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Release Notes

Method Updates - April 8th, 2024

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)




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