The following updates are now live for users of Method

Fixes

• Currency - Fixed an issue where the Currency was not visible before Sync on New / Edit [Estimate, Bill] screens. (PL-61677)
• Sign in - Fixed an issue where “Sign in with Microsoft” could fail and show an unexpected error page after authentication. (PL-61842)

Regards,

Courtney

The following updates are now live for users of Method

Enhancements

• Editable Grids - Modified the column width logic for Date fields to more closely respect Fixed width configurations. (PL-62092)
• Opportunities - List screen improvements (convert to an editable grid, updated view filters, button styling changes). (PL-61140)

Fixes

• Currency - Fixed an issue where the Currency was not visible before Sync on New / Edit [Estimate, Bill] screens. (PL-61677)
• Sign in - Fixed an issue where “Sign in with Microsoft” could fail and show an unexpected error page after authentication. (PL-61842)
• Editable Grids - Fixed an issue in Manage Views on mobile where the star icon was displayed incorrectly and a tooltip appeared when changing the default view. (PL-62116)

Regards,

John

The following updates are now live for users of Method

Fixes

• QBDT Sync - Fixed an issue where the Method to QuickBooks sync was not working. (PL-62313)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• App Ribbon - Fixed an issue where "Back" and "Save & Back" buttons inside an app ribbon didn’t return the user to the previously opened screen (PL-62012)

Regards,

Arshi

The following updates are now live for users of Method

Enhancements

• Process Payment Action - Updated the trigger and timing of the App Routine selected in the action to run when the payment is Pending. (PL-61493)

Fixes

• QBDT Sync – Fixed an issue where deleted Price Levels were still showing in Method. (PL-62138)
• Grids - Fixed an issue on legacy grids where grid redundantly reloads data on record click before navigating (PL-62008)
• Runtime - Fixed an issue where lag is experienced when switching apps and opening records. (PL-62055)
• Editable Grid - Fixed an issue where some session variables were not available to be used as references. (PL-55939)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• Editable Grid - Fixed an issue where currency-formatted fields were disappearing on an update. (PL-62054)
• Modal - Fixed an issue where modals and show messages persisted after clicking browser back/forward buttons. (PL-61670)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Grids - Fixed an issue where selectable rows on save appeared frozen (PL-61568)
• Grids - Fixed an issue where grids display a load behaviour on click before navigation (PL-61717)
• Multi-entity - Added breadcrumbs back to the management page for clearer navigation within Account Settings. (PL-58199)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• Home - Fixed error when attempting to navigate to an activity from the To do list modal. (GROW-195)
• Invoices - Fixed an issue where access permission settings not working correctly within sales rep dropdown in invoice reports (PL-61693)

Regards,

Arshi

The following updates are now live for users of Method

Enhancements

• Sales Orders - Introducing the Quick-Add Customer Modal experience to the New/Edit Sales Order screen for QBO users. (PL-61810)
• Tables & Fields - Exposed the PaymentStatus field in the PaymentTransactionLog table. (PL-61687)

Fixes

• Customers & Leads - Fixed some mobile design and layout issues on the Modal - New Contact screen. (PL-61457)
• Customers & Leads - Fixed an issue on the Modal - New Contact screen where the Name in QuickBooks did not default to the CompanyName if one was entered. (PL-61791)
• Cases - Fixed an issue where, after creating a new contact via the quick-add modal, the new contact was not selected in the dropdown. (PL-61793)
• Actions - Fixed an issue where the Process Payment Setup Action raises an error when there are no records in the PaymentGateway table. (PL-60025)
• Home - Fixed error when attempting to navigate to an activity from the To do list modal. (GROW-195)

Regards,

Harman

The following updates are now live for users of Method

Fixes

• Recurrence Widget - Fixed an issue where an extra occurrence was being generate inside a work order (PL-61296)
• Recurrence Widget - Fixed an issue of incorrect dates inside recurrence widget (PL-61358)
• Multi-Select - Fixed an issue where multi-select was no longer selectable within the calendar resource selection. (PL-61719)
• Multi-Select - Fixed an issue where multi-select component view showing inside screen designer properties panel (PL-61718)
• Donations - Fixed an issue in the recurring donations logic causing some recurring donations to be processed twice due to the Daylight Savings time change. (PL-61606)
• Opportunities - Fixed an issue where some stock Lead Source options could be deleted, causing errors in the Reorder workflows. (PL-61662)
• Send Email - Fixed an issue where Xero users experienced a "No matching records found" error when sending an email. (PL-61722)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• App Ribbons - Fixed an issue where New/Edit Activity screen inside an app ribbon did not refresh after sending email (PL-60685)
• Grids - Fixed an issue where duplicate records are created from modal save after entering information inside a grid in a modal (PL-61206)
• Items - Fixed an issue where QBO bundle items were not accessible (PL-61654)
• App Ribbons - Fixed an issue where activity opened from app ribbon disappears when window is resized (PL-61675)
• Modal - Fixed an issue where save/refresh triggers were failing prior to modal launch (PL-61632)
• Refund Receipts - Fixed 500 errors for the Desc field on item tables. (PL-61790)
• Sync widget - To remove the resize handle from Screen Designer (PL-61741)
• Actions - Fixed an issue where the Process Payment - Set Up action produced an error (PL-60025)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• Actions - Fixed an issue with file URLs causing action execution errors. (NCNG-619)
• [No Code] Dashboard - Insights Beta is not displaying accurate data. (PL-61491)
• Method Pay - Issues and errors when accessing the Payment Gateways page in Alocet. (PL-61720)
• Multi-entity - Fixed an issue where redirects to Manage Permissions could fail for entities with spaces in their display name. (PL-61644)

Regards,

Harman

The following updates are now live for users of Method

Enhancements

• Onboarding - Implemented stockapp welcome banners and app empty state overlays. (GROW-9)

Fixes

• Grids - Fixed an issue preventing columns from being deleted in grid builder v2. (NCNG-688)

Regards,

Courtney

The following updates are now live for users of Method

Enhancements

• Multi-entity - Updated bulk invites to set the default TenantID from the user’s permitted entities, ensuring onboarding To Do items are created where they have access. (PL-61661)

Fixes

• Grids - Fixed an issue where tab key navigation does not highlight the next line item. (PL-61674)
• User Management - Updated Customizer role invites to default Edit and Delete permissions to enabled. (PL-59532)
• Multi-entity - Fixed an issue where bulk-invited users could appear in Editable Grid V2 for entities they don’t have access to. (PL-61646)
• Schedule - Fixed an issue on the View Visit modal where the start and end date/time inputs were not disabled for visits set to be scheduled later. (PL-61326)
• Customers & Leads - Fixed an issue where the user was navigated to the View Contact screen after creating a record via the "full form" from the Quick-Add modal, instead of back to the original workflow screen. (PL-61524)
• Schedule - Fixed an issue where the Upcoming Visits tile was missing from the Guest - Customer Home portal screen. (PL-61681)

Regards,

John

The following updates are now live for users of Method

Enhancements

• Recurrence widget - Multi-select values set on the series now propagate down to the occurrences. (PL-61444)

Fixes

• Multi-entity - Fixed an issue where bulk-invited users could show incorrect usernames. (PL-61645)
• Customers & Leads – Fixed an issue where creating a contact or customer from the Quick-Add modal’s “Full Form” option would redirect users to the View Contact screen instead of returning them to the screen where the action was originally initiated. (PL-61702)
• Grids - Fixed an issue where tab key navigation did not highlight the next line item. (PL-61674 )
• Modal - Fixed an issue where dropdown menus and date time picker calendar gets clipped by modal boundary. (PL-60941)
• Grids - Fixed an issue where the hide view selector configuration was not working on the mobile app. (PL-61105)
• Grids - Fixed an issue where grid export fails with 100,000 record limit error despite fewer records displayed. (PL-61340)

Regards,

Phil