The following updates are now live for users of Method
New Features / Updates
- Opportunities - Added the ability to convert an opportunity to a work order. (PL-41808)
- Work Orders - Added a dropdown to allow users to select a related Opportunity. (PL-41807)
- Opportunities - Redesign the New/Edit Opportunity screen to be more user-friendly. (PL-41533)
- Opportunities - Added Work Orders to the App Ribbon. (PL-40936)
- Cases - Added a dropdown to allow users to select a related Opportunity. (PL-40935)
- Opportunities - Added automation to mark Opportunities as closed after converting to a transaction. (PL-40568)
Fixes
- Export Tool - Fixed an issue where leading spaces in the criteria builder were being considered as part of the string. (PL-42767)
Regards,
Harman