Method Community

The following updates are now live for users of Method New Features / Updates Communication History - Changed "sent" status to "pending" for better accuracy and clarity. (PL-45110) Fixes Editable Grids - Fixed an issue where grids weren't displaying in app ribbon panels in certain scenarios. (PL-46584) Editable ...

The following updates are now live for users of Method New Features / Updates Sales Receipts - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46128) Fixes Fixed a corruption for the 'Items' table for account oceanmarine. (PL-46264) V4 Designs - Advanced Settings page - ...

The following updates are now live for users of Method New Features / Updates Contacts - Added handling to reject a proposal when a customer becomes inactive. (PL-45991) Contacts - Added a check for active proposals when the assigned contact is being deleted. (PL-45911) Fixes Email Campaign- Fixed an issue where campaigns were ...

The following updates are now live for users of Method New Features / Updates Fixes Payments - Removed the inaccurate time from the transaction date field on the email templates. (PL-45503) Sales Orders - Updated logic so peer-to-peer permissions are applied on Open Sales Order view and Closed Sales Order view. (PL-45451) Payments - Fixed ...

The following updates are now live for users of Method Fixes Gmail Sidebar - Fixed an issue where the users were unable to create records from the sidebar. (PL-45494) QuickBooks Desktop - Fixed an ambiguous column name BillRef error on sync engine. (PL-45532) Outlook Gadget - Fixed an issue where records were getting saved in main ...

The following updates are now live for users of Method New Features / Updates Contacts - Added a warning message when attempting to opt out a contact of marketing communications on their behalf. (PL-45112) Fixes Work Orders - Fixed an issue where line items featuring now inactive items were allowed to be edited or copied over to new ...

The following updates are now live for users of Method New Features / Updates Fixes Google Calendar - Fixed an issue where the user was not able to connect with Google Calendar. (PL-44317) Deposits - Fixed an issue where default email templates were set incorrectly. (PL-44390) Taglist - Fixed an issue where linked tag fields were not ...

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 ...