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

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

Activity

• Fixed (#4045) - when a contact was selected from the contact dropdown list, the “phone” field was not being populated. This was caused by the phone value being entered into the proper field on the screen. (QBD)

Cheers,

Danny

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

• QBD = QuickBooks Desktop

• QBO = QuickBooks Online

Contacts

• Fixed (#4237) - when attempting to click on the More actions > Choose email template button, the template preference screen was not being loaded. This now points to the correct screen. (QBD & QBO)

Cheers,

Danny

"March" version now available

The following updates are available on the staging site, as of March 19th.  You can access the March version by clicking "Switch to the March Version" when you sign into Method.

• Improvement: Users can now assign a picture/file field to an action result and send it as an attachment in an email.
• Improvement: ListBuilder now supports Tags (already hotfixed).
• Improvement: give an informative message when users are trying to load an unsaved report.
• Improvement: you can now specify a default ProductID for ElectraCash in the Payment Gateways window.
• Fix: IsPrintItemsInGroup field taken into consideration when printing reports.
• Fix: copying a stock screen, that was already copied, replace all tablinks was not working for popups.
• Fix: added a list of customized screens to “which screens make up this app”, under My Account.
• Fix: step 5 of the contacts portal wizard could not be edited in Firefox.
• Fix: IE10 on Windows 8 had issues opening the designer (already hotfixed).
• Fix: issue with ‘assign user to a franchisee’ not always appearing.
• Fix: custom occurrences now load without throwing an error when the series is deleted, if you click the edit series link.
• Fix: for callanotheractionset, when event names have numbers in them.
• Fix: comma split issue was causing items with a comma in them to be broken into entries in dropdown wizard add items.
• Fix: dropdown field to create a new table wasn’t checking if name of the new table/field was in use.
• Fix: when authenticating the Google Gadget, if you used the email address instead of the user name, it didn't work.
• Fix: Hidden: invisible when screen first loads was not working for radioboxes.
• Fix: textboxes with default values would break if they had quote character.
• Fix: portal title was showing main franchisor, instead of franchisee company name.
• Fix: users could change the screen name to an existing screen name in the designer. Moved the screen name editing ability to the advanced screen options.

Enjoy,

Paul

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

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Tags & List Builder Screens

• Tags - The new "Tag" field has been added to the ListBuilder screen. (QBO & QBD)
• ListBuilder - a new version of the ListBuilder has been released. It allows for a faster insert of contacts based on status and type. It handles the new tag fields, eliminates duplicates, and has the option to clear the list before doing an insert. (QBO & QBD)
• Help Center for Tags - We wrote a help center article that explains how tags work.
  

Enjoy,

Paul

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

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Contacts Screen

• Tags - The new "Tag" field has been added to the Customer List, Lead List as well as the Contacts grids in the Edit Customer and Edit Lead screens. This will continue to be phased in this week, with a new List Builder. Stay tuned for more (QBO & QBD)

Enjoy,

Paul

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

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Contacts Screen

• Tags - You'll see a new "Tag" field in the Contacts screen. This will be phased in over the next week on many other screens in Method CRM, and will be a new way to categorize your contacts. Stay tuned for more (QBO on Jan 30th, 2013. QBD on Jan 31st, 2013)

Enjoy,

Paul

"January" version now available

The following updates are available on the staging site, as of January 18th.  You can access the January version by clicking "Switch to the January Version" when you sign into Method.

• Improvement: documentation for the Outlook add-in now points to a kb article rather than an old blog post.
• Improvement: option to remove html tags when exporting grid to rtf/xls/pdf added.
• Improvement: option in grid wizard to use sqloverride when ordering columns.
• Fix: timespan fix for calendars…could not use any start time other than 12am for weekview/workweekview/dayview.
• Fix: for Mapping, only 26 locations(A-Z) would show on the map….now after 26 locations flips to numbers.
• Fix: for multi-tenancy, after assigning a new user to a franchise the new user screen was not clearing properly.
• Fix: for multi-tenancy, users could not see all recurring dates in an activity.
• Fix: for multi-tenancy, users that were not part of the head office could not add/edit tables.
• Fix: Override Filter By Active Record ID was not working in the ‘on screen load’ event in portals.
• Fix: Series renewals were not properly setting the 1st occurrence date when the week interval was greater than one.
• Fix: paging through a dropdown was losing the user entered filter.
• Fix: calendars could not load due to aliasing problem with using the same column for status and second status.

Enjoy,

Paul

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

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Edit Opportunity

• Improved (#4027) - when loading an existing opportunity, if the “contact” dropdown list is empty we now check to see if the customer dropdown has a customer selected. If a customer is selected, we attempt to fill in the contact for you by looking up the first contact for that customer. This is helpful for users uploading opportunities via the import tool who haven’t specified a contact for the contact dropdown list. (QBD & QBO)

Cheers,

Danny

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

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Activity

• Improved (#4003 & 4009) - when loading a new or existing activity the screen would automatically place the cursor in the “Contact” dropdown list. Initial feedback suggested this wasn’t the best place to put the cursor so we’ve listened and now place the comments box as the initial starting point for the screen. Kudos to Wayne and Jennifer from our team for the feedback. (QBD)

Cheers,

Danny

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

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Activity

• Fixed (#4005) - when opening an existing activity in a pop-up, the activity type was always being set to “Other”, ouch! We’ve now updated this so that this type is only set on new activities. Special thanks to Warren and Adam from the Method team for finding this. (QBD)

Cheers,

Danny

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

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Activity

• New - the entire layout of the activity screen has been redesigned to provide better workflow while keeping existing functionality. Some of these changes include the following: (QBD)
  
1. the “comments” field is now located at the top of the screen. This allows for quick updates for the common task on this screen.
2. the “schedule a follow-up” has been moved to the left side of the screen along with all other common activity tasks. The contact info and additional sections show on the right side of the screen.
   
3. Fields that are not commonly needed such as data modified, have now been moved to a new “additional info” section which can be shown or hidden.
• New - buttons have been place at the top and the bottom of the screen. This allows you to quickly write a comment and close the activity without having to scroll to the bottom of the page. Incase you were wondering, both sets of buttons do exactly the same thing. (QBD)
• New - contact field section that use to appear all the time will now only show when a contact is selected from the dropdown list. In addition to this, only fields that have information entered for the contact will appear. For example, if a contact does not have a sales rep assigned, it will not show the sales rep field. (QBD)
  
• New - you can now set preference for activity type, status, priority, follow-up days based on individual users. Take a look at the changes under the “My CRM Preferences” screen in today’s release note. (QBD)
• New - in the “recent history” section, all activities, cases and opportunities can now be opened by clicking on the date or details columns. (QBD)
  
• New - auto-follow-ups are now triggered when the screen loads. Okay, so what does this mean? In the past, if you had an auto-follow-up assigned to an activity type, the “schedule a follow-up” would get selected automatically and automatically load the default values. Now when you open an existing activity, if the “type” has an auto-follow-up, it will also trigger those default values. (QBD)
• Improved - the “type” and “follow-up type” dropdowns now only show active types. (QBD)
• Improved - the “contact details” and “lead/customer/vendor/employee” buttons in the contact details section now have the word “edit” next to the button. This will hopefully make it easier to see that these buttons are clickable. (QBD)

My CRM Preferences

• New - a new section has been added specific to preference related to the activities tab. You can now set preferences for how new activities load for within the activities tab. The best part is, these are specific to each user so everyone can change this without customizing the screen. (QBD)

Alright QuickBooks Online users, you’re probably wondering, what gives? Only updates for QuickBooks Desktop? We haven’t forgotten about you. We’re in the process of implementing these same changes for you so just sit tight.

Cheers,

Danny

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

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Edit Case

• Improved (#3835) - the “Assigned To” dropdown fields now show the users full name and email address. (QBD & QBO)
• Improved - all “Activity Type” dropdown lists now display only active activity types since now we have an “is active” field.(QBD & QBO)

Cheers,

Danny

"November" version now available

The following updates will be available on the staging site on November 15th.  You can access the November version by clicking "Switch to the November Version" when you sign into Method.

• Right-click customize - rather than having to go into Customize > Screens, you can now just right click on a screen and choose "Customize". This makes it about a million times easier. Of course, if you don't have the rights to customize, you'll get an explanation of why you can't customize and need to go back.
• Sign into Method with your email! - you can now sign into Method using either your User Name OR your email address.
• Multi-tenancy / franchises can invite their own users - The franchisor / main tenant of a multi-tenant account, can now grant franchisees the right to manage their own users.
• Mobile big finger friendly - The mobile login, tab link dropdown and grid view dropdown are now all more big finger friendly.
• 1 million cell limit on grids - for a performance improvement, there is now a 1 million cell limit on grids (so you could should a filtered list of 100,000 rows that has 10 columns per row.

Enjoy,

Paul

Cases Tab

• Improved (#3904) - cases are now sorted by the most recent created date.

Cheers,

Danny

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