The following updates are now live for users of Method

Fixes

• Sign In - Fixed an issue where email change verification links could fail after multiple requests. (PL-61171)

Regards,

Courtney

The following updates are now live for users of Method

New Capabilities

• Multi-Select DropDown - Multi-Select now supported within recurrence widget. (PL-61444)
• Multi-Select DropDown - Multi-Select now supported within grids. (PL-61239 )

Enhancements

• Method Pay - Updates to the CTAs, buttons, and connection status pill on the Payment Gateways system page (Dark). (PL-60793)

Fixes

• Sync Conflicts - Fixed an issye where 'Show more' button edits the field instead of expanding. (PL-61464)
• Jobs - Fixed an issue where the insights blocks at the top of the Jobs List appeared stretched on mobile. (PL-61456)
• Home - Fixed and issue where the tab selection would not update when navigating to a grid from the insight card. (GROW-13)

Regards,

John

The following updates are now live for users of Method

Fixes

• App Ribbons - Fixed an issue where "Request Limit Exceeded" message appears when accessing apps inside an app ribbon. (PL-61489)

Regards,

Phil

The following updates are now live for users of Method

Enhancements

• Schedule - Added reschedule time preferences to the wait list blocks, and enabled moving visits to and from the wait list. (PL-61370)
• Schedule - Enabled the Wait List tab on the Scheduling Calendar. (PL-61327)
• Editable Grids - Adding more flexibility to the configuration of mobile columns. (PL-61145)
• Schedule - Adding "Visits" and "Service Request" tiles to the Guest - Customer Home portal screen. (PL-59939)

Fixes

• Schedule - Fixed an issue where an error message was presented when attempting to send an email for an unassigned visit. (PL-61335)
• Schedule - Fixed an issue where a visit's status did not update to Rescheduled when the date was changed. (PL-61334)
• Schedule - Fixed an issue where estimate visit instructions got overwritten by "Estimate visit". (PL-61322)
• Schedule - Fixed an issue where new work order visits always were set to "To be invoiced" regardless of the user's selection. (PL-61320)
• Sync Conflicts - Fixed the 'Show more' button field to Edit mode instead of expanding it. (PL-61464)

Regards,

Arshi

The following updates are now live for users of Method

Enhancements

• Schedule - Added reschedule time preferences to the wait list blocks, and enabled moving visits to and from the wait list. (PL-61370)
• Schedule - Enabled the Wait List tab on the Scheduling Calendar. (PL-61327)

Fixes

• Schedule - Fixed an issue where an error message was presented when attempting to send an email for an unassigned visit. (PL-61335)
• Schedule - Fixed an issue where a visit's status did not update to Rescheduled when the date was changed. (PL-61334)
• Schedule - Fixed an issue where estimate visit instructions got overwritten by "Estimate visit". (PL-61322)
• Schedule - Fixed an issue where new work order visists always were set to "To be invoiced" regardless of the user's selection. (PL-61320)

Regards,

Harman

The following updates are now live for users of Method

Enhancements

• Modal - Updated close pop-up action panel layout in action editor. (PL-60942)

Fixes

• Action Editor - Fixed an issue where resizing the screen would close action editor. (NCNG-164)

Regards,

Courtney

The following updates are now live for users of Method

Enhancements

• Donations - Clicking the “Add new” link within the Customer dropdown on the New/Edit Donation screen now opens a quick-add pop-up screen. (PL-60447)
• Send Email - Clicking the “Add new” link within the Contact dropdown on the Send Email screen now opens a quick-add pop-up screen. (PL-60441)
• Estimates - Clicking the “Add new” link within the Customer dropdown on the New/Edit Estimate screen now opens a quick-add pop-up screen. (PL-60431)
• Sales Receipts - Clicking the “Add new” link within the Customer dropdown on the New/Edit Sales Receipt screen now opens a quick-add pop-up screen. (PL-60435)

Fixes

• Tables - Fixed an issue where changes to a field's Required setting were not being saved correctly. (NCNG-484)
• Grids - Fixed an issue where Grid Builder V2 displayed a blank screen on load. (NCNG-146)
• Tables & Fields - Fixed an issue where dropdowns in the Jobs table were marked as unique. (PL-60973)

Regards,

John

The following updates are now live for users of Method

Enhancements

• Home - Updated insights section to refresh daily. (GROW-17)
• Jobs - Clicking the "Add new" link within the Contact dropdown on the Create Job screen now opens a quick-add pop-up screen. (PL-60443)

Fixes

• Sync Conflicts - Fixed an issue where clicking “Show more” navigates to Conflict Details instead of expanding inline. (PL-60869)
• Home - Fixed an issue where newly added users saw the "Insights Failed to Load" error on first arrival. (GROW-14)
• Jobs - Fixed an issue where the Contact dropdown on the Create Job Invoice screen displayed the Customer name instead of the Contact name. (PL-61323)
• Jobs - Added an "Add new" link within the Job Type dropdown. (PL-61321)

Regards,

Phil

The following updates are now live for users of Method

Enhancements

• Calendar - Updated calendar event rendering to display multiple assignees per event. (PL-61008)

Fixes

• QBDT - Fixed an issue where some accounts showed the wrong currency by aligning company currency to the file’s country. (PL-60978)

Regards,

Arshi

The following updates are now live for users of Method

Enhancements

• Proposals - Clicking Add New in the Customer or Contact dropdown now opens a quick-add modal screen. (PL-60444)
• Work Orders - Clicking Add New in the Customer dropdown now opens a quick-add modal screen. (PL-60442)
• Payments - Clicking Add New in the Customer dropdown now opens a quick-add modal screen. (PL-60438)
• Sales Orders - Clicking Add New in the Customer dropdown now opens a quick-add modal screen. (PL-60433)
• Invoices - Clicking Add New in the Customer dropdown now opens a quick-add modal screen. (PL-60432)
• Home - Improved insight calculations to track relevant records from the last 30 days. (PL-60808)
• Home - Added new insights cards for Low-health customers and Revenue distribution %. (PL-60169)
• Home - Improved grid filter accuracy when navigating through the insights blocks. (PL-60809)

Fixes

• Outlook Gadget - Fixed an issue where gadget was throwing server error after login when accessed via Safari and Firefox. (PL-60502)
• Donations - Fixed an issue where the processing fee was added twice. (PL-61283)

Regards,

Courtney

The following updates are now live for users of Method

Enhancements

• Opportunities - Clicking Add New in the Contact dropdown now opens a quick-add modal screen. (PL-60430)
• Send Email - Clicking Add New in the Contact dropdown now opens a quick-add modal screen. (PL-60441)
• Cases - Clicking Add New in the Contact dropdown now opens a quick-add modal screen. (PL-60445)
• Multi-entity - Added ability to request Audit Trail archives. (PL-60784)

Fixes

• App builder - Fixed drag handles not showing up in certain scenarios. (NCNG-457)
• Email - Fixed an issue where extra special characters got added to emails in some scenarios. (PL-61037)
• User Management - Fixed an issue where accessing permissions for inactive users could return a 500 error. (PL-61240)

Regards,

John

The following updates are now live for users of Method

Fixes

• App builder - Fixed drag handles not showing up in certain scenarios. (NCNG-457)
• Schedule - Fixed an issue where the Visit colour displayed on the calendar was incorrect. (PL-61168)
• Jobs - Fixed an issue where the counts in the insight blocks on the Jobs List screen were incorrect. (PL-61169)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• Modal - Fixed an issue where open screen as a pop up disables button column in grid. (PL-60651)
• Purchase Orders - Fixed an issue where PO send email links to blank record. (PL-61060)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• Multi Currency - Standardized currency format terminology to ensure consistency. (PL-60886)

Regards,

Harman

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