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Release Notes

Method Updates - Oct 6th, 2023

The following updates are now live for users of Method

New Features / Updates

  • Cases - Added a dropdown to allow users to select a related Opportunity. (PL-42511)
  • Work Orders - Added a dropdown to allow users to select a related Opportunity. (PL-41809)
  • Opportunities - Added the ability to convert an opportunity to a work order. (PL-41808)
  • Reorders - Added link to additional information when clicking on "Learn More" on Invoices and Sales Receipts. (PL-41561)
  • Opportunities - Redesign the New/Edit Opportunity screen to be more user-friendly. (PL-41533)
  • Opportunities - Added Work Orders to the App Ribbon. (PL-40936)
  • Opportunities - Added automation to mark Opportunities as closed after converting to a transaction. (PL-40568)

Fixes

    Regards,

    Harman

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