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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 “Make a Copy” button and improved designs on ...
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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
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The following updates are now live for users of Method
New Features / Updates
Bills - Updated filters on Bills List screen. (PL-40014)
Regards,
Courtney
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The following updates are now live for users of Method
New Features / Updates
Sync Conflicts- Improved unlink sales order from invoice to unlink 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. ...
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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 ...
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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 - Fixed an issue where clicking on portal screens grid record was linking to dashboard instead of manage screen security. (PL-38446)
Proposals - Fixed ...
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The following updates are now live for users of Method
Fixes
Transactions- Fixed an issue where users could create transactions for inactive customers. (PL-40545)
Work Orders - Fixed an issue where a custom view filter was being applied to multiple grids. (PL-40321)
Regards,
Brian
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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
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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
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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.
Hope this helps!
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