The following updates are now live for users of Method

Fixes

• Sync Engine - Fixed an issue where some users couldn't sign in to the Sync Engine during setup. (PL-64337)
• Sales Orders - Fixed an issue where emailing a Sales Order sometimes returned an unexpected error. (PL-64281)

Regards,

Courtney

The following updates are now live for users of Method

Enhancements

• Accounts - Replaced the Accounts List grid with an editable grid and added quick navigation buttons. (PL-63799)

Fixes

• Editable Grid - Fixed an issue where card columns showed no data in grids built with the new builder. (PL-64143)
• Grids - Fixed an issue where custom views couldn't be saved after showing or hiding columns. (PL-62676)
• Audit Trail - Fixed an issue where saving a record with no tag changes added a blank row to the Audit Trail. (PL-64236)

Regards,

John

The following updates are now live for users of Method

Enhancements

• Email - Updated the policy infraction notification emails sent to customers with refreshed content. (PL-64111)

Fixes

• Price Levels - Fixed an issue where not all price levels assigned to an item synced from QuickBooks Desktop. (PL-63977)
• Sales Orders - Fixed an issue where lines from archived or deleted transactions still appeared in grids and reports. (PL-63943)
• Refund Receipts - Fixed an issue where refund receipts didn't reflect a newly set QuickBooks Online custom field. (PL-63938)
• Gallery - Fixed an issue where clicking a Gallery tile cleared the screen's active record. (PL-63946)
• User Management - Fixed an issue where the MethodSupport user's role could be changed or demoted. (PL-63873)

Regards,

John

The following updates are now live for users of Method

Fixes

• Price Levels - Fixed an issue where some assigned price levels didn't fully sync from QuickBooks Desktop. (PL-63977)
• Sales Orders - Fixed an issue where line items from deleted or archived orders still appeared in grids and reports. (PL-63943)
• Refund Receipts - Fixed an issue where refund receipts could show outdated data after renaming a custom sales field. (PL-63938)
• Multi-Select - Fixed an issue where multi-select field values could appear blank in grids and exports. (PL-64003)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• Payment Gateways - Fixed an issue where transaction history showed payments from other entities in a multi-entity account. (PL-63887)
• Calendar - Fixed an issue where duplicate resource names could appear in the resource list. (PL-63976)
• Email - Fixed an issue where reconnecting a Microsoft sender could disconnect other senders' accounts. (PL-63832)
• Action Editor - Added a Display option for editable grid dropdown columns in condition and filter builders. (PL-63518)
• Action Editor - Fixed an issue where grid columns couldn't be selected for validation, letting blank required fields save. (PL-63901)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• App Routines - Fixed an issue where copying actions into an App Routine failed if the source included a Show Toast Notification action. (PL-63884)
• Proposals - Fixed an issue where accepting a proposal in the portal could fail with a push notification error. (PL-63831)
• Tags List - Fixed an issue where the Tags dropdown loaded slowly for accounts with very large tag lists. (PL-63605)
• Price Levels - Fixed an issue where percentage-based per-item price levels from QuickBooks Desktop weren't applied to sales order line items. (PL-63974)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• User Management - Fixed an issue where 'Same as Existing User' copied only the user role without applying the source user's app and bundle permissions. (PL-63041)
• Home - Fixed an issue where the Home screen To-dos activities showed for field crew users who did not have the Activities app installed. (GROW-403)

Regards,

John 

The following updates are now live for users of Method

Fixes

• Multi-entity - Fixed an issue where super admins could not be selected in the Assigned To field when working in an entity. (PL-63585)

Regards,

John

The following updates are now live for users of Method

Enhancements

• Vendors - Replaced the Vendors List with editable grids featuring search, filtering, sorting, and CSV export. (PL-62631)

Fixes

• Account Settings - Fixed an issue where the Communication screen showed a failed retrieval error on billing day. (PL-63702)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• Editable Grid - Fixed an issue where Sales Receipts sharing the same date sorted by hidden time-of-day instead of consistently by record ID. (PL-63721)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• Grids - Fixed an issue where money-formatted grid columns returned incorrect values when used in math calculations. (PL-63570)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Tables & Fields - Fixed an issue where a new drop-down field didn't appear in the table without manually refreshing. (NCNG-1422)
• Xero - Fixed an issue where saving changes to an Account caused sync validation errors with Xero. (PL-63005)
• Signature - Fixed an issue where the signature pop-up didn't appear inside an app ribbon on mobile. (PL-63006)
• Mobile App - Fixed an issue where the mobile app logged users out when switching to another app on iPhone. (PL-62995)
• Report Designer - Fixed an issue where emailed PDF report names were truncated at the first dash character. (PL-63497)
• Sign-in - Fixed an issue where browser autofill incorrectly triggered the bot-detection block during password reset. (PL-63081)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• Export - Fixed an issue where grid export failed after navigating away from and back to a screen due to selection state being cleared on reload. (PL-62939)

Regards,

John

The following updates are now live for users of Method

New Capabilities

• Actions - Added a Trim function to Text Functions actions with configurable options to remove leading and trailing whitespace, collapse internal spaces, preserve newlines, and treat tabs as spaces. (PL-62792)

Enhancements

• QBO - Added bidirectional sync support for the Ship From Address field on Invoice, Estimate, and Sales Receipt transactions in QuickBooks Online. (PL-62908)

Fixes

• Attachments - Fixed an issue where placing a full-width Attachments widget on a custom screen could push the App Ribbon off the screen. (PL-62942)
• Accounting / Business Logic - Fixed an issue where creating a Vendor Bill from a Purchase Order on accounts using auto-assigned reference numbers showed a cryptic error when an existing Reference Number was too large, replacing it with an actionable save warning that identifies the offending value. (PL-63058)

Regards,

Phil

The following updates are now live for users of Method

Enhancements

• Email Campaigns - Improved the List screen by converting it to an editable grid and updating button styling. (PL-62757)
• Web To Lead - Improved the List screen by converting it to an editable grid and updating button styling. (PL-62754)

Fixes

• Grids
  • Fixed an issue where the "View selected records" toggle in editable grids did nothing and could blank out the grid after repeated clicks. (PL-63023)
  • Fixed an issue where searching transactions by reference number returned no results in the mobile app. (PL-62918)
• Multi-Select - Fixed an issue where on-change, focus, and lose-focus events did not fire on multi-select dropdowns. (PL-63026)
• Portal sign-in - Fixed an issue where some end customers hit a 401 error and could not load the customer portal. (PL-62838)
• Proposals - Fixed an issue where recurring proposal invoices due on the last day of a contract were skipped because the date check compared time instead of date. (PL-63040)
• Purchase Orders - Fixed an issue where copying a closed Purchase Order created the new order in a Closed status instead of Open. (PL-59851)

Regards,

Arshi