Method Community

The following updates are now live for users of Method New Features / Updates Proposals - Added a back button to the view proposals screen. (PL-43198) Time Tracking - Added pre-set and custom date range filters to the time Tracking list screen. (PL-42400) Fixes Method Sidebar: Removed 'Campaign Source' field from the screen. ...

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. ...

The following updates are now live for users of Method Fixes Sync Conflict Improvements - Preventing customers from deleting an entity with transactions associated to it, along with improved Sync message. (PL-42084) QBDT Estimate\Invoice - Fixed an issue where subtotal lineitem was not updating on save when added a second time. ...

The following updates are now live for users of Method Fixes Time Tracking - Fixed an issue when exporting a grid where more records were returned than were in the search results. (PL-42903) Regards, Hannah

The following updates are now live for users of Method Fixes Transaction Reports - Fixed an issue where no time range options were available on multi-tenant accounts. . (PL-42765) Portal - Updated Case tile to show a zero if no cases exist. . (PL-43011) Regards, Nicolas

The following updates are now live for users of Method New Features / Updates Preferences table - Added "Default Terms" field to sync from QuickBooks Online. (PL-42738) Add/Edit Items - Improved the button layout for mobile. (PL-43075) Time Tracking Preferences - Design Improvements QBDT. (PL-42991) Time Tracking - Improved ...

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 Fixes QuickBooks Desktop Sync- Fixed the issue where subtotal lineitem was not updating on save when added a second time. (PL-43034) QuickBooks Desktop Sync- Fixed "Ambiguous column name ItemReceiptRef error on Sync Engine. (PL-41408) Regards, Hannah

The following updates are now live for users of Method New Features / Updates Invoices, Estimates, Sales Receipts, Sales Orders - Added logic to prevent adding an inventory item with an "InvStartDate" after the "TransactionDate". (PL-42401) Proposals - Related activities now link to the mentioned proposal. ...

The following updates are now live for users of Method New Features / Updates Opportunities - Added the ability to convert an opportunity to a work order. (PL-41808) Work Orders - Added a dropdown to allow users to select a related Opportunity. (PL-41807) Opportunities - Redesign the New/Edit Opportunity screen to be more user-friendly. ...