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

The following updates are now live for users of Method

Fixes

• Grid - Fixed an issue where calendar date selection was blocked on edit inside an advanced filter grid (PL-60848)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• Sync - Fixed the issue with Sales receipt conflicts "You cannot set the the rate for the given sales tax item line, use the amount field instead". (PL-61420)
• Date/Time Picker - Fixed an issue where it was difficult to select a time on iOS devices. (PL-59905)
• Email - Fixed an issue where the Retry button appeared on the Email History page for bounced emails, despite the fact they cannot be resent. (PL-60969)
• Multi-entity - Fixed an issue where records continued sharing across tenants after access was removed. (PL-61735)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Search - Fixed an issue where searching by customer name returned an error. (PL-61452)
• Modal - Fixed an issue where empty Open Screen as a Pop-up action fields still displayed modal on runtime screens. (PL-58911)
• Estimate - Fixed an issue where duplicating an accepted estimates retains previous signature. (PL-55875)
• Bills - Fixed an issue where accounts dropdown on New/Edit Bill screen referenced all accounts instead of just Accounts Payable type (PL-60538)
• QBO Refund Receipts - Fixed an action Execution Error 'Invalid object name 'viewaccRefundReceiptLine' on an App routine execution. (PL-61612)

Regards,

John

The following updates are now live for users of Method

Enhancements

• Multi-entity - Updated “Assigned To” dropdowns to include all users with access to the current entity. (PL-60519)

Fixes

• Time Tracking - Fixed an issue where we were getting "Please supply a duration for the time activity" error. (PL-59683)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• App Marketplace - Fixed an issue where app permissions are not updating in a timely manner. (GROW-143)
• Donations - Fixed an issue where the recurring donation app routine would error out if the donor did not have an email address in the system. (PL-61585)
• Customers & Leads - Fixed an issue where contacts created via the quick-add modal displayed an incorrect icon in the profile picture column. (PL-61215)
• User Management - Fixed an issue where the app was incorrectly labeled "Customers & Leads" instead of "Contacts" for some users (should match the app name on the app dashboard). (PL-61076)
• App Routine - Fixed an issue where the Loop Through List action was unavailable for use in app routines. (PL-58709)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• Multi-entity - Fixed an issue in the App Marketplace Super Admin UI. (PL-60406)
• Editable Grid - Fixed an issue where search did not work as expected on mobile. (PL-61614)
• Actions - Fixed an issue where an unconfigured Loop Through List action caused errors and locked the action editor in an endless saving state. (PL-61383)

Regards,

Harman

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