Method Community

The following updates are now live for users of Method New Features / Updates SSO Integrations - Implement SSO for Zapier sign-in. (PL-46198) Invoices - Updated the mobile view of the line item grid on the portal to include the item description. (PL-46120) Sales Orders - Updated the mobile view of the line item grid on the portal to include ...

The following updates are now live for users of Method New Features / Updates Proposals - Assigned a backup recipient for communications if the Assign To or the customer contact become inactive. (PL-44722) Proposals - Improved validation for sending the proposals payment expiring email. (PL-44714) Proposals - Added an activity to log ...

The following updates are now live for users of Method Fixes Multi-Tenant - Fixed an issue where Transaction History was displaying across main and tenant Accounts. (PL-46221) Communications - Fixed an issue where loading the Email Details for failed emails. (PL-46032) Regards, Nicolas

The following updates are now live for users of Method Fixes Opportunities - Fixed an issue where the Create Invoice button was missing from Estimates when converted from an Opportunity (Xero). (PL-46223) Proposals - Fix for "Recurring Invoices & Payments" app routine failure in Xero accounts. (PL-46073) Regards, Arshi

The following updates are now live for users of Method New Features / Updates Functional - Add edit experience to Address component. (PL-44127) Functional - Implement field block actions on runtime. (PL-44691) Regards, Courtney

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 ...

Thanks for confirming. We will continue with the process of creating our own PDF using the API data. Regards

Unfortunately, you cannot print the Estimate using the API. For your workflow, you can create an Estimate via API but printing won't be possible today. 

The following updates are now live for users of Method New Features / Updates Proposals - Added back-up recipients for emails and activities if the Assigned To or Customer Contact become inactive. (PL-45992) Proposals - Added a save button for new functionality. (PL-44786) Proposals - Excluded the 'Completed' status from proposals in ...

The following updates are now live for users of Method Fixes Email History - Sending an email directly to an unsubscribed contact no longer causes the email to get stuck in the email send list. (PL-45998) Payments - Fixed an issue where payment records were not created for portal transactions. (PL-45859) Regards, Harman