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  • Method Updates - April 26th, 2023

    The following updates are now live for users of Method New Features / Updates Email Campaigns - Added the ability to filter grid in a Sent Email Campaign based on status. (PL-40666) Contacts - Added lead source on customers who are converted from a lead. . (PL-40665) Donations - Added &ldquo;Make a Copy&rdquo; button and improved designs on ...
    Posted to Release Notes (Weblog) by method_Hannah on 04-26-2023
  • Method Updates - April 24th, 2023

    The following updates are now live for users of Method New Features / Updates Proposals - Showing Total Proposal Value and improved calculation. (PL-25446, PL-40760, PL-40761) Regards, Brian
    Posted to Blog (Weblog) by Method_Brian on 04-24-2023
  • Method Updates - April 20th, 2023

    The following updates are now live for users of Method New Features / Updates Bills - Updated filters on Bills List screen. (PL-40014) Regards, Courtney
    Posted to Release Notes (Weblog) by Method_ Courtney on 04-20-2023
  • Method Updates - April 19th, 2023

    The following updates are now live for users of Method New Features / Updates Sync Conflicts- Improved unlink sales order from invoice to unlink&nbsp;all line items. (PL-40017) Email Campaigns - Added the ability to Archive/Unarchive completed campaigns. (PL-40193) Donor Pages - Improved ability to set the default Deposit Account. ...
    Posted to Release Notes (Weblog) by method_Hannah on 04-19-2023
  • Method Updates - April 18th, 2023

    The following updates are now live for users of Method Fixes Editable Grids - Fixed an issue where changes entered in text columns were not always being saved on some tablets. (PL-40432) Validation Rules - Fixed an issue where validation rules applied to decimal fields would not work. (PL-40128) Xero - Fixed an issue with tax rates which ...
    Posted to Release Notes (Weblog) by Method_Nicolas on 04-18-2023
  • Method Updates - April 14th, 2023

    The following updates are now live for users of Method New Features / Updates Work Orders - Added a Make a Copy option in the More Actions button menu. (PL-40222) Fixes Portals&nbsp;- Fixed an issue where clicking on portal screens grid record was linking to dashboard instead of manage screen security. (PL-38446) Proposals -&nbsp;Fixed ...
    Posted to Release Notes (Weblog) by Method_ Courtney on 04-14-2023
  • Method Updates - April 10th, 2023

    The following updates are now live for users of Method Fixes Transactions- Fixed an issue where users could create transactions for inactive customers.&nbsp;(PL-40545) Work Orders - Fixed an issue where a custom view filter was being applied to multiple grids. (PL-40321) Regards, Brian
    Posted to Blog (Weblog) by Method_Brian on 04-10-2023
  • Method Updates - April 6th, 2023

    The following updates are now live for users of Method Fixes App routine system page - Fixed an issue that caused the status pill size to change. (PL-40551) Regards, Courtney
    Posted to Release Notes (Weblog) by Method_ Courtney on 04-06-2023
  • Method Updates - April 5th, 2023

    The following updates are now live for users of Method New Features / Updates Contacts - Changed the default view filter to Shared - Active Customers and Leads. (PL-40173) Contacts - Added a tab to the Contact List screen that shows a list of Companies. (PL-39891) Fixes Regards, Hannah
    Posted to Release Notes (Weblog) by method_Hannah on 04-05-2023
  • Re: Some Questions and Issue in the API

    In addition to what I mentioned above, you could also make another call to grab the rate of the items. You would have to make two separate calls, 1. Call to get the item rate. 2. Call to add the line item with that rate. Then, you can use them on the InvoiceLineItems.&nbsp; Hope this helps!
    Posted to Method:API Q&A (Forum) by Method_Inderdeep on 04-05-2023
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