Method Community

 

Release Notes

March 2012 - Posts

  • Method Platform Updates - March 31, 2012

    Updated Import / Export Tool

    The following updates are now available for the Method Import / Export tool:

    • Common tables - When choosing to import or export tables, only "Common tables" are shown initially.  To show the rest of the tables, simply unclick Show only common tables?.
    • Customer and Vendor tables - The Customer and Vendor tables now only export non-leads.
    • New Customer Lead and Vendor Lead virtual tables have been added to the list.  These tables only export leads.  If you import into these tables, and do not have an IsLeadStatusOnly column in your import file, they will automatically be imported as leads.
    • New Customer and Customer Lead and Vendor and Vendor Lead virtual tables have been added.  These tables export both leads and non-leads.
    • Button styling has been updated to match the latest styling inside Method.
    • A new Method CRM Help Center article has been written, click here to view it.
    Enjoy,
    Paul

     

  • Method CRM Updates - March 30, 2012

    The following indicates which accounting application(s) the release note(s) apply to.

    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Contacts

    • Fixed (#3349) - when the screen initially loaded for a new contact, the “Email notification” checkbox was not appearing.  This has now been fixed to appear when the screen loads.  (QBD & QBO)

    Contacts List

    • Fixed (#3349) - when the screen initially loaded for a new contact, the “Email notification” checkbox was not appearing.  This has now been fixed to appear when the screen loads.  (QBD & QBO)


    Cheers,

    Danny Wink

     

     

  • Method CRM Updates - March 29, 2012

    The following indicates which accounting application(s) the release note(s) apply to.

    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Sales Order

    • Fixed (#3323) - when loading a lead or customer from the grid on the left, if a different lead/customer was selected from the current transaction, their information was loaded onto the screen.  (QBD & QBO)


    Thanks,

    Danny Smile

     

     

  • Method CRM Updates - March 28, 2012

    The following indicates which accounting application(s) the release note(s) apply to.

    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Invoice

    • Fixed (#3323) - when loading a lead or customer from the grid on the left, if a different lead/customer was selected from the current transaction, their information was loaded onto the screen.  (QBD & QBO)


    Cheers,

    Danny Cool 

  • Method CRM Updates - March 17 - March 27, 2012

    The following indicates which accounting application(s) the release note(s) apply to.

    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Estimate

    • Fixed (#3323) - when loading a lead or customer from the grid on the left, if a different lead/customer was selected from the current transaction, their information was loaded onto the screen.  (QBD & QBO)

    Cheers,

    Danny

  • Method CRM Updates - March 15 - March 16, 2012

    The following indicates which accounting application(s) the release note(s) apply to.

    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Contacts List

    • New - new screen that allows for adding and editing of contacts for an entity.  (QBD & QBO)

    Contacts

    • Improved - before we attempt to save a contact, we now verify that the contact has a full name assigned.  This prevents contacts being created that are not assigned to an entity.  (QBD & QBO)
    • Fixed - now the “Email Confirmation” checkbox only appears when the entity is a customer. (QBD & QBO)  

    Vendors List

    • New  - similar to the customer and lead screens, we’ve now added the ability for vendors to add an unlimited amount of contacts.  This was already available for QuickBooks Desktop but not QuickBooks Online.  (QBO)
    • Improved - under the “Activities” tab section, when you click on “New Activity” you are taken to the Method 2.0 style activity screen vs. the older style activity screen. (QBD & QBO)
    • Improved - under the “Activities” tab section, when you click on “Go To” in the activities grid you are taken to the Method 2.0 style activity screen vs. the older style activity screen. (QBD & QBO)
    • Fixed (#2920) - when clicking on the Add/Edit Contacts button you are now taken to the new ContactsList screen.  This allows you to add/edit contacts vs. only adding contacts.  (QBD)

    Cheers,

    Danny

     

     

  • Method CRM Updates - February 28 - March 14, 2012

    The following indicates which accounting application(s) the release note(s) apply to.

    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    New Document

    • Fixed (#3279) - when clicking the upload window closed, if no document was uploaded the “Name” field would show a “-1”.  This was caused by no document being uploaded.  Now we verify that a document has been uploaded first before attempting to fill in the “Name” field.  (QBD & QBO)

    Cheers,

    Danny