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Release Notes

Method Updates - Jan 19th, 2024

The following updates are now live for users of Method

New Features / Updates

  • Opportunities - Improvements to the add/edit items experience on mobile devices. (PL-43160)
  • Update app routine schedule to run on Cron Expression . (PL-44697)

Fixes

  • Opportunities - Fixed an issue where line items were not carrying over when converting to an estimate. (PL-44721)
  • Opportunities - Fixed an issue where amounts fields were not auto-populating when converting to an estimate . (PL-44158)
  • Opportunities - Fixed an issue where work order line items were missing when converting from an opportunity. (PL-43895)
  • Opportunities - Fixed an issue where price levels for line items were not considered on QBDT. (PL-43149)
  • Xero: Fixed an issue where Conflicts were getting multiplied instead of updating the existing one for the disconnected status. (PL-44731)
  • Cases Preferences XERO | "Portal" tab only shows when you click on "activities" tab. (PL-44687)
  • New Case | Creating Follow Up Activity + Save Can Create Duplicate Follow Up Activities. (PL-43587)
  • Opportunity Reorder Feature - Missing Email Templates. (PL-42843)
  • Email Campaigns - Added error messaging for usage limits. (PL-42340)
  • Send Email - Added error messaging for usage limits. (PL-42337)
  • Work Orders - Fixed issue where Grouped Items were being duplicated when converting to an invoice . (PL-41555)
  • Donations - Fixed issue where the Donation Receipt Email was filtered out of preferences. (PL-44655)
  • Charts - Fixed an issue with chart alignment when chart has no data. (PL-44720)

Regards,

Harman

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