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Release Notes

Method Updates - March 13th, 2024

The following updates are now live for users of Method

New Features / Updates

  • Cases Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45567)
  • Donation Preferences - Filtered out inapplicable options from the email template dropdowns, and updated the print template dropdowns to only show options based off the SalesReceipt table. (PL-45566)
  • Purchase Order Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45563)
  • Sales Order Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45562)
  • Payment Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45560)
  • Invoice Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45559)
  • Opportunities Preferences - Filtered out inapplicable options from the email template dropdowns, and moved some preferences under a new "Advanced Settings" section. (PL-45558)
  • Activity Preferences - Filtered out inapplicable options from the email template dropdowns. (PL-45557)
  • Estimate Preferences - Filtered out inapplicable options from the email template dropdowns, and moved some preferences under a new "Advanced Settings" section. (PL-45554)

Fixes

  • Proposals - Fixed an issue where Category item types were available to select as proposal service items which caused sync conflicts. (PL-45590)
  • Proposals -  Removed inaccurate time from the transaction date field on the email templates. (PL-45477)

Regards,

Nicolas

Nicolas

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