The following updates are now live for users of Method
New Features / Updates
- Proposals - Added back-up recipients for emails and activities if the Assigned To or Customer Contact become inactive. (PL-45992)
- Proposals - Added a save button for new functionality. (PL-44786)
- Proposals - Excluded the 'Completed' status from proposals in 'Sent' status. (PL-44707)
- Proposal - Added the ability to edit the Assigned To and Customer Contact on existing proposals. (PL-44695)
- Proposals - Added a 'Make a Copy' button to the View Proposal screen. (PL-42723)
- Reports - Updates to some of the stock app Reports screens to leverage the new chart drill-down functionality. (Estimates, Sales Receipts, Purchase Orders). (PL-45648)
Regards,
Arshi