February 2026 - Posts
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The following updates are now live for users of Method
Fixes
- Multi Currency - Standardized currency format terminology to ensure consistency. (PL-60886)
Regards,
Harman
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The following updates are now live for users of Method
Enhancements
- Audit Trail - Added Multi-entity filtering and visibility . (PL-60498)
Fixes
- Tables & Fields - Fixed an issue where creating a new dropdown field as a new table resulted in an error. (PL-61058)
- Multi-entity - Fixed an issue where selected app packs were not applied during bulk user invite. (PL-61045)
- Home - Fixed an issue with insights filter errors appearing at incorrect times and places. (PL-60892)
- Home - Fixed an issue with the parent of recurring activities appearing in the To-do list. (PL-61062)
Regards,
Courtney
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The following updates are now live for users of Method
Fixes
- Home - Fixed an issue with navigation from insights cards not filtering when landing on a screen with a new grid. (PL-60147)
- Home - Fixed an issue where Insight "My sales pipeline" filters were not appearing after navigating to opportunities. (PL-60791)
Regards,
John
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The following updates are now live for users of Method
Enhancements
- Time Tracking - Upgraded the "Add new customer" flow launched from the Contact dropdown to open in a quick-add modal. (PL-60446)
Fixes
- Audit Trail - Fixed an issue where the source app for some logs was incorrectly displaying "Contacts" instead of "Customers & Leads". (PL-60497)
- Activities - Fixed an issue where a monthly recurring activity created in the last few days of January did not properly create the first occurrence. (PL-60767)
- Manage Apps - Fixed an issue where the Customers & Leads app was incorrectly displayed as "Contacts" in the app permissions column of the multi-entity management page. (PL-60755)
- Home - Fixed an issue with inaccurate Sync Connection Status showing on Home page for QuickBooks Desktop users. (PL-60398)
Regards,
Harman
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The following updates are now live for users of Method
Enhancements
- Sync Widget - Enabled on all acceptable accounting tables (PL-55961)
Fixes
- Multi-entity - App Marketplace - Fixed disappearing Super Admins and missing captions on install screen. (PL-60231)
- Maps - Fixed an issue where map position was reseting after being moved. (NCNG-381)
- Home - Fixed an issue where work orders were showing up in the to-do list. (PL-60785)
Regards,
John
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The following updates are now live for users of Method
Fixes
- Proposals - Fixed an issue where the Guest - Accept Proposal Post-Payment Processing app routine could fail due to an "ARAccount Missing or Invalid" error in some scenarios. (PL-60176)
- Grids - Fixed an issue preventing columns and views from being deleted in grid builder. (NCNG-305)
Regards,
Arshi
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The following updates are now live for users of Method
Enhancements
- Multiselect Dropdown - Added multiselectdropdown support to runtime screen, designer, tables and fields. (PL-60871)
Fixes
- Audit Trail - Fixed an issue where some events were incorrectly reported as having originated from the Contacts app instead of the Customers & Leads app. (PL-60497)
- Actions - Fixed an issue where a show message used within nested Loop Through Table actions would get "stuck" on the second record in the loop. (PL-53696)
- Actions - Fixed an issue where a validation error was incorrectly displayed when selecting an action result in the Loop Through List action. (PL-60759)
Regards,
Harman
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The following updates are now live for users of Method
New Capabilities
- Multi Currency - Enable the Currency Symbols on Transactions and Report templates. (PL-60556)
Fixes
- Work Order - Fixed an issue where job site does not auto-populate when converted from Sales Order. (PL-60294)
- Mailchimp – Fixed an issue where contacts were not syncing from Method to Mailchimp. (PL-60393)
- Gmail Sidebar – Fixed an issue where activities could not be added using the sidebar. (PL-56312)
- Proposals - Fixed an issue where the Guest - Accept Proposal Post-Payment Processing app routine failed with an "ARAccount Missing or Invalid" error in some scenarios. (PL-60176)
- Customers & Leads - Fixed an issue where the incorrect currency was displayed alongside the lifetime value. (PL-60310)
Regards,
Courtney
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The following updates are now live for users of Method
Enhancements
- Actions - New "Split name" function added to the existing Character Functions action, which splits a string into a First Name and Last Name value. (PL-60746)
Fixes
- Sync Conflicts - Fixed an issue where knowledge base article links were opening in the same window; links now open in a new window. (PL-58268)
Regards,
John
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The following updates are now live for users of Method
Enhancements
- Actions - New "Split name" function added to the existing Character Functions action, which splits a string into a First Name and Last Name value. (PL-60746)
Fixes
- Sync Conflicts - Fixed an issue where knowledge base article links were opening in the same window; links now open in a new window. (PL-58268)
Regards,
Phil
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The following updates are now live for users of Method
Fixes
- Work Orders - Fixed an issue where job site did not auto-populate when converting from sales order. (PL-60294)
Regards,
Arshi
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