PL-64864)
Regards,
John
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The following updates are now live for users of Method
Enhancements
- Process Payment action - Added an allowed-payment-method setting (card, ACH, or both) to the Pre-Authorization action. (PL-64505)
Fixes
- Email Senders - Fixed an issue where the Email Senders field list failed with a server error. (NCNG-1722)
Regards,
Arshi
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