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The following updates are now live for users of Method
Enhancements
- Multiselect Dropdown - Added multiselectdropdown support to runtime screen, designer, tables and fields. (PL-60871)
Fixes
- Audit Trail - Fixed an issue where some events were incorrectly reported as having originated from the Contacts app instead of the Customers & Leads app. (PL-60497)
- Actions - Fixed an issue where a show message used within nested Loop Through Table actions would get "stuck" on the second record in the loop. (PL-53696)
- Actions - Fixed an issue where a validation error was incorrectly displayed when selecting an action result in the Loop Through List action. (PL-60759)
Regards,
Harman
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The following updates are now live for users of Method
New Capabilities
- Multi Currency - Enable the Currency Symbols on Transactions and Report templates. (PL-60556)
Fixes
- Work Order - Fixed an issue where job site does not auto-populate when converted from Sales Order. (PL-60294)
- Mailchimp – Fixed an issue where contacts were not syncing from Method to Mailchimp. (PL-60393)
- Gmail Sidebar – Fixed an issue where activities could not be added using the sidebar. (PL-56312)
- Proposals - Fixed an issue where the Guest - Accept Proposal Post-Payment Processing app routine failed with an "ARAccount Missing or Invalid" error in some scenarios. (PL-60176)
- Customers & Leads - Fixed an issue where the incorrect currency was displayed alongside the lifetime value. (PL-60310)
Regards,
Courtney
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The following updates are now live for users of Method
Enhancements
- Actions - New "Split name" function added to the existing Character Functions action, which splits a string into a First Name and Last Name value. (PL-60746)
Fixes
- Sync Conflicts - Fixed an issue where knowledge base article links were opening in the same window; links now open in a new window. (PL-58268)
Regards,
John
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The following updates are now live for users of Method
Enhancements
- Actions - New "Split name" function added to the existing Character Functions action, which splits a string into a First Name and Last Name value. (PL-60746)
Fixes
- Sync Conflicts - Fixed an issue where knowledge base article links were opening in the same window; links now open in a new window. (PL-58268)
Regards,
Phil
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The following updates are now live for users of Method
Fixes
- Work Orders - Fixed an issue where job site did not auto-populate when converting from sales order. (PL-60294)
Regards,
Arshi
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The following updates are now live for users of Method
Enhancements
- App builder - Hide migration banner. (PL-60318)
Fixes
- Grids - Fixed an issue with long filter names overflowing the pill in grid builder v2. (PL-57299)
- Grids - Fixed an issue with clicking column header triggering sort instead of selecting it to be configured in grid builder V2. (PL-53157)
- Actions - Fixed an issue where time pickers not working when used within actions in grid builder v2. (PL-53727)
Regards,
Courtney
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The following updates are now live for users of Method
Enhancements
- Currency Symbol added for Invoice,PO to some users. (PL-60648)
Fixes
- App Routine - Fixed an issue where records inserted via app routines did not get logged in the Audit Trail. (PL-60403)
- Fix on where it may show disconnected incorrectly. (PL-60540)
Regards,
John
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The following updates are now live for users of Method
New Capabilities
- UK QBO - Added currency symbols to Vendors, Customers & Leads and Bills. (PL-60305)
Enhancements
- Multi-entity - Added pencil icon beside editable Username field in 'Add users to entities' modal for better clarity. (PL-58707)
- Opportunities - Increased the line item description field's character limit to 4096, matching the set up on transaction screens. (PL-49064)
Fixes
- Jobs - Fixed an issue where clicking the Contact Name redirected the user to the View Contact screen, but viewing the wrong contact. (PL-60152)
- Editable Grid - Fixed an issue where clearing the results after an invalid search did not properly refresh the grid. (PL-60084)
Regards,
Arshi
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The following updates are now live for users of Method
Fixes
- Classic - Fixed an issue on Method Classic where an unspecified error occurs on loading WorkOrder print button (PL-60440).
Regards,
Harman
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The following updates are now live for users of Method
Enhancements
- Editable Grids - Custom views now appear in the App Builder preview panel. (PL-56306)
Regards,
John
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The following updates are now live for users of Method
Enhancements
- Editable Grids - Improvements to the styling and UI of the custom grid re-ordering experience. (PL-56634)
Fixes
- Multi-entity - Fixed an issue where saving user access changes incorrectly triggered a Super Admin demotion warning. (PL-60058)
- Multi-entity - Fixed inactive users showing as active in entity details page. (PL-58648)
- Multi-entity - Fixed row click and pagination reset in user entity grid. (PL-58485)
- Sign In - Fixed 401 error shown during sign out. (PL-60161)
- Sync Widget - Fixed an issue where widget was not showing up on time tracking screen for all accounts. (PL-60033)
- Actions - Fixed an issue where an "Access Denied" action execution error was intermittently encountered in some custom workflows. (PL-54955)
Regards,
Phil
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The following updates are now live for users of Method
Fixes
- Editable Grid - Fixed an issue where custom view visibility toggle was applied as a global preference instead of per user. (PL-56628)
- Work Orders - Fixed an issue where the Printable Work Order always included an extra blank page. (PL-60101)
Regards,
Arshi
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The following updates are now live for users of Method
Fixes
- Editable Grid - Fixed an issue where the custom view Reset and Save as new view buttons did not appear in some scenarios. (PL-56759)
- Sales Receipts - Fixed an issue where Email Outgoing activities were recorded in the system before the email was successfully sent out. (PL-59930)
- UK MLP - Fixed an issue where Rounding was not working for Money format type in Editable Grids. (PL-59966)
Regards,
Harman
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The following updates are now live for users of Method
Enhancements
- Editable Grid - Introducing a clickable search button/icon to the search bar. (PL-60018)
- Schedule - Implemented a new Visit History List portal screen. (PL-59940)
- Schedule - Implemented a new Upcoming Visit List portal screen. (PL-59934)
Fixes
- Editable Grid - Fixed alignment issues with the Reset and Save as new view buttons. (PL-59618)
- Editable Grid - Fixed an issue where users were able to enter invalid chip filter values given the selected field's type, resulting in a broken grid. (PL-59644)
- Editable Grid - Fixed an issue where the wrong default view was selected after deleting a custom view. (PL-56708)
Regards,
Courtney
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The following updates are now live for users of Method
Fixes
- Editable Grid - Fixed alignment issues with the Reset and Save as new view buttons. (PL-59618)
- Editable Grid - Fixed an issue where users were able to enter invalid chip filter values given the selected field's type, resulting in a broken grid. (PL-59644)
- Editable Grid - Fixed an issue where the wrong default view was selected after deleting a custom view. (PL-56708)
- App builder - Fixed an issue with max character validation when configuring a component. (PL-56922)
- Print Reports - Fixed an issue where the base and detail table dropdown fields were frozen on "loading" in some scenarios. (PL-60100)
Regards,
John
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