Method Team Blogs
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The following updates are now live for users of Method New Features / Updates Activities - Improved UI when making bulk updates. (PL-51072) Fixes Grids - Fixed an issue where checkboxes were unresponsive on editable grids. (PL-50799) Charts - Fixed an...
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The following updates are now live for users of Method New Features / Updates Proposals - Updated portal homepage tile to navigate users to their sent proposals. (PL-50759) Proposals - Added usage warning when previewing an email. (PL-50932) Fixes Bills...
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The following updates are now live for users of Method New Features / Updates Invoices, Estimates, Sales Orders, Work Orders - Added email warning limit when previewing email. (PL-50886) Work Orders - Improved UI and copy for the preferences screen. ...
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The following updates are now live for users of Method Fixes Sales Receipt, Purchase Orders - Fixed issue where exchange rate was not updating when updating customer. (PL-50844) Sales Receipt - Added option to add attachments to email. (PL-50368) Proposals...
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The following updates are now live for users of Method Fixes Estimates - Improved logic so the exchange rate is updated when selecting a new customer. (PL-50808) Portal - Fixed inconsistent button placement o n estimates mobile experience. (PL-50757)...
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The following updates are now live for users of Method New Features / Updates Mobile - Improved the button design and layout on some stock Add/Edit Item screens. (pl-43134) Fixes Regards, Harman
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The following updates are now live for users of Method New Features / Updates Classes - Added validation to prevent duplicate names. (PL-50407) Sales Reps - Added validation to prevent duplicate names. (PL-50406) Contacts - Added logic to disable the...
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The following updates are now live for users of Method New Features / Updates Fixes Subscriptions - Fixed next change date invoicing for annual subscriptions. (pl-50665) Chips - Fixed an issue with filtering dates using "is between" not include...
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The following updates are now live for users of Method Fixes Payments - Fixed issue where a user gets stuck if no invoices have been selected. (PL-50451) Actions - Fixed an issue where Add Attachment To Record ID action stops subsequent actions. (PL-50280...
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The following updates are now live for users of Method New Features / Updates Activities - Added ability to make bulk updates. (PL-49834) Work Orders - Added the ability to customize the Work Order SMS reminders. (PL-49744) Fixes Send Email - Fixed an...
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The following updates are now live for users of Method New Features / Updates Fixes Sync Conflicts - To update the 'Stale Object' Error to a customer friendly conflict message. (PL-50391) Donations - Fixed issue when retrieving the billing address...
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The following updates are now live for users of Method Fixes Sales Orders - Fixed an issue that caused group children items to change parent when invoicing . (PL-50486) Regards, Hannah
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The following updates are now live for users of Method New Features / Updates Cases - Added push notification for case assignment. (PL-50456) Contacts - Added logic so the tab remembers your last view. (PL-50373) Fixes Proposals - Added logic to handle...
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The following updates are now live for users of Method New Features / Updates Estimates - Added push notification when an estimate is approved or rejected. (PL-50312) Work Orders - Added a push notification when emailing an assignee. (PL-50405) Activities...
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The following updates are now live for users of Method New Features / Updates Fixes Cases - Fixed an issue where record id is appended to the title any time View Case on the portal is loaded. (PL-49258) Cases - Added missing grid columns when view a case...
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