Method Community

The following updates are now live for users of Method New Features / Updates Estimates - Adding hidden functionality for deposits & approvals. (PL-41824) Regards, Brian

The following updates are now live for users of Method New Features / Updates Sales Receipts - Updated advanced filter on the grid to be consistent with other transactions. (PL-41030) Dashboard - New list to keep track of active proposals. (PL-40625) Fixes Tables & Fields - Fixed an issue where making a field required ...

The following updates are now live for users of Method. New Features / Updates Sales Receipts - Updated advanced filter on the grid to be consistent with other transactions. (PL-41030) Screenlet -New screenlet to keep track of active proposals. (PL-40625) Fixes Tables & Fields - Fixed an issue where making a field required was ...

The following updates are now live for users of Method Fixes Actions - Fixed an issue where some Conditional Statement actions generated an error relating to comparing strings as date/time. (PL-38575) Editable Grids - Fixed an issue where the export functionality was not working. (PL-41283) Regards, Courtney

The following updates are now live for users of Method New Features / Updates New features allowing users and customers to update the auto-payment method on a proposal through the customer portal and proposals app. (PL-39323) Regards, Hannah

The following updates are now live for users of Method New Features / Updates Fixes Fixed - Processed Payments from the portal are not recorded in Method. (PL-41815) Regards, Harman

The following updates are now live for users of Method Fixes Push Notification - Fixed an issue where multi-tenant accounts were unable to send notifications to some users. (PL-41767) Work Orders - Fixed an error when routing contacts with the same address. (PL-40989) Regards, Harman

The following updates are now live for users of Method Fixes Gmail Sidebar - Fixed an issue where merge fields not showing value for follow-up activities emails. (PL-40484) Regards, Courtney

The following updates are now live for users of Method Fixes Work Orders - Fixed an error when routing contacts with the same address. (PL-40989) Regards, Hannah

The following updates are now live for users of Method New Features / Updates Email Campaigns - Updated the Preferences experience. (PL-40798) Fixes Sync Conflicts -"Unlink Purchase Order" button not working for LinkToTxn Bills sync conflicts. (PL-41673) Time Tracking - Fixed an issue where an error was being caused by large ...