Method Community

 

Release Notes

  • Method Updates - May 7th, 2026

    The following updates are now live for users of Method

    Enhancements

    • Invoices - Improved List screen experience (new grid component, button styling changes). (PL-61893)

    Fixes

    • Customers & Leads - Fixed an issue where the Contact Type selection did not persist when navigating from the Quick-Add Modal to the "full form" New Contact screen. (PL-62061)
    • Multi-entity - Fixed an issue where Super Admins could be missing access to apps and other features. (PL-61767)

    Regards,

    John

  • Method Updates - May 6th, 2026

    The following updates are now live for users of Method

    Fixes

    • Multi-entity - Fixed an issue where Super Admin invites could intermittently fail in accounts that include inactive entities. (PL-62417)
    • Text Input - Fixed an issue where auto-fill data is not recognized by screens & actions (PL-61540)
    • Text Input - Fixed an issue where "Field Contains Malicious Values" error was unexpectedly triggered by certain characters. (PL-62016)

    Regards,

    Phil

  • Method Updates - May 5th, 2026

    The following updates are now live for users of Method

    Enhancements

    • Toast Notifications - Updated and improved the alignment of icon and text within notifications. (PL-60806)
    • Editable Grid - The column alignment configuration now applies to the column header as well as the content. (PL-62112)

    Fixes

    • Work Orders - Fixed an issue where the mapping and routing functionality was mapped to the Shipping Address fields on the customer record rather than the jobsite address fields on the work order. (PL-62247)

    Regards,

    Arshi

  • Method Updates - April 28th, 2026

    The following updates are now live for users of Method

    Fixes

    • Tables & Fields - FIxed a bug with creating dropdowns from a new table. (NCNG-1060)
    • Grids - Fixed an issue where you were able to set a negative value for "Rows on Add". (NCNG-797)
    • Purchase Orders - Fixed typo in preference screen where "Customer" was shown instead of "Vendor". (PL-54031)
    • Sales Orders - Fixed an issue where sales order emails open blank when no email notification template is selected (PL-60996)

    Regards,

    Arshi

  • Method Updates - April 27th, 2026

    The following updates are now live for users of Method

    Enhancements

    • Editable Grid - Updated the column width calculation logic for Date/Time fields to more closely respect the Fixed width configuration. (PL-62092)
    • Opportunities - List screen improvements (Convert to editable grid, update default view filters, update button styling & position). (PL-61472)
    • Activities - List screen improvements (Convert to editable grid, update button styling & position). (PL-61436)

    Fixes

    • Multi-entity - Fixed an issue where Super Admin invitations could fail to send in some accounts. (PL-62011)
    • Editable Grid - Fixed an issue where the "make default" star icon within Manage Views displayed incorrectly on mobile. (PL-62116)

    Regards,

    Harman

  • Method Updates - April 24th, 2026

    The following updates are now live for users of Method

    Fixes

    • Currency - Fixed an issue where the Currency was not visible before Sync on New / Edit [Estimate, Bill] screens. (PL-61677)
    • Sign in - Fixed an issue where “Sign in with Microsoft” could fail and show an unexpected error page after authentication. (PL-61842)

    Regards,

    Courtney

  • Method Updates - Apr 23rd, 2026

    The following updates are now live for users of Method

    Enhancements

    • Editable Grids - Modified the column width logic for Date fields to more closely respect Fixed width configurations. (PL-62092)
    • Opportunities - List screen improvements (convert to an editable grid, updated view filters, button styling changes). (PL-61140)

    Fixes

    • Currency - Fixed an issue where the Currency was not visible before Sync on New / Edit [Estimate, Bill] screens. (PL-61677)
    • Sign in - Fixed an issue where “Sign in with Microsoft” could fail and show an unexpected error page after authentication. (PL-61842)
    • Editable Grids - Fixed an issue in Manage Views on mobile where the star icon was displayed incorrectly and a tooltip appeared when changing the default view. (PL-62116)

    Regards,

    John

  • Method Updates - April 22nd, 2026

    The following updates are now live for users of Method

    Fixes

    • QBDT Sync - Fixed an issue where the Method to QuickBooks sync was not working. (PL-62313)

    Regards,

    Phil

  • Method Updates - April 21st, 2026

    The following updates are now live for users of Method

    Fixes

    • App Ribbon - Fixed an issue where "Back" and "Save & Back" buttons inside an app ribbon didn’t return the user to the previously opened screen (PL-62012)

    Regards,

    Arshi

  • Method Updates - April 20th, 2026

    The following updates are now live for users of Method

    Enhancements

    • Process Payment Action - Updated the trigger and timing of the App Routine selected in the action to run when the payment is Pending. (PL-61493)

    Fixes

    • QBDT Sync – Fixed an issue where deleted Price Levels were still showing in Method. (PL-62138)
    • Grids - Fixed an issue on legacy grids where grid redundantly reloads data on record click before navigating (PL-62008)
    • Runtime - Fixed an issue where lag is experienced when switching apps and opening records. (PL-62055)
    • Editable Grid - Fixed an issue where some session variables were not available to be used as references. (PL-55939)

    Regards,

    Harman

  • Method Updates - April 17th, 2026

    The following updates are now live for users of Method

    Fixes

    • Editable Grid - Fixed an issue where currency-formatted fields were disappearing on an update. (PL-62054)
    • Modal - Fixed an issue where modals and show messages persisted after clicking browser back/forward buttons. (PL-61670)

    Regards,

    Courtney

  • Method Updates - April 15th, 2026

    The following updates are now live for users of Method

    Fixes

    • Grids - Fixed an issue where selectable rows on save appeared frozen (PL-61568)
    • Grids - Fixed an issue where grids display a load behaviour on click before navigation (PL-61717)
    • Multi-entity - Added breadcrumbs back to the management page for clearer navigation within Account Settings. (PL-58199)

    Regards,

    Phil

  • Method Updates - April 14th, 2026

    The following updates are now live for users of Method

    Fixes

    • Home - Fixed error when attempting to navigate to an activity from the To do list modal. (GROW-195)
    • Invoices - Fixed an issue where access permission settings not working correctly within sales rep dropdown in invoice reports (PL-61693)

    Regards,

    Arshi

  • Method Updates - April 13th, 2026

    The following updates are now live for users of Method

    Enhancements

    • Sales Orders - Introducing the Quick-Add Customer Modal experience to the New/Edit Sales Order screen for QBO users. (PL-61810)
    • Tables & Fields - Exposed the PaymentStatus field in the PaymentTransactionLog table. (PL-61687)

    Fixes

    • Customers & Leads - Fixed some mobile design and layout issues on the Modal - New Contact screen. (PL-61457)
    • Customers & Leads - Fixed an issue on the Modal - New Contact screen where the Name in QuickBooks did not default to the CompanyName if one was entered. (PL-61791)
    • Cases - Fixed an issue where, after creating a new contact via the quick-add modal, the new contact was not selected in the dropdown. (PL-61793)
    • Actions - Fixed an issue where the Process Payment Setup Action raises an error when there are no records in the PaymentGateway table. (PL-60025)
    • Home - Fixed error when attempting to navigate to an activity from the To do list modal. (GROW-195)

    Regards,

    Harman

  • Method Updates - April 7th, 2026

    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

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