The following updates are now live for users of Method
Enhancements
- Proposals - Clicking Add New in the Customer or Contact dropdown now opens a quick-add modal screen. (PL-60444)
- Work Orders - Clicking Add New in the Customer dropdown now opens a quick-add modal screen. (PL-60442)
- Payments - Clicking Add New in the Customer dropdown now opens a quick-add modal screen. (PL-60438)
- Sales Orders - Clicking Add New in the Customer dropdown now opens a quick-add modal screen. (PL-60433)
- Invoices - Clicking Add New in the Customer dropdown now opens a quick-add modal screen. (PL-60432)
- Home - Improved insight calculations to track relevant records from the last 30 days. (PL-60808)
- Home - Added new insights cards for Low-health customers and Revenue distribution %. (PL-60169)
- Home - Improved grid filter accuracy when navigating through the insights blocks. (PL-60809)
Fixes
- Outlook Gadget - Fixed an issue where gadget was throwing server error after login when accessed via Safari and Firefox. (PL-60502)
- Donations - Fixed an issue where the processing fee was added twice. (PL-61283)
Regards,
Courtney