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

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

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

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

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

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

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