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

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

Field Service / Scheduling and Invoicing-  Create invoices

• Fixed (#4706) - Addressed issue where terms and due date where not being populated correctly. (QBD,QBO)

Field Service / Scheduling and Invoicing - Calendar

• Fixed (#4606) - Addressed issue with mapping, not mapping in correct order. (QBD,QBO)

Cheers,

Michael

method:v2 latest alpha publish

The following list is what has changed for the alpha-version of method:V2. This includes code checked in between November 8th and November 13th.

The last published version was Sunday November 14th, 2013, at 5:55 PM Eastern.

• Fix - show the selected row color of a grid.
• Fix - cleaned up the text for entries into the audit trail.
• Fix - EntityType and ItemType are now being set properly on inserting into Customer,Vendor,Employee,OtherName,ItemService,etc. tables.
• Fix - Inserting into non-accounting tables, now automatically inserts LastModifiedDate,LastModifiedBy,CreatedDate,CreatedBy - in the same way that method:v1 does.
• Fix - Save All wasn't always automatically setting the new Active Record ID on the screen.
• Fix - Action editor did not always recall the field list on editing an action insert a Loop Through table.
• Fix - security improvement. Only users who are Customizers or Administrators have access to Manage Apps.
• Fix - resolved Login process for multi-tenant accounts.
• Fix - Math Function widget was failing to store in Action Result.
• Fix - dashboard now shows the proper last accessed time.

It is also worth noting are there are items that received considerable attention that are work-in-process but not ready to be included:

• App Publishing.
• Generate Report.
• Grid, Dropdown view filters.
• App Ribbons.

Enjoy,

Paul

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

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

New Activity

• Fixed (#4660) - Addressed issue where default activity status is not loading. (QBO)

Invoice

• Fixed (#4644) - Removed depreciated filter views. (QBD)

Cheers,

Michael

method:v2 latest alpha publish

The following list is what has changed for the alpha-version of method:V2. This includes code checked in between Oct 18th and November 1st.

The last published version was November 1st, 2013, at 6:00 PM Eastern.

• Fix - Only bound images show CanBeEdited property.
• Fix - Uploading images on picture and attachment objects not working on phone view.
• Fix - Added hand cursor to radio button and checkbox object.
• Feature - Text object now supports an icon.
• Fix - Date picker object rendering on IE9 and FireFox.
• Fix - Delete Record From Table within Conditional Statement and Loop Through Table.
• Fix - Controls can have names that are just numbers.
• Fix - Controls can have names that start with numbers.
• Performance Improvement - Pictures that have files that already exist on our server are reused.
• Fix - Picture object wasn't displaying on screen when the picture object was a fields.
• Fix - User Permissions can be set on Manage Apps, even if they aren't users on V2 yet.
• Fix - "Grid" appears twice in the list for Go To Screen.
• Fix - Names can include underscore characters.
• Fix - Public pages can have their security token expire and there is no way to reset without removing cookies.
• Fix - For pictures/images/attachments, updating fields in table, retreive value from table and insert records into table actions.
• Polishing - Grid View UI and UX. Still a WIP.
• Polishing - Dropdown filter UI and UX. Still a WIP.
• Polishing - Expanded click area for phone/tablet in top-left and top-right navigation icons.
• Polishing - Cleaning up the responsive style to grids.
• Polishing - Changed the style of dropdowns to look more like other input objects. White background, left-alignment.
• Fix - Left scroll bars no longer appear on left navigation menu.
• Fix - Cleaned up left over actions that weren't deleted when objects were deleted, causing conflicts later on.
• Fix - MiURL was not always routing to the email address for non-authenticated guests.
• Fix - Public pages for Multi-tenant accounts use the data from the head office, unless overwritten.
• Fix - Various fixes to Guest pages related to multi-tenancy for insert records into table, loading grids, and update fields in table.
• Fix - Handled saving records in public pages to use the administrator user ID for the audit trail.
• Fix - Designer was hanging and crashing in many situations. An "unresponsive script" message would appear in the designer in Firefox, and "Kill pages" in Chrome.
• Fix - Added a "Go To Screen" label in Manage Apps > Configure > Menu & Dashboard > Snapshots, to avoid confusion.
• Polishing - Success messages in Signup and Retrieve Password are using a Teal color instead of CTA-1 fusia.
• Feature - many options added to section styles and cells styles, including border and color.
• Polishing - Cleaning up wording and titles for app permissions under Manage Apps > Configuration.
• Fix - MiURL forces a guest who is already signed in as a different guest to sign in again if the MiURL is for a different Contact Record ID (i.e. the reason why Dwight showed up instead of Tom Cruise on Paul's final presentation of the conference!)
• Fix - Prevent apps from being created with invalid screen names or invalid app names.
• Fix - the icon in the browser now shows in FireFox.
• Fix - icon offer more variant ranges in sizes.
• Fix - left-navigation updates icon list when reordered in Manage Apps.
• Fix - the 'Create Short Method URL' action would forget the screen dropdown settings when edited.
• Fix - ensured that names of controls can't start with an underscore or space.
• Fix - nested sections don't inherit the responsive styling of their parent sections, they use their own.
• Feature - Insert Records Into Table now support value from Expression.
• Polishing - Designer styling uses more Method dropdowns rather regular browser dropdowns.
• Polishing - Designer dropdown for colors now nicely show the color chosen, rather than just the name.
• Polishing - Ensured left-alignment of menu titles in Manage Apps.
• Fix - Delete Records From Table wasn't always working when a "Where" clause was not specified.
• Fix - uninstall app was hard to use and see on a phone.
• Polishing - Reworded the "Welcome to Method splash screen".
• Polishing - Removed the dashed border from the Action list.
• Fix - Update Controls On Screen now supports renaming buttons.
• Polishing - Show Message, made the Title gain focus on new action.
• Polishing - Show Message, rearranged order of fields so that buttons are last.
• Fix - Show Message, the Action Result dropdown for insert into body was defaulted to the first action result on FireFox, rather than the blank value.
• Fix - Show Message now handles new lines properly. Previously new lines in the action dialog would end up on the same line at run time.
• Polishing - Made the entire tile clickable in Add Action list.
• Polishing - Action List now shows a tooltip for long internal notes.
• Polishing - The screens list now had the starting screen star (1) blue, since it isn't a CTA, (2) no hand cursor since it isn't clickable, and (3) has a tooltip saying "Starting screen" to give an indication of why there is a star icon.
• Fix - Version Manager - now auto refreshes the version tile list after a copy.
• Polishing - Version Manager - the title is now clickable to go to the designer for a specific version.
• Polishing - Version Manager - you can no longer delete an active screen version.
• Polishing - Version Manager - there are now 3 icons, "Active for me", "Published" and "Active for everyone else". They all have tool tips now too.
• Polishing - included empty-state options for Dashboard and Manage Apps when no app is installed for a user.
• Feature - this is a cool one. Text fields can be automatically treated as hyperlinks for web address, emails, LinkedIn URLs, Twitter handles, telephone numbers, Google Map addresses and Skype URLs.
• Feature - new screen action "Active Record ID change". This is uber useful.
• Feature - new value from session "Browser Window Size".
• Fix - Create Short Method URL wasn't able to get value from grid row.
• Fix - closing Currently Open List when nothing is available.
• Polishing - Showing tooltip on long names in Currently Open List.
• Polishing - changed labels for adding dashboard snapshots to "Add snapshot" and "Add another snapshot".
• Feature - sections now have a width.
• Polishing - action list and dialog now takes up full width on a tablet and phone screen.
• Fix - App icons in Manage Apps would cut off if they were large, such as Film icon.
• Fix - Too much white space for the description in Manage Apps.
• Fix - Enabling Currency and Numeric formatting options on the designer.
• Fix - Dragging a field onto a screen that had the same name as an existing object, like a text label, would cause the screen to not save.
• Fix - Send Email action now supports multiple CC and BCC addresses.
• Polishing - Text objects now have caption color and size.

It is also worth noting are there are items that received considerable attention that are work-in-process but not ready to be included:

• Generate Report
• App Ribbons
• Schedule Calendar
• Call another action set
• Publishing and installing apps to app store (this may get hotfixed to come live)
• Copy screen

Enjoy,

Paul

"October" version now available

The following updates are available on the staging site, as of Oct 31st.  You can access the October version by clicking "Switch to the October Version" when you sign into Method.

• Performance improvement - For Reports, a 1 million cell limit imposed on master table, and 2 million cell limit on detail tables.
• Fix - In some situations, taxes involving discounts were not calculating correctly.
• Fix - Clear Screen for New Entry was not always working properly with radioboxes due to a missing null/empty check.
• Fix - If you do not add RecordID to the fields in a grid....it still gets added but with a width of 0px. When generating the dynamic settings, since RecordID is used, it gets added, but you weren't able to hide/show RecordID.
• Fix - Couldn't add RecordID to a grid if it was not added during the initial grid creation. Cannot add it back to a grid if you deleted it.
• Fix - Discounts & Markups on Estimates - Discounts now should now be able to handle if there are place holder lines between the line item and the discounts.
• Fix - Discounts & Markups on Estimates - Markups can now be set to null and stay null.
• Fix - In Estimate Line grid, amount calculation is incorrect when rate is less than or equal to 1 and IsRatePercent is checked.
• Fix - Added a 100 character display limit to the first column of a dropdown.
• Fix - Enter Value Into Field On Screen action not saving some Value From Row fields.
• Fix – Loop through a table with distinct selected was broken if there were more than 500 records.
• Fix - Looping tables that included images and attachments in the field list would be very slow. They are no longer included in loop through table lists. Use Retrieve Value from Table instead.
• Fix - If you have multiple dropdowns in a grid being filtered by value from screen, Method would only build the value from screen filters for the first dropdown.
• Fix – Labels and checkboxes in the same cell were not aligning properly. Screens with this problem need to be republished.
• Fix - Deleting from a table where the criteria is a dropdown value from row, was not always working.
• Fix - Renewals and deleting changed occurrences that are beyond Now() are now optimized.
• Fix - If the tablink is in use in a 'go to tablink' action...don't allow it to be deleted.

Enjoy,

Paul

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

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

New Activity

• Fixed (#4346) - Addressed issue where defaults not loading for New Activity tab. (QBD & QBO)

List Builder

• Improved (#4173,#4215) - Improved screen wording based on feedback. (QBD & QBO)
  
  

Cheers,

Michael

"August" version now available

The following updates are available on the staging site, as of August 29th.  You can access the August version by clicking "Switch to the August Version" when you sign into Method.

• NEW - PayPal: We are now supporting Paypal Credit Card, and PayPal Account payments, via an open beta. Learn more here: http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=PayPal-integration&id=334
• NEW - QB Online International - we are now beta testing full integraton with QuickBooks Online International (core targets are Canada, UK, Australia and New Zealand), using the Intuit IPPV3.
• Fix - Scheduled Reports error when there is a special character in the name(#).
• Fix - Cannot hide a textbox when Show In HTML Editor is selected.
• Fix - Weird checkbox behaviour on a mobile optimized screen(checkboxes would uncheck then recheck when actions were used to uncheck them).
• Fix - Unable to Edit Events for Calendar Object.
• Fix - In Estimate Line grid, Amount field contains more than 2 decimal values if IsRatePercent is checked.
• Fix - Import/Export: names with special German Chars. do not get imported correctly from CSV file.
• Fix - Sub button items not showing in Chrome/firefox.
• Fix - Letter é breaks tab groups in Method.
• Fix - verbiage update: 'Password symbol char. setting > 1 must be unique?'
• Fix - Subtotal line item that calculates total subtotal is not updated instantly(it is now).
• Fix - In Estimate Line grid, amount calculation is incorrect when rate is less than 1.5 and IsRatePercent is checked.
• Fix - Duplicate fullname entries in Multi-tenancy (they are now allowed in different tenants).
• Fix - For QuickBooks Online, if Rate and Quantity are disabled in transactions, Rate becomes zero in Method.
• Fix - Overridden grid dropdown values are reset when updating other advanced properties values.
• Fix – tags were not working when the section is in 'show in tabs'.

Enjoy,

Paul

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

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

Receive Payment

• New (#4560) - Added support for PayPal.(QBD & QBO)

Portal Receive Payment

• New (#4560) - Added support for PayPal.(QBD & QBO)

• Improved (#4162) - Added extra fields required for processing payments using electracash.(QBD & QBO).

Cheers,

Michael

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

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

Receive Payment

• Fixed (#4444) - Added a check to prevent loading of most recent AR Account, Deposit To Account and Payment Method for existing Receive Payments.(QBD & QBO)

• Improved (#4162) - Added extra fields required for processing payments using electracash.(QBD & QBO).

Cheers,

Michael

"July" version now available

The following updates are available on the staging site, as of July 26th.  You can access the July version by clicking "Switch to the July Version" when you sign into Method.

• Fix - the latest versions of Chrome for Mac caused issues with the Method timer object. We created a code workaround for the live site, and a more permanent solution for the stage site.
• Fix - the spell checker is back working again after Google shut down the service we were depending on for spell check. An alternative solution has been put in place.
• Fix - readonly datetime fields were not respecting format settings.
• Fix - emailing an attachment was not working for attachments assigned to an action result via the Retrieve Value From Table action.
• Fix - money fields were hardwired to show 2 decimal places rather than what users chose.
• Fix - dropdown list should filter on paging, only when the dropdown was opened via typing in.
• Fix - Grid filter fix for dates. As a date "jul-" was breaking for filtering dates using the grid filter row. 2 Issues. 1. jul- should not have broken it, since - is a character we are supposed to handle. 2. If the filter was not a valid date it would not tell the user it is an invalid date, it would just remove it from the filter list and continue on.
• Fix - If a custom QuickBooks field is used in a grid, then goes to QuickBooks and changes the case of a letter in the name, the field would show up again in the list of fields to be added in a grid.
• Fix - Added a check in File Upload that if the file being uploaded had a "#" in the name.

Enjoy,

Paul

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

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

"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

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

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

Activity

• Improved  - we’ve now released the latest and greatest changes to the activity screen which were released to QuickBooks Desktop users earlier this year. For more information, checkout the release note by clicking here. (QBO)

My CRM Preferences

• Improved  - we’ve released the same updates from the QuickBooks Desktop release earlier this year. (QBO)

Cheers,

Danny

"May" version now available

The following updates are available on the staging site, as of May 2nd.  You can access the May version by clicking "Switch to the May Version" when you sign into Method.

• Improvement: We have moved report and chart generation to a separate server. This makes the speed charts and reports get generated more consistent, and overall faster.
• Fix: Value from Screen was not working for actions referencing grid dropdowns. Requires screen to be republished.
• Fix: Value from Screen using grid column dropdown value where the display caption of the grid column is different from the fieldname was not working.
• Fix: The Refresh Grid action could not clear grid checkboxes when the grid was in a section that was shown in tabs
• Fix: Tabs got consolidated in a More tab regardless of screen size, a problem isolated to an update in the Chrome browser.
• Fix: Web Forms would lose screen data in the latest update from Chrome. This was a browser caching issue we worked around.
• Fix: Grids being exported that used Value from Screen were not replacing the value from the screen, causing inconsistent exports in some situations.
• Fix: Grid SQL overrides that were being used in the "Order By" were not replacing Value from Screen.
• Fix: User-entered hyperlinks in grids were not properly clickable.
• Fix: For Intuit Merchant Services....CVV (CardSecurityCode) was not being passed in all situations.
• Fix: IsPrintItemsInGroup was reversed in some situations.
• Fix: MethodAPI - V2 of CreateMethodAccount added a day not month to new first charge date.
• Fix: Rounding in sales tax was sometimes off by a penny in QuickBooks UK.

Enjoy,

Paul