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July 2023 - Posts

  • Method Updates - July 24th, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Proposals - Improved PDF template description in preferences. (PL-41942)
    • Work Orders - Added logic to create an invoice for when a work order had been previously invoiced but the invoice was deleted. (PL-41951)
    • Activities - Updated preferences experience. (PL-40791)
    • Payments - Updated the preferences experience. (PL-40803)

    Fixes

    • Tables and Fields: Fixed an issue where new field name validation was showing a generic growl error. (PL-38224)

    Regards,

    Brian

  • Method Updates - July 17th, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Estimates - Adding hidden functionality for deposits & approvals. (PL-41824)

      Regards,

      Brian

    • Method Updates - July 14th, 2023

      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 giving an error even when every record in the table wasn't NULL. (PL-39818)
      • Editable Grids - Fixed an issue when clicking the "View selected records" link on a grid based on the EmailsSent table. (PL-38036)
      • Contacts - Fixed character length validation for the Entity field Name which was causing sync conflicts. (PL-41935)
      • Contacts (Mobile) - Fixed an issue where users were unable to add dashes and parentheses to the mobile/phone fields. (PL-41308)
      • Contacts - Fixed an issue where the Shipping info was displayed in the billing info column on the Companies grid. (PL-41124)
      • Items - Fixed an issue where users were unable to add multi-line descriptions for non-inventory items. (PL-41097)
      • Proposals - Fixed an issue with line item sequences changing on proposals while they're in the draft. (PL-41851)

      Regards,

      Harman

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