Release Notes : ProService_Activities

Method Pro Services Updates - September 22, 2011

Method_Valbon — Thu, 22 Sep 2011 15:05:00 GMT

Budget / Contracts

Fix - budgeted amount is auto calculated when adding new line items on budget / contract when clicking Save & Close or Save & New.
New - customer name is a click-able link pointing back to the customer list screen.
Fix - pop up message adjusted when deleting budget / contracts.
New - removed unnecessary refresh buttons as this is built into grids.

Converting Budget / Contact to Invoices

Fix - adjusted the logic used to calculate retainers so it does not include amount on sales orders for available retainer.
Fix - changes made to calculate retainer to two decimals only.

Activities

Fix - updated actions on ‘Complete & Enter Time as Scheduled’ to call actions Save function rather than Save & Close.
Update - on screen load & on pop up close actions to better work with time tracking.

Time Tracking

Update - all buttons that save to better work with activities.

Invoices

New - cosmetic changes to the screen for retainer.
New - removed unnecessary refresh buttons as this is built into grids.

Expenses

Fix - adjusted actions on ‘Submit Selected...’ button to loop through item lines only and not include expense lines.
New - removed unnecessary refresh buttons as this is built into grids.

Thanks,

Val