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

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