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

The following updates are now live for users of Method

Fixes

• Editable Grid - Fixed an issue where the grid sorting button was unexpectedly hidden in some scenarios on mobile. (PL-62832)
• Internal Notes - Fixed an issue where Internal Note was presented as an option in the Quick-Add button, despite this not being a valid flow and presenting an error. (PL-62924)
• Web To Lead - Fixed an issue where users were not successfully redirected to the specified URL after form submission. (PL-62767)
• Actions - Fixed an issue where the "Compare as" options didn't work as expected when used in criteria against date fields in the EmailsSent table. (PL-61633)

Regards,

Phil

The following updates are now live for users of Method

Enhancements

• Sign In - Added clear UI messaging when a password can’t be reused, across reset and change-password flows. (PL-62771)
• Payments - List screen improvements (convert to editable grid, styling updates to buttons). (PL-62027)
• Cases - List screen improvements (convert to editable grid, styling updates to buttons). (PL-62760)

Fixes

• Estimates - Fixed an issue where payment gateway was still appearing after deposit has been collected (PL-62689)
• Estimates - Fixed an issue where category items were a selected filter inside deposit items within estimate preferences screen (PL-62737)
• Donations - Fixed an issue where recurring donation plans could be reverted to inactive saved payment methods in some scenarios. (PL-62976)
• Web To Lead - Fixed an issue where users were not successfully redirected to the specified URL after form submission. (PL-62767)
• Actions - Fixed an issue where the "Compare as" options didn't work as expected when used in criteria against date fields in the EmailsSent table. (PL-61633)

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• Multi-entity - Fixed UI inconsistencies on the setup flow, including consistent “Super Admin” labeling. (PL-61267)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• Multi-Entity - Fixed an issue where records could fail to save with an invalid/missing TenantID error. (PL-62840)
• Multi-Entity - Fixed a sizing issue in the Super Admin invite flow so the modal adjusts to content and scrolls when needed. (PL-61266)

Regards,

Phil

The following updates are now live for users of Method

Enhancements

• Sync Widget - Sync widget is now an available control within the show/hide action. (PL-62928)

Fixes

• Editable Grid - Fixed an issue where the column visibility did not preview correctly in the app builder's mobile viewport. (PL-62466)

Regards,

Arshi

The following updates are now live for users of Method

Enhancements

• Customers & Leads, Vendors - Updated styling of buttons on the List screens. (PL-62234)
• Editable Grid - Added the ability to format Card Column decimal and money fields as Currency, adding a currency symbol. (PL-62147)

Fixes

• Multi-entity - Fixed spacing and alignment issues. (PL-59144)
• Sign-in - Fixed keyboard accessibility issues on the 2FA page. (PL-61890)
• Grids - Fixing cursor pointer over grid elements. (PL-62391)
• Grids - Fixing a scroll-reset bug in Editable Grid v2's column visibility dropdown. (PL-62471)
• Grids - Fixing cursor pointer over grid elements. (PL-62470)
• Calendar - Fixed an issue where using the In List condition in a view filter criteria did not work as expected with the Day of Week operator for a date field. (PL-62633)
• Work Orders - Fixed an issue where users could not create work orders if the Work Order activity type had been deactivated. (PL-62499)
• Calendar - Fixed an issue where the Resource field mapping could not be changed successfully. (PL-62327)
• Mobile - Fixed an issue where users were getting logged out when clicking an attachment. (PL-60399)
• Payments - Fixed an issue where payments for customers with long Postal Code values did not appear in the PaymentTransactionLog (logging issue only, payment still processed successfully). (PL-62853)

Regards,

Courtney

The following updates are now live for users of Method

Enhancements

• Donations - Added currency symbol to the Thank You Letter body. (PL-61015)

Fixes

• Classic - Fixed an issue where Subtotal line items could display incorrectly on transactions. (PL-62402)
• Multi-entity - Fixed an issue where entity sync status could show “Unsynced” even when QuickBooks was connected. (PL-62335)

Regards,

Phil

The following updates are now live for users of Method

Enhancements

• Sales Orders - Improved List & Create Invoice screens (new grid component, button styling changes). (PL-61894)

Fixes

• Tables & Fields - Fixing UpdateBundleView failure for PurchaseOrderLine view on InventoryQuantityInStock field. (NCNG-549)
• Portals/Estimates - Fixing signature storage error preventing customers from signing and paying deposits on estimates. (PL-62183)
• Work Orders - Fixed an issue where users encountered an error and could not create work orders if they deactivated the Work Order activity type. (PL-62613)
• Payments - Fixed an issue where the App Routine selected in a Process Payment action errored out and did not run in some scenarios. (PL-62389)
• Bills - Fixed an issue where the Ref numbers were not getting assigned even with "Let Method assign transaction numbers" enabled. (PL-62749)

Regards,

Courtney

The following updates are now live for users of Method

Fixes

• QBDT Sync - Fixed an XML error on the Engine blocking the Sync. (PL-62748)
• Items - Fixed an issue where import was causing the duplication of Items records (QBO). (PL-62354)
• Tax Preferences - Fixed an issue with the Sales Tax discrepancies with QuickBooks Online when “Do not Estimate Taxes in Method” is enabled. (PL-62416)

Regards,

Phil

The following updates are now live for users of Method

Enhancements

• Estimates - Improved List screen experience (new grid component, button styling changes). (PL-61852)

Fixes

• Field Crew - Fixed an issue where the mapping button referenced the customer shipping address rather than the jobsite address on the work order. (PL-62621)
• Work Orders - Fixed an issue where work orders with a negative amount were not supported in the batch invoicing flow, despite the grand total of all selected work orders still being greater or equal to 0. (PL-62464)
• Work Orders - Fixed an issue where the mapping & routing features referenced the customer shipping address rather than the jobsite address on the work order. (PL-62658)

Regards,

Phil

The following updates are now live for users of Method

Fixes

• Grids - Fixed an issue where dropdown chip filters didn’t return correct results for single/multi-select values, including comma-containing values. (PL-62134)
• Grids - Fixed an issue where values beyond 10 decimal places were truncated instead of saving correctly. (PL-61866)
• Attachments - Fixed an issue where uploads could fail silently by showing a clear error when the network drops. (PL-62251)
• Estimates - Fixed an issue where duplicate approval emails were sent due to an extra send call in the signature widget. (PL-62283)
  

Regards,

Arshi

The following updates are now live for users of Method

Fixes

• QBO - Fixed an issue where Invoices created from sales orders were not syncing with bundle items. (PL-62287)
• Currency - Fixed an issue where Currency was unfilled before Sync on New / Edit [Sales Receipt, Purchase Order] screens. (PL-61679)
• Tables & Fields - Fixed an issue where SalesTaxCode was not being display for the SalesReceiptLine table. (NCNG-1092)
• App builder - Fixed an issue where drag handles where being displayed even if there was only one option. (NCNG-489)
• Payments App- Fixed an issue where the payment applied to transactions were not visible after saved. (PL-62625)
• Actions - Fixed an issue where the "Configure payment methods" selection was not respected for Method Pay, and the widget always displayed card & ACH. (PL-62648)
• Grids - Fixed an issue where card columns inside an editable grid did not respect configured column sizing. (PL-61382)

Regards,

Harman