All Blog Posts
-
|
Add / Edit Work Order - If you leave the "Job Name" blank, it will now be filled in with the first Job Item you choose in the Tasks & Materials grid. This comes from your feedback that most of the time the job name is the item name you are...
|
-
|
Method HQ will be away from the office on Monday, September 5th for Labor Day . Labor Day is one of the rare holidays that both Americans and Canadians celebrate on the same day. So what happens if you run into issues, have questions or just want to bounce...
|
-
|
FireFox 6 compatibility - Method has been tweaked for FireFox 6. Our findings....we are impressed by FireFox 6. It is fast. The FireFox lovers at Method HQ are throwing pies at the Chrome lovers. I'm still a Chrome lover....but I'm not standing...
|
-
|
Matt Raiser from Tech in the Field has been working diligently on a new app called You Rang. As the name might have suggested, this app works with your caller ID enabled modem to detect inbound calls and helps you to quickly locate customer information...
|
-
|
The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Manual The Method Field Services Quick Start Guide has been updated and improved to reflect the changes over the...
|
-
|
The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Time Tracking Method CRM now syncs with QuickBooks Online Time Activities . This means you can now build screens and...
|
-
|
The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Leads Reports Addressed potential issue with “null” values that may have prevented a report from displaying...
|
-
|
The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Opportunity Fix - the Activity Type dropdown list now filters to show only types with IsAppSpecific = No. (QBD &...
|
-
|
The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activities List New - a new linked field has been added to the Activity table called “ActivityTypeIsAppSpecific”...
|
-
|
The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Type New - a field called “App Specific?” has been added to the screen and indicates if the activity...
|
-
|
The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Lead New - Lead Source dropdown located under the ‘Lead Information’ section now provides the option...
|
-
|
Call Web Service Action The number of parameters allowed on the Call Web Service action has been increased from 5 to 10. Long term, we plan to make this unlimited. Due to your feedback that it has been difficult to debug the Call Web Service action, we...
|
-
|
Mobile Invoice When a Customer is selected the Rep field is populated with the Sales Rep that is assigned to the Customer (QuickBooks Desktop) Set default grid filter to Shared Invoices for Today (QuickBooks Desktop and QuickBooks Online) Mobile Estimate...
|
-
|
Customer and Contacts List Updated - ‘Balance’ column to be a fixed width. (QBD & QBO) Portal Cases Fix - activities that are inserted for an existing Case through the portal will now fill in the “Contacts” field in the Cases...
|
-
|
Method Field Services updates Fix - The Field Service Dashboard screen had links to CRM activities, cases and opportunities. These were pointing to the old version of Method CRM, so they were dead links for new users and users who recently upgraded. A...
|
More Posts « Previous page - Next page »
|
|
|