Method Community

The following updates are now live for users of Method Fixes Opportunities - Resolved hard deleting opportunity stock stages (PL-57058) Regards, Courtney

The following updates are now live for users of Method Fixes Invoices - Fixed a spacing issue on the Invoice Reports screen. (PL-56341) Classes - Fixed an issue with the duplicate class name validation logic. (PL-56346) Sales Receipt - Fixed an issue where the wording on the email verification message was unclear. (PL-56905) Payments - ...

The following updates are now live for users of Method Enhancements Audit Trail - Updated Audit Trail retention policy. (PL-53709) Fixes Grids - Fixed images not downloading on editable grids. (PL-56642) DateTime Picker - Fixed placement of default date format in screen designer. (PL-56697) DateTime Picker - Added default date format ...

The following updates are now live for users of Method Fixes Payments - Fixed an issue where the wording on the email verification message was unclear. (PL-53777) Payments - Fixed an issue where the Payment Method dropdown included inactive options. (PL-56821) Payments - Fixed an issue where the Guest - View Payment screen showed incorrect ...

The following updates are now live for users of Method Fixes Calendar - Fixed an issue where a formula used for the Event Title also displayed for the Event Description. (PL-56585) Tables & Fields - Fixed an issue where Yes/No fields on the Customer table weren’t appearing in the UI. (PL-57098) Regards, John

The following updates are now live for users of Method Enhancements Sync Widget - Added widget component on Credit Memo, Item Receipt, Vendor Credit, Journal Entry base tables. (PL-55917) Multi-entity - Updated UI terminology from “Sub-entity” to “Entity/Entities” (PL-56704) Fixes Cases - Fixed an issue where ...

The following updates are now live for users of Method Enhancements Sync Widget - Added widget component on Credit Memo, Item Receipt, Vendor Credit, Journal Entry base tables. (PL-55917) Multi-entity - Updated UI terminology from “Sub-entity” to “Entity/Entities” (PL-56704) Fixes Cases - Fixed an issue where ...

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 ...

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 ...

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