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The following updates are now live for users of Method
Fixes
Opportunity - Resolved primary assignment sales rep flow for Opportunities created from a reorder request. (PL-56420)
Dropdown - Resolved dropdown search issue that selected first option when hitting enter (PL-53784)
Cases - Fixed an issue where email sender on New/Edit Case ...
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You are on to the answer with your sub-question #1 - the Estimate total is set to update when it syncs to QuickBooks, and as far as I know you can't call a Prepare for Accounting or Send an Email via a Method API call.
our workarounds are to calculate the Estimate Total ourselves if we need it right away (we do this ...
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The following updates are now live for users of Method
Fixes
Portal - Fixed an issue where verification codes were not being sent to some users. (PL-56859)
Regards,
John
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The following updates are now live for users of Method
Fixes
App builder - Fixed an issue with clearing out required fields for components. (PL-54169)
Designer - Fixed a spelling issue with charts. (PL-56806)
Regards,
Nicolas
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And last sub-question, can we also trigger Send Email from the API?
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Also, as a sub-question, how can I trigger a sync with Quickbooks from the API?
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How do I trigger a subtotal, tax and total calculation with the API?
I created an Estimate, then I added EstimateLines, but the subtotal/tax/total stays at 0. I tried sending a PATCH with very little data just to trigger an update, but it still stays at 0.
Do I have to calculate everything by myself?
Thanks!
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The following updates are now live for users of Method
Enhancements
App builder - Improved search for column names, not searches friendly name and database name. (PL-52261)
Fixes
App builder - Fixed an issue where users were able to resize the expression text area. (PL-56406)
Regards,
Nicolas
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The following updates are now live for users of Method
Fixes
Address lookup - Fixed an issue with the start searching text. (PL-55517)
Calendar - Fixed issue where custom resources were hidden on the event card. (PL-54120)
Recurrence Widget - Fixed an issue where work orders would incorrectly make duplicates when creating a new work order. ...
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The following updates are now live for users of Method
Enhancements
DateTime Picker - Added support for validation rules. (PL-38162)
Fixes
QBO - Fixed an issue where syncing Terms was throwing "Unsupported Operation" error in logstash. (PL-56609)
Regards,
John
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