Method Community

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 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 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 New Features / Updates 2FA - Introducing two-factor authentication for all users. (PL-40503) Gallery - New component is now generally available in screen designer. (PL-38113) Proposals - Updated logic to not allow a proposal requiring payment for acceptance to be sent, if the payment ...

The following updates are now live for users of Method New Features / Updates Work Orders - Added logic so only users with edit permissions can create or edit a work order. (PL-27888) Proposals - Added logic so the preference chosen for the Engagement Letter Template is reflected when sending a Proposal or viewing the acceptance letter. ...

The following updates are now live for users of Method Fixes Calendar - Fixed an issue that caused an error when trying to refresh multiple calendars at once via actions. (PL-38267) Calendar - Fixed an issue that occasionally caused calendars to not appear on a screen. (PL-37889) Calendar - Fixed an issue where the calendar wasn't ...

The following updates are now live for users of Method New Features / Updates Modify Xero Sync (to sync these two new fields). (PL-36183) Dashboard- Audit Trail. (PL-35580) Collapsible side panel. (PL-35923) Fixes Xero - App(Contacts) Screen(Guest - Customer Transactions) not showing calculated balance. (PL-35852) Xero, New/Edit ...

The following updates are now live for users of Method New Features / Updates New/Edit Proposal - Improved handling of currency in notification email. (PL-30092) New/Edit Purchase Order - Fixed an issue where the Customer dropdown was removed from the line item grid. (PL-30491) Fixes Generate Report action - Fix to display reports ...

Opportunities, Cases and Solutions in Method CRM now all benefit from our new Document Management feature.  So why is this important to you?  I’ll tell you. The goal of any sales rep in an organization is simple – drive as many sales as he or she can.  As managers, owners and team leaders, our jobs are to provide our ...

The following updates are now live for users of Method New Features / Updates Charts - Added the ability to sort by X or Y axis. (PL-47395) Proposals - Fields exclusive to recurring items are now hidden when no recurring items are present on a proposal. (PL-47385) Fixes Designer - Fixed an issue where saving would sometimes cause ...