Method Community

 

Release Notes

August 2012 - Posts

  • Method CRM Updates - August 30, 2012

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

    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Activities List


    • New (#3710) - in some cases you might want to filter your activity list by more than one piece of information.  For example, you might want to see all the activities assigned to a specific user with a specific status. Doing this with the old activity list screen was a challenge since the “Assigned To/Type/Status” column only allowed for one filter at a time.



      Now you are able to show additional columns for assigned to, type, status, contact, name and company.  This allows you to filter by these columns using the filter header at the top of the grid. (QBD & QBO)



      So how do you show additional columns?
      1. Click the gear icon in the bottom right corner of the grid.
      2. Select the columns you’d like to appear.
      3. Click Update.  Keep in mind that this will only last as long as you keep this window open.  This means the next time you open this screen, these columns will be hidden again.
    • New - quickly edit a contact or entity by clicking on the contact/entity name when the contact or name field is displayed in the activities grid. (QBD & QBO)


    • New - using any of the new filter views with the word “future” allows you to see activities you have schedule for a future date.  This is a great way to quickly check and see if you have a follow-up activity scheduled for a contact. (QBD & QBO)
    • Improved (#3211) - the existing filter views have been updated to filter out activities that are part of the series. Method users who use recurring activities would have a difficult time locating the series vs. the occurrences.  Now all filter views except for those with the word “series” no longer display the series in the list.  Special thanks for Susan and Lisa for the feedback on this.  I know it took a while but we’ve got it in there now.
    • Improved - the new activity button now uses Method’s button styling vs. an image.  Hover over it and you’ll see....oh....ah..... (QBD & QBO)


    Cheers,

    Danny

  • Method CRM Updates - August 29, 2012

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

    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Contacts Portal - Cases


    • Fixed (#3487) - applied the same fix for formatting of the date like we did on the New Case screen. (QBD & QBO)

    Contacts Portal - Edit Profile


    • New (#3006) - added the website field and icon to the edit contact information section. (QBD & QBO)

    Contacts Portal - Home


    • New (#3006) - added the website field and icon to the edit contact information section. (QBD & QBO)


    Cheers,

    Danny

  • Method CRM Updates - August 28, 2012

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

    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Edit Case


    • Fixed (#3487) - applied the same fix for formatting of the date like we did on the New Case screen. (QBD & QBO)

    Contacts Portal - New Case


    • Fixed (#3487) - applied the same fix for formatting of the date like we did on the New Case screen. (QBD & QBO)


    Cheers,

    Danny

  • Method CRM Updates - August 24 - August 27, 2012

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

    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Home Dashboard


    • Fixed (#3690) - updated the buttons for activities and opportunities to reflect the proper count. (QBD & QBO)

    Contacts List


    • Fixed (#3728) - we recently removed actions for loading the entity name however this needed to be added back because they are used when calling the pop-up from screens that are not based of the entity table. (QBD & QBO)

    Contacts


    • Fixed (#3728) - we applied the same fix from the “Contacts List” to this screen. (QBD & QBO)

    New Case


    • New - from the contact information section you can now edit a lead/customer/vendor/employees information by clicking on the button above the contacts information.  You can also edit just the contacts information on the right side of the section. (QBD & QBO)
    • Fixed (#3723) - updated the “Contact” dropdown list to only display active contacts. (QBD & QBO)
    • Fixed (#3487) - the formatting of the date in the case dialog did not match other areas of Method.  Now we show the date as Month-Day-Year.  For example, Aug-27-2012 4:12PM. (QBD & QBO)



    Cheers,

    Danny

  • Method CRM Updates - August 22 - August 23, 2012

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

    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Sales Receipts


    • New - the screen has now been updated with the Method 2.0 styling, upgraded feature set and support for shared lists. (QBD)
    • Fixed (#3704) - resolved the error message that appeared when attempting to edit the preferences for sales receipts. (QBD)


    Cheers,

    Danny

  • Method CRM Updates - August 21, 2012

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

    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Edit Lead


    • Fixed (#3599) - removed actions related to passing the entity name to the contacts pop-up screen. (QBD & QBO)
    • Fixed (#3652) - removed balance field from tab link and screen. (QBD & QBO)
    • Fixed - when adding a new contact for a lead by clicking “Add Contact”, when the pop-up closed the contacts grid did not refresh automatically.  Now the grid will automatically refresh upon closing. (QBD)


    Cheers,

    Danny

  • Method CRM Updates - August 20, 2012

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

    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Vendor List


    • Fixed (#3599) - removed actions related to auto-filling the entity name on screen load. (QBD & QBO)

    Cheers,

    Danny

  • Method CRM Updates - July 26 - August 19, 2012

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

    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Contacts


    • Fixed (#3599) - removed actions related to auto-filling the entity name on screen load. (QBD & QBO)

    Contacts List


    • Fixed (#3599) - removed actions related to auto-filling the entity name on screen load. (QBD & QBO)

    Edit Customer


    • Fixed (#3599) - removed actions related to passing the entity name to the contacts pop-up screen. (QBD & QBO)

    Cheers,

    Danny

  • Method Platform Updates - August 16, 2012

    "August" version will be available later today

    The following updates are now available on the staging site.  You can access the August version by clicking "Switch to the August version" when you sign into Method.

    • Big Google Mapping update: 
      • We are now using Google Maps API v3.8. Using the latest Google Maps API, we can now use HTTPs connections, making mapping more secure, and also removing security warnings when moving from Method to the Map in Internet Explorer.
      • We have improved the algorithms that are used to calculate routes. The previous limit for optimizing routes was 26 stops. The limit is now 100 stops!
      • Improved interface and button styling. 
      • We now give you icons to grow/shrink the map. Very useful when trying to visualize the route with a lot of stops. 
      • No more need for minimum accuracy settings. 
      • We now have a progress bar for optimizing the map - in case the number of stops makes it take a long time.
    • Multi-tenancy for QuickBooks Online users - franchises and companies that need more than one QuickBooks Online account to sync to the same Method account can now finally take advantage of the multi-tenancy features we had previously made available for QuickBooks Desktop users.
    • New appearance for Method tabs, to have smoother corners and gradient.
    • Added the Google Gadget link under Customize > Integration Tools.
    • Fix: Yes/No comparisons - in the case of Start Conditional Statement and other actions where there two Yes/No fields are compared to see if they are the same, the comparison would be a numeric comparison instead of a Yes/No comparison if the first value being compared was "0" or "1".
    • Fix: Mobile search box - if you were on a mobile phone and searched in a grid header, clicking "Go" in your browser caused a server error, rather than running the search.
    • Fix: The Default Resource setting for the calendar was being ignored in some situations.
    • Fix: Character Function "Get Right" was not showing the previously saved values when re-opening.

    Enjoy,

    Paul