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Release Notes

June 2013 - Posts

  •  Method CRM Updates - June 20, 2013

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

    • QBD = QuickBooks Desktop

    • QBO = QuickBooks Online

    Estimates

    • Fixed (#4401) - Estimate numbers no longer get cleared/reset when clicking Update on the line item grid (QBD & QBO)


    Cheers,


    Michael

  • Method CRM Updates - June 18, 2013

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

    • QBD = QuickBooks Desktop

    • QBO = QuickBooks Online

    Document Links

    • New (#4413) - added SmartVault ‘Fetch’ support for Estimates and Invoices (QBO)

    Edit Customer

    • New (#4413) - added SmartVault ‘Fetch’ support for Customers. (QBO)


    Cheers,


    Michael

  • Method Platform Updates - June 14, 2013

    "June" version now available

    The following updates are available on the staging site, as of June 14th.  You can access the June version by clicking "Switch to the June Version" when you sign into Method.

    • Improvement: We have added behind-the-scenes support for MailChimp integration. This won't be made available on stock screens until the staging period is over. If you are eager to get started, you can follow the instructions at http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&id=289 where it explains how to customize your screen to expose it (look for NOTE: if your List Builder screen has been customized......)
    • Improvement: Support for SmartVault for QuickBooks Online! SmartVault has released a killer toolbar into QuickBooks Online for document managment. As a valued partner we jumped on early to integrate. To learn more about SmartVault integration with Method, click here.

    Enjoy,

    Paul

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