Method Community

 

Release Notes

September 2012 - Posts

  • Method Platform Updates - September 25th, 2012

    "September" version will be available later today

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

    • Google Calendar sync is here! - Method now syncs nicely with Google Calendar. Your Method appointments can now be viewed, added and modified from anywhere you currently use your Google Calendar, such as your mobile phone, or tablet. To get started, just sign into the September version with using the Google Apps sign in, and we'll take care of the rest. Click here to learn more.
    • Google Maps - support drawing polygons again - something that was left out of August's migration to Google Maps V3.
    • Fix: Google Maps - direction headers show the addressed type by the user, instead of Google's interpretation of the address.
    • Recurring Dates - the Insert Date date picker doesn't lose the last date inserted.
    • Portals - now support mobile screens. However, functionality is limited as this is not an intended implementation.
    • Time Zone improvement - when users sign into portals and their time zone is not recognized, they are now given the option to select their time zone instead of being shut out.
    • Security improvement - if a Go To Tab link action is used on a screen, it will no longer give users access to tab links they are not normally able to see.
    • Recurring Dates - inserting and deleting recurring dates now hit the audit trail from the recurring dates object.
    • Roles - much improved tree-view interface to help you figure out how users are affected by a change in roles.

    Enjoy,

    Paul

  • Method CRM Updates - September 21 - September 22, 2012

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

    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Edit Customer


    • Fixed (#3788) - same as the fix we applied for the New Customer screen. (QBO)

    Edit Lead


    • Fixed (#3788) - same as the fix we applied for the New Customer screen. (QBO)


    Cheers,

    Danny

  • Method CRM Updates - September 12 - September 20, 2012

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

    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    New Customer


    • Fixed (#3788) - the “Terms” dropdown list now displays only active terms. (QBO)

    New Lead


    • Fixed (#3788) - same as the fix we applied for the New Customer screen. (QBO)

    Existing Documents Link List


    • Improved (#3774) - if something goes wrong when fetching documents from SmartVault, we now provide a message detailing what the response is from SmartVault. (QBD)


    Cheers,

    Danny

  • Method CRM Updates - September 11, 2012

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

    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Edit Customer


    • Improved (#3726) - if something goes wrong when fetching documents from SmartVault, we now provide a message detailing what the response is from SmartVault. (QBD)


    Cheers,

    Danny

  • Method CRM Updates - August 31 - September 10, 2012

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

    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Edit Lead


    • Fixed (#3742) - spelling mistake when converting a lead into a customer.  Oops! (QBD & QBO)


    Cheers,

    Danny
    Big Smile