Search results for 'email'

Method Updates - April 7th, 2026

Method_Arshi — Tue, 07 Apr 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

Recurrence Widget - Fixed an issue where an extra occurrence was being generate inside a work order (PL-61296)
Recurrence Widget - Fixed an issue of incorrect dates inside recurrence widget (PL-61358)
Multi-Select - Fixed an issue where multi-select was no longer selectable within the calendar resource selection. (PL-61719)
Multi-Select - Fixed an issue where multi-select component view showing inside screen designer properties panel (PL-61718)
Donations - Fixed an issue in the recurring donations logic causing some recurring donations to be processed twice due to the Daylight Savings time change. (PL-61606)
Opportunities - Fixed an issue where some stock Lead Source options could be deleted, causing errors in the Reorder workflows. (PL-61662)
Send Email - Fixed an issue where Xero users experienced a "No matching records found" error when sending an email. (PL-61722)

Regards,

Arshi

Method Updates - March 31st, 2026

Method_Arshi — Tue, 31 Mar 2026 15:30:00 GMT

The following updates are now live for users of Method

Fixes

App Ribbons - Fixed an issue where New/Edit Activity screen inside an app ribbon did not refresh after sending email (PL-60685)
Grids - Fixed an issue where duplicate records are created from modal save after entering information inside a grid in a modal (PL-61206)
Items - Fixed an issue where QBO bundle items were not accessible (PL-61654)
App Ribbons - Fixed an issue where activity opened from app ribbon disappears when window is resized (PL-61675)
Modal - Fixed an issue where save/refresh triggers were failing prior to modal launch (PL-61632)
Refund Receipts - Fixed 500 errors for the Desc field on item tables. (PL-61790)
Sync widget - To remove the resize handle from Screen Designer (PL-61741)
Actions - Fixed an issue where the Process Payment - Set Up action produced an error (PL-60025)

Regards,

Arshi

Method Updates - March 20th, 2026

Method_ Courtney — Fri, 20 Mar 2026 15:53:00 GMT

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

Method Updates - March 17th, 2026

Method_Arshi — Tue, 17 Mar 2026 15:30:00 GMT

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

Method Updates - March 13th, 2026

Method_ Courtney — Fri, 13 Mar 2026 14:21:00 GMT

The following updates are now live for users of Method

Fixes

Regards,

Courtney

Method Updates - March 10th, 2026

Method_Arshi — Tue, 10 Mar 2026 15:30:00 GMT

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

Method Updates - March 9th, 2026

Method_Harman — Mon, 09 Mar 2026 15:00:00 GMT

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

Method Updates - March 5th, 2026

Method_John — Thu, 05 Mar 2026 13:55:00 GMT

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

Method Updates - February 26th, 2026

Method_John — Thu, 26 Feb 2026 13:55:00 GMT

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

Method Updates - February 24th, 2026

Method_Arshi — Tue, 24 Feb 2026 16:30:00 GMT

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