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Release Notes

September 2011 - Posts

  • Method CRM Updates - September 23 - September 24, 2011

    The following indicates which accounting application(s) the release note(s) apply to.
    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Edit Lead

    • Improved - optimized when pop-up screens are opened for Contacts, Activities, Opportunities and Cases so that grids only refresh when they need to.
    • Improved - the “Convert” button has been relabeled to “Convert to Customer”.  This is more descriptive especially with new users.
    • Fix - when clicking the “Add Contact” button and closing the pop-up window, the contacts grid was not refreshing automatically.  

    Edit Customer

    • Improved - optimized when pop-up screens are opened for Contacts, Activities, Opportunities and Cases so that grids only refresh when they need to.
    • Fix - when clicking the “Add Contact” button and closing the pop-up window, the contacts grid was not refreshing automatically.  


    Cheers,

    Danny

     

  • Method CRM Updates - September 21 - September 22, 2011

    The following indicates which accounting application(s) the release note(s) apply to.
    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Leads and Contacts List

    • Fix - small issue with displaying Rep / Type / Title for null values.  (QBD)
    • Fix - small issue with displaying Assigned / Type / Title for null values.  (QBD)

    Customers and Contacts List

    • Fix - small issue with displaying Rep / Type / Title for null values.  (QBD)
    • Fix - small issue with displaying Assigned / Type / Title for null values.  (QBD)

    Classes List

    • New - updated this screen with the Method 2.0 look and feel. (QBD & QBO)

    Contacts

    • New - when the pop-up loads the cursor is now automatically taken to the First Name field. (QBD & QBO)
    • Fix - before clicking the “New Activity” button, we now confirm that a Name is entered for the contact. (QBD & QBO)
    • Fix - now all sections are saved before launching the “New Activity” button is clicked. (QBD & QBO)


    Cheers,

    Danny

     

  • Method Pro Services Updates - September 22, 2011

     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

  • Method CRM Updates - September 19 - September 20, 2011

    The following indicates which accounting application(s) the release note(s) apply to.
    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Leads and Contacts List

    • New - the “Type” column now displays the Sales Rep, Type and Title.  In the case of QBO, it displays the Assigned To instead. (QBD & QBO)
    • New - the “Lead Name” column now displays the Contact Name, Lead Name and Company Name.  (QBD & QBO)
    • New - the contact details column now displays Phone, Email and Mobile. (QBD & QBO)
    • New - the “Alt Phone” is now a hidden column that can be displayed using the gear in the bottom right corner of the grid.  This temporarily displays the column in the grid.  (QBD)
    • New - the “Other” field is now a hidden column that can be displayed using the gear in the bottom right corner of the grid.  This temporarily displays the column in the grid.  (QBO)
    • New - added a new filter view called “Shared Active Lead Contacts with no Sales Rep” which shows any leads that don’t have a Sales Rep assigned but are active. (QBD)
      Sales Rep on grid 
    • New - added a new filter view called “Shared Active Lead Contacts with no Assigned To” which shows any leads that don’t have a Assigned To user but are active. (QBO)

    Customer and Contacts List

    • New - the “Type” column now displays the Sales Rep, Type and Title.  In the case of QBO, it displays the Assigned To instead. (QBD & QBO)
      New columns for grids 
    • New - the “Customer Name” column now displays the Contact Name, Customer Name and Company Name.  (QBD & QBO)
    • New - the contact details column now displays Phone, Email and Mobile. (QBD & QBO)
    • New - the “Alt Phone” field is now a hidden column that can be displayed using the gear in the bottom right corner of the grid.  This temporarily displays the column in the grid.  (QBD)
    • New - the “Other” field is now a hidden column that can be displayed using the gear in the bottom right corner of the grid.  This temporarily displays the column in the grid.  (QBO)
    • New - added a new filter view called “Shared Active Customer Contacts with no Sales Rep” which shows any customers that don’t have a Sales Rep assigned but are active. (QBD)
    • New - added a new filter view called “Shared Active Customer Contacts with no Assigned To” which shows any customers that don’t have a Assigned To user but are active. (QBO)


    Cheers,

    Danny

     

  • Method CRM Updates - September 16 - September 18, 2011

    The following indicates which accounting application(s) the release note(s) apply to.
    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Activity Status (QBD & QBO)

    • New - Activity Status Type field providing 3 options including pending, completed or cancelled.  Any new records will be defaulted to “pending”.
    • New - added verification of required fields.
    • New - the “Existing Activity Statuses” grid now displays 3 new columns including Activity Status Type, Cause Reminder and Status Color.
    • New - the “Existing Activity Statuses” grid now has 4 filter views added to easily filter by the status type.

    New Activity Status (QBD & QBO)

    • New - Activity Status Type field providing 3 options including pending, completed or cancelled.  Any new records will be defaulted to “pending”.
    • New - added verification of required fields.

    Leads and Contacts List (QBD & QBO)

    • Fix - changed the “Customer Name” column to be “Lead Name” column.
    • New - renamed the “Contact Details” column to “Contact Name / Phone / Email”.
    • New - 2 new columns added for “Last Activity” and “Next Activity”.  This is part of a new feature we’ve built into Method which is discussed here.  
    • New - 6 new filter views have been added.
      • My Active Lead Contacts with with no Last Activity
      • My Active Lead Contacts with with no Next Activity
      • My Active Lead Contacts with no Activities
      • Shared Active Lead Contacts with no Last Activity
      • Shared Active Lead Contacts with no Next Activity
      • Shared Active Lead Contacts with no Activities

    Customers and Contacts List (QBD & QBO)

    • New - renamed the “Contact Details” column to “Contact Name / Phone / Email”.
    • New - 2 new columns added for “Last Activity” and “Next Activity”.  This is part of a new feature we’ve built into Method which is discussed here.  
    • New - 6 new filter views have been added.
      • My Active Customer Contacts with no Last Activity
      • My Active Customer Contacts with no Next Activity
      • My Active Customer Contacts with no Activities
      • Shared Active Customer Contacts with no Last Activity
      • Shared Active Customer Contacts with no Next Activity
      • Shared Active Customer Contacts with no Activities

    Opportunities List (QBD & QBO)

    • New - renamed the “Contact Details” column to “Contact Name / Phone / Email”.
    • New - 2 new columns added for “Last Activity” and “Next Activity”.  This is part of a new feature we’ve built into Method which is discussed here.
    • New - removed the “Description” column to make room for the two columns mentioned above.
    • New - 6 new filter views have been added.
      • My Opportunities in pipeline with no Last Activity
      • My Opportunities in pipeline with no Next Activity
      • My Opportunities in pipeline with no Activities
      • Shared Opportunities in pipeline with no Last Activity
      • Shared Opportunities in pipeline with no Next Activity
      • Shared Opportunities in pipeline with no Activities

    Cases List (QBD & QBO)

    • New - renamed the “Contact Details” column to “Contact Name / Phone / Email”.
    • New - 2 new columns added for “Last Activity” and “Next Activity”.  This is part of a new feature we’ve built into Method which is discussed here.
    • New - 6 new filter views have been added.
      • My Active Cases with no Last Activity
      • My Active Cases with no Next Activity
      • My Active Cases with no Activities
      • Shared Active Cases with no Last Activity
      • Shared Active Cases with no Next Activity
      • Shared Active Cases with no Activities


    Cheers,

    Danny

     

  • Method CRM Updates - September 7 - September 15, 2011

    The following indicates which accounting application(s) the release note(s) apply to.
    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Estimate

    • New - Applied safety guard on Print Preview button so that only 1 record will ever show. (QBD)
    • Fix - When selecting a customer from the Customer:Job dropdown list, the “Wait for Sync Approval” would stay checked even though a Customer was selected instead of a Lead. (QBD & QBO)
    • Fix - Removed the “Go Back” option at the bottom of the screen. (QBD & QBO)

    Invoice

    • New - Applied safety guard on Print Preview button so that only 1 record will ever show. (QBD)
    • Fix - When selecting a customer from the Customer dropdown list, the “Wait for Sync Approval” would stay checked even though a Customer was selected instead of a Lead. (QBD & QBO)
    • Fix - Removed the “Go Back” option at the bottom of the screen. (QBD & QBO)

    Receive Payment

    • Fix - When selecting a customer from the Received From dropdown list, the “Wait for Sync Approval” would stay checked even though a Customer was selected instead of a Lead. (QBD & QBO)
    • Fix - Removed the “Go Back” option at the bottom of the screen. (QBD & QBO)

    Sales Order

    • New - Applied safety guard on Print Preview button so that only 1 record will ever show. (QBD)
    • Fix - When selecting a customer from the Customer:Job dropdown list, the “Wait for Sync Approval” would stay checked even though a Customer was selected instead of a Lead. (QBD)
    • Fix - Removed the “Go Back” option at the bottom of the screen. (QBD)

    Edit Customer

    • New - Lead Source dropdown list now has new/edit options by clicking the ( … ) and the < Add New > option. (QBD & QBO)
    • Fix - the “Go To” linked in the Transactions tab section now navigate in one direction to the transaction screen.  The “Go Back” on the transaction felt confusing since a transaction didn’t always have a location to go back to. (QBD & QBO)
    • Fix - the “New Transaction” button located in the Transactions tab section has also been updated to properly navigate to the transaction. (QBD & QBO)

    Edit Lead

    • New - Lead Source dropdown list now has new/edit options by clicking the ( … ) and the < Add New > option. (QBD & QBO)
    • Fix - the “Go To” linked in the Transactions tab section now navigate in one direction to the transaction screen.  The “Go Back” on the transaction felt confusing since a transaction didn’t always have a location to go back to. (QBD & QBO)
    • Fix - the “New Transaction” button located in the Transactions tab section has also been updated to properly navigate to the transaction. (QBD & QBO)

    Contacts Portal Receive Payment

    • Fix - the “Payment Type” dropdown list was showing all payment types. Now only active payment types show. (QBD)


    Enjoy!

    Danny

     

  • Method Platform Updates - September 7, 2011

    My Profile

    • A new feature has been added to all editions of Method CRM called "My Profile". It allows end-users to change their password, security question, email signature, email address, and notification settings. Previously, the administrator would have to set these.
    • This can be accessed by clicking on their User Name in the top-right corner, and selecting "My Profile".
    Enjoy!
    Paul

     

  • Method CRM Updates - August 30 - September 6, 2011

    The following indicates which accounting application(s) the release note(s) apply to.
    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Time Tracking

    • New - the Name dropdown list now displays the currency in the third column. (QBD)
      Currency now appears in the third column 
    • New - the Customer:Job dropdown list now displays the currency in the third column. (QBD)
    • New - when selecting a time tracking entry, you will now be automatically taken to the Date field. (QBD & QBO)
    • New - when the screen initially opens, you will now be taken to the Date field automatically. (QBD & QBO)
    • New - when selecting a customer in the Customer:Job dropdown list, we’ve now added an additional check to prevent time entries turning leads into customers prematurely.  (QBD & QBO)
      • If the customer is a lead, the “Wait for Sync Approval?” will be checked.
      • If the customer is not a lead, the “Wait for Sync Approval?” will be unchecked.
    • New - added additional verification for required fields including Date, Name and Duration. (QBD & QBO)
    • New - Class dropdown list now has the ability to add new or edit classes by clicking the ( … ) next to the dropdown list. (QBD)
    • New - existing filter views now support Shared Lists.  (QBD & QBO)
    • New - the following filter views have been added to the Existing Time Tracking Entries grid.  (QBD & QBO)
      New filters for Existing Time Tracking Entries
      • My Billable Time Tracking - displaying all time tracking with a “Billable” status for the logged in user.
      • My Non-Billable Time Tracking - displaying all time tracking with a “NotBillable” status for the logged in user.
      • My Non-Posted Time Tracking - displaying all time tracking not posted to QuickBooks for the logged in user.
      • My Time Tracking from Today - I think this one is pretty self explanatory. :)
      • My Time Tracking that Has Been Billed - displaying all time tracking with a “HasBeenBilled” status for the logged in user.
      • My Time Tracking Waiting for Sync Approval - displaying all time tracking with “Wait for Sync Approval” checked for the logged in user.
      • Shared Billable Time Tracking - displaying all time tracking with a “Billable” status for the logged in users shared lists.
      • Shared Non-Billable Time Tracking - displaying all time tracking with a “NotBillable” status for the logged in users shared lists.
      • Shared Non-Posted Time Tracking - displaying all time tracking not posted to QuickBooks for the logged in users shared lists.
      • Shared Time Tracking from Today - I think this one is pretty self explanatory. :)
      • Shared Time Tracking that Has Been Billed - displaying all time tracking with a “HasBeenBilled” status for the logged in users shared lists.
      • Shared Time Tracking Waiting for Sync Approval - displaying all time tracking with “Wait for Sync Approval” checked for the logged in users shared lists.
    • Fix - when clicking on the Name link in the Existing Time Entries grid, the tab links were not loading correctly.  Now when this is clicked, the Edit Vendor or Edit Employee screen will appear.  (QBD & QBO)
    • Fix - when clicking on the Customer:Job in the Existing Time Entries grid the Edit Customer or Edit Lead screen will load depending on the entity type.  (QBD & QBO)


    Cheers,

    Danny

     

  • Method Platform Updates - September 4, 2011

    The following indicates which accounting application(s) the release note(s) apply to.
    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Classes (QBO)

    • Method CRM now syncs with QuickBooks Online Classes, which was only released by Intuit to developers on Friday last week. (QBO)
    • Class tracking is still very primative, and we only have access to integrate it with Time Tracking. We are hopeful that class tracking is available for all other QuickBooks transactions by the end of September. (QBO)

    Time Tracking (QBO)

    • As noted above, Time Tracking now supports integration with QuickBooks Online classes. (QBO)
    • Time Tracking now supports integration with the Service Item, which only got released to developers on Friday last week. (QBO)
    Note: if you are using QuickBooks Desktop (Pro, Premier, Enterprise) these updates do not pertain to you, since class and service item integration have always been available.
    - Paul

     

  • Method Scheduling & Invoicing Updates - September 2, 2011

    Beta testers of the Method Scheduling & Invoicing for QuickBooks Online app will be happy to see the following updates:

    • User Guide - the user guide is now available here.
    • Add / Edit Work Order - has been updated to include QuickBooks Online specific fields such as Break and Hourly Rate.  Note, you don't see Hourly Rate, it is entered for you based on the rate of the job item in the Tasks & Materials grid. 
    • Add / Edit Work Order - if you leave the "Job Name" blank, it will now be filled in with the first job item you choose in the Tasks & Materials grid.  This comes from your feedback that most of the time the job name is the item name you are charging for.
    • Add / Edit Work Order - in the Time In / Time Out tab, the "Job Item ID" has been replaced with "Job Item".  Now all you have to do is pick the Job Item name from the list that you want to record times for, instead of the ID number.
    • General release! We have released the new Scheduling & Invoicing app, free of charge, to users of Method CRM for QuickBooks Online.  We'll be doing a separate blog entry today to announce it.


  • Method Field Services Update - September 2, 2011

    • Add / Edit Work Order - If you leave the "Job Name" blank, it will now be filled in with the first Job Item you choose in the Tasks & Materials grid.  This comes from your feedback that most of the time the job name is the item name you are charging for.
    • Add / Edit Work Order - In the Time In / Time Out tab, the "Job Item ID" has been replaced with "Job Item".  Now all you have to do is pick the Job Item from the list that you want to record times for, instead of the ID number.
    • Fix: The Payroll Item field is no longer required for Start Timer and Stop Timer on the mobile work order screen.

     

  • Method Platform Updates - September 2, 2011

    • FireFox 6 compatibility - Method has been tweaked for FireFox 6.  Our findings....we are impressed by FireFox 6.  It is fast.  The FireFox lovers at Method HQ are throwing pies at the Chrome lovers.  I'm still a Chrome lover....but I'm not standing so tall right now after testing FireFox 6.
    • Calendar upgrade - We had to bite the bullet and take on a big project of completely restructuring the backend code of the calendar.  There were 100 things we would have rather worked on, but this became an infrastructure necessity, and turned into a 3 month fulltime project for Method_Victor.  What it means to us is that considerably fewer server resources are consumed whenever a calendar is used.  What it means to you is that screens with calendars on them will load faster, and overall the performance for everyone during peak times will generally see an improvement.  Now that this is done, Victor's going to be happy to work on something new!
    • Audit trail - the audit trail is now limiting the results it displays and exports to excel to 10,000 records.  This makes the Audit trail much more usable, performance-wise.  In addition, this resolves an issue where the export to Excel was breaking for users who had larger lists than the max row count supported by Excel.
    • Fix: Lose focus actions on new unsaved grid rows were not firing.
    • Fix: The enable/disable object actions were not enabling timer objects that had previously been disabled.
    • Fix: Reminder alert emails were defaulting to the tab links of the previous version of CRM, rather than CRM 2.0.
    • Fix: Go to Tab Link was not highlighting a tab if the tab had a "&" symbol in the name.

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