Search results for '%27'

Re: Report Issue

Method_Inderdeep — Fri, 05 Jun 2026 13:33:01 GMT

Hi Espoir,

You don’t need a custom field for this. Put the Quantity field into the group footer (the band that summarizes that group), then apply a summary to it.

Steps:

Add a GroupFooter for the item group (so you have a place to show totals).
Move the Quantity field from Details into that GroupFooter.
Select the Quantity field, open its Summary settings, set Running to Group, and Function to Sum.

That will print one line per item description with the summed quantity.

Best,

Inder

Report Issue

Espoir — Wed, 03 Jun 2026 19:27:49 GMT

Hello,

I am trying to create a report that takes items with the same description, groups them,adds their quantities, and prints the sum on the report.

I was able to group the Items using the Group Header section in the report, but adding their quantity and print sum has given a lot of issues. I tried creating custom fields, but it is not working.

Any suggestions here?

Method Updates - June 3rd, 2026

Method_Phil — Wed, 03 Jun 2026 15:18:00 GMT

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

Method Updates - June 2nd, 2026

Method_Arshi — Tue, 02 Jun 2026 15:30:00 GMT

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

Method Updates - May 29th, 2026

Method_ Courtney — Fri, 29 May 2026 14:20:00 GMT

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

Method Updates - May 27th, 2026

Method_Phil — Wed, 27 May 2026 14:20:00 GMT

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

Method Updates - May 26th, 2026

Method_Arshi — Mon, 25 May 2026 20:08:00 GMT

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

Method Updates - May 22nd, 2026

Method_ Courtney — Fri, 22 May 2026 18:46:00 GMT

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

Method Updates - May 19th, 2026

Method_Phil — Wed, 20 May 2026 14:20:00 GMT

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

Method Updates - May 15th, 2026

Method_ Courtney — Fri, 15 May 2026 15:24:00 GMT

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