Method Community

The following updates are now live for users of Method New Features / Updates Fixes Opportunities - Fixed an issue where converting an Opportunity to a transaction did not update the sales pipeline.  (PL-43741) Opportunities - Fixed an issue where contact information was not updating correctly. (PL-43612) Gmail Sidebar - To support ...

The following updates are now live for users of Method New Features / Updates Time Tracking - Made improvements to the time duration field and other UI/UX elements. (PL-41897) Fixes User Profile- Fixed an issue where user failed to update sign in email. (PL-43106) Opportunity Preferences - Fixed small typos and errors on the preferences ...

The following updates are now live for users of Method New Features / Updates Opportunities - Added a dropdown that allows users to link a Case to an Opportunity. (PL-42512) Opportunities - Changed the sorting of the Opportunities List grid and addeded additional columns. (PL-41854) Opportunities - Reorganized the view filters dropdown menu ...

The following updates are now live for users of Method New Features / Updates Items - Added a 'Save' button for item creation. (PL-42593) Items - Added a button to make an item Active or Inactive on item creation. (PL-42364) Fixes Buttons - Fixed an issue where borders were not displayed on hover. (PL-18987) Buttons - Fixed an ...

The following updates are now live for users of Method New Features / Updates Estimates - Fixed minor defects affecting the deposits flow. (PL-42075) Portal - Updated the Guest Customer New Contact screen to change field name to "Salutation" . (PL-42086) Insights Dashboard - Added a new Screnlet to show Ongoing Email Campaigns. ...

The following updates are now live for users of Method Fixes Sync - Fixed an issue with the description of Group Items getting erased after Sync on POs and Bills. (PL-41095) Sync - Fixed an issue with invoices not providing a clear message when no line items are present. (PL-39683) REST API - Fixed an issue that was preventing the API system ...

The following updates are now live for users of Method New Features / Updates Sync Conflicts- Improved unlink sales order from invoice to unlink all line items. (PL-40017) Email Campaigns - Added the ability to Archive/Unarchive completed campaigns. (PL-40193) Donor Pages - Improved ability to set the default Deposit Account. ...

The following updates are now live for users of Method New Features / Updates Work Orders, Field Crew - Now available for Xero users. (PL-39971) Fixes Terms - Fixed several issues related to save buttons not functioning properly and missing validation. . (PL-40254) Payments - Fixed an issue where navigating to the Guest - Pay Now screen ...

The following updates are now live for users of Method Fixes Report Designer - Fixed an issue where adding a 5th detail table to a report would cause an error on generation. (PL-39150) Validation Rules - Fixed an issue where email addresses with underscores in the domain were incorrectly passing validation. (PL-38759) Calendar - Fixed an ...

The following updates are now live for users of Method New Features / Updates Sign up - Add QB logo to Intuit sign-up button. (PL-38102) Xero - Fixed an issue where an error occurred when a user tried to email an estimate or submit a Web to Lead. (PL-38635) Fixes Attachments - Fixed an issue where the attachments ...