Method Community

 

Release Notes

October 2012 - Posts

  • Method Google Gadget Updates - October 29, 2012

    Contact Info Tab


    • New (#3884) - you can now see the sales rep initials(QuickBooks Desktop)/assigned to username(QuickBooks Online) and sales reps name for the contact.


    Cheers,

    Danny

  • Method Platform Updates - October 28, 2012

    "October" version now available

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

    • Recent history - this may be one of the biggest features you never knew you needed! Method now keeps track of recent records you created, edited or viewed, and lets you quickly access them from the top-right corner of the screen. It's like an advanced "back" button. Click here to learn more.
    • New look for tab groups - tab groups now have the same look and feel as My Profile in the top-right corner, making the design more consistent and slicker.
    • Hover in menus more convenient - the menus in the top-right (My Profile, Tab Groups and Recent) are faster and easier to use now that they are activated on mouse over and mouse out, instead of mouse clicks.
    • Show/Hide columns per view filter - you can now force hidden grid columns to automatically show based on the view filter chosen. You can set this by clicking Advanced next to the grid column under the grid wizard.
    • Get node value from XML - has been added to the Character Function action to help parse values returned from XML, such as when developers are integrating with a third party API. Click here to learn more.
    • QB Online - 'Client is Taxable'- Invoice, Estimate and SalesReceipt screens now support the 'Client is Taxable' feature from QBO.
    • Load Web Page - added "Replace Current Screen" to "Load Web Page" action.
    • Suppress warning when no rows are checked - an advanced option has been added to start loop through grid so that if no checkboxes are selected, the standard warning does not appear.
    • Ability to clear checkboxes - the refresh grid and clear screen for new entry actions now have the option to clear the checkbox column in the grid.
    • New action: Get Field/Object ID - this will be used by advanced users who want to overwrite Method's UI with their own, but be able to write javascript that calls actions from buttons on the screen.
    • Fix: html editor was overlooking the number of lines set.
    • Fix: Go To Tablink wasn't respecting close popup when going to a different tab.

    Enjoy,

    Paul

  • Method CRM Updates - October 17 - October 20, 2012

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

    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Mobile Activity


    • Improved - email template list now also filters out “hidden” email templates. (QBD & QBO)
    • Fixed (#3863) - relabeled the email checkbox to say “Send an email”. The old label was causing confusion.(QBD & QBO)


    Cheers,

    Danny

  • Method CRM Updates - September 23 - October 16, 2012

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

    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Documents list


    • New - in the top right corner of the screen, you can now launch the documents help center articles. (QBD & QBO)
    • New - we’ve place button navigation on the top and bottom of the screen. We are starting to phase this into all of the stock CRM screens over the coming weeks. (QBD & QBO)
    • Improved - you can now launch the “edit” document screen by clicking on the document number or document name.  Previously this option was only available on the “Go to” link. (QBD & QBO)
    • Fixed (#3849) - changed the default filter view to “Shared”. (QBD & QBO)


    Cheers,

    Danny