Method Community

 

Release Notes

  • 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

  • Method Updates - March 31st, 2026

    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 30th, 2026

    The following updates are now live for users of Method

    Fixes

    • Actions - Fixed an issue with file URLs causing action execution errors. (NCNG-619)
    • [No Code] Dashboard - Insights Beta is not displaying accurate data. (PL-61491)
    • Method Pay - Issues and errors when accessing the Payment Gateways page in Alocet. (PL-61720)
    • Multi-entity - Fixed an issue where redirects to Manage Permissions could fail for entities with spaces in their display name. (PL-61644)

    Regards,

    Harman

  • Method Updates - March 27th, 2026

    The following updates are now live for users of Method

    Enhancements

    • Onboarding - Implemented stockapp welcome banners and app empty state overlays. (GROW-9)

    Fixes

    • Grids - Fixed an issue preventing columns from being deleted in grid builder v2. (NCNG-688)

    Regards,

    Courtney

  • Method Updates - March 26th, 2026

    The following updates are now live for users of Method

    Enhancements

    • Multi-entity - Updated bulk invites to set the default TenantID from the user’s permitted entities, ensuring onboarding To Do items are created where they have access. (PL-61661)

    Fixes

    • Grids - Fixed an issue where tab key navigation does not highlight the next line item. (PL-61674)
    • User Management - Updated Customizer role invites to default Edit and Delete permissions to enabled. (PL-59532)
    • Multi-entity - Fixed an issue where bulk-invited users could appear in Editable Grid V2 for entities they don’t have access to. (PL-61646)
    • Schedule - Fixed an issue on the View Visit modal where the start and end date/time inputs were not disabled for visits set to be scheduled later. (PL-61326)
    • Customers & Leads - Fixed an issue where the user was navigated to the View Contact screen after creating a record via the "full form" from the Quick-Add modal, instead of back to the original workflow screen. (PL-61524)
    • Schedule - Fixed an issue where the Upcoming Visits tile was missing from the Guest - Customer Home portal screen. (PL-61681)

    Regards,

    John

  • Method Updates - March 25th, 2026

    The following updates are now live for users of Method

    Enhancements

    • Recurrence widget - Multi-select values set on the series now propagate down to the occurrences. (PL-61444)

    Fixes

    • Multi-entity - Fixed an issue where bulk-invited users could show incorrect usernames. (PL-61645)
    • Customers & Leads – Fixed an issue where creating a contact or customer from the Quick-Add modal’s “Full Form” option would redirect users to the View Contact screen instead of returning them to the screen where the action was originally initiated. (PL-61702)
    • Grids - Fixed an issue where tab key navigation did not highlight the next line item. (PL-61674 )
    • Modal - Fixed an issue where dropdown menus and date time picker calendar gets clipped by modal boundary. (PL-60941)
    • Grids - Fixed an issue where the hide view selector configuration was not working on the mobile app. (PL-61105)
    • Grids - Fixed an issue where grid export fails with 100,000 record limit error despite fewer records displayed. (PL-61340)

    Regards,

    Phil

  • Method Updates - March 24th, 2026

    The following updates are now live for users of Method

    Fixes

    • Grid - Fixed an issue where calendar date selection was blocked on edit inside an advanced filter grid (PL-60848)

    Regards,

    Arshi

  • Method Updates - March 20th, 2026

    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 19th, 2026

    The following updates are now live for users of Method

    Fixes

    • Search - Fixed an issue where searching by customer name returned an error. (PL-61452)
    • Modal - Fixed an issue where empty Open Screen as a Pop-up action fields still displayed modal on runtime screens. (PL-58911)
    • Estimate - Fixed an issue where duplicating an accepted estimates retains previous signature. (PL-55875)
    • Bills - Fixed an issue where accounts dropdown on New/Edit Bill screen referenced all accounts instead of just Accounts Payable type (PL-60538)
    • QBO Refund Receipts - Fixed an action Execution Error 'Invalid object name 'viewaccRefundReceiptLine' on an App routine execution. (PL-61612)

    Regards,

    John

  • Method Updates - March 18th, 2026

    The following updates are now live for users of Method

    Enhancements

    • Multi-entity - Updated “Assigned To” dropdowns to include all users with access to the current entity. (PL-60519)

    Fixes

    • Time Tracking - Fixed an issue where we were getting "Please supply a duration for the time activity" error. (PL-59683)

    Regards,

    Phil

  • Method Updates - March 17th, 2026

    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 16th, 2026

    The following updates are now live for users of Method

    Fixes

    • Multi-entity - Fixed an issue in the App Marketplace Super Admin UI. (PL-60406)
    • Editable Grid - Fixed an issue where search did not work as expected on mobile. (PL-61614)
    • Actions - Fixed an issue where an unconfigured Loop Through List action caused errors and locked the action editor in an endless saving state. (PL-61383)

    Regards,

    Harman

  • Method Updates - March 13th, 2026

    The following updates are now live for users of Method

    Fixes

    • Sign In - Fixed an issue where email change verification links could fail after multiple requests. (PL-61171)

    Regards,

    Courtney

  • Method Updates - March 12th, 2026

    The following updates are now live for users of Method

    New Capabilities

    • Multi-Select DropDown - Multi-Select now supported within recurrence widget. (PL-61444)
    • Multi-Select DropDown - Multi-Select now supported within grids. (PL-61239 )

    Enhancements

    • Method Pay - Updates to the CTAs, buttons, and connection status pill on the Payment Gateways system page (Dark). (PL-60793)

    Fixes

    • Sync Conflicts - Fixed an issye where 'Show more' button edits the field instead of expanding. (PL-61464)
    • Jobs - Fixed an issue where the insights blocks at the top of the Jobs List appeared stretched on mobile. (PL-61456)
    • Home - Fixed and issue where the tab selection would not update when navigating to a grid from the insight card. (GROW-13)

    Regards,

    John

  • Method Updates - March 11th, 2026

    The following updates are now live for users of Method

    Fixes

    • App Ribbons - Fixed an issue where "Request Limit Exceeded" message appears when accessing apps inside an app ribbon. (PL-61489)

    Regards,

    Phil

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