"September" version will be available later today

The following updates are now available on the staging site.  You can access the September version by clicking "Switch to the September Version" when you sign into Method.

• Google Calendar sync is here! - Method now syncs nicely with Google Calendar. Your Method appointments can now be viewed, added and modified from anywhere you currently use your Google Calendar, such as your mobile phone, or tablet. To get started, just sign into the September version with using the Google Apps sign in, and we'll take care of the rest. Click here to learn more.
• Google Maps - support drawing polygons again - something that was left out of August's migration to Google Maps V3.
• Fix: Google Maps - direction headers show the addressed type by the user, instead of Google's interpretation of the address.
• Recurring Dates - the Insert Date date picker doesn't lose the last date inserted.
• Portals - now support mobile screens. However, functionality is limited as this is not an intended implementation.
• Time Zone improvement - when users sign into portals and their time zone is not recognized, they are now given the option to select their time zone instead of being shut out.
• Security improvement - if a Go To Tab link action is used on a screen, it will no longer give users access to tab links they are not normally able to see.
• Recurring Dates - inserting and deleting recurring dates now hit the audit trail from the recurring dates object.
• Roles - much improved tree-view interface to help you figure out how users are affected by a change in roles.

Enjoy,

Paul

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

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Edit Customer

• Fixed (#3788) - same as the fix we applied for the New Customer screen. (QBO)

Edit Lead

• Fixed (#3788) - same as the fix we applied for the New Customer screen. (QBO)

Cheers,

Danny

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

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

New Customer

• Fixed (#3788) - the “Terms” dropdown list now displays only active terms. (QBO)

New Lead

• Fixed (#3788) - same as the fix we applied for the New Customer screen. (QBO)

Existing Documents Link List

• Improved (#3774) - if something goes wrong when fetching documents from SmartVault, we now provide a message detailing what the response is from SmartVault. (QBD)

Cheers,

Danny

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

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Edit Customer

• Improved (#3726) - if something goes wrong when fetching documents from SmartVault, we now provide a message detailing what the response is from SmartVault. (QBD)

Cheers,

Danny

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

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Edit Lead

• Fixed (#3742) - spelling mistake when converting a lead into a customer.  Oops! (QBD & QBO)

Cheers,

Danny

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

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Activities List

• New (#3710) - in some cases you might want to filter your activity list by more than one piece of information.  For example, you might want to see all the activities assigned to a specific user with a specific status. Doing this with the old activity list screen was a challenge since the “Assigned To/Type/Status” column only allowed for one filter at a time.
  
  
  
  Now you are able to show additional columns for assigned to, type, status, contact, name and company.  This allows you to filter by these columns using the filter header at the top of the grid. (QBD & QBO)
  
  
  
  So how do you show additional columns?
1. Click the gear icon in the bottom right corner of the grid.
2. Select the columns you’d like to appear.
3. Click Update.  Keep in mind that this will only last as long as you keep this window open.  This means the next time you open this screen, these columns will be hidden again.
• New - quickly edit a contact or entity by clicking on the contact/entity name when the contact or name field is displayed in the activities grid. (QBD & QBO)
  
  
  
• New - using any of the new filter views with the word “future” allows you to see activities you have schedule for a future date.  This is a great way to quickly check and see if you have a follow-up activity scheduled for a contact. (QBD & QBO)
  
• Improved (#3211) - the existing filter views have been updated to filter out activities that are part of the series. Method users who use recurring activities would have a difficult time locating the series vs. the occurrences.  Now all filter views except for those with the word “series” no longer display the series in the list.  Special thanks for Susan and Lisa for the feedback on this.  I know it took a while but we’ve got it in there now.
• Improved - the new activity button now uses Method’s button styling vs. an image.  Hover over it and you’ll see....oh....ah..... (QBD & QBO)

Cheers,

Danny

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

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Contacts Portal - Cases

• Fixed (#3487) - applied the same fix for formatting of the date like we did on the New Case screen. (QBD & QBO)

Contacts Portal - Edit Profile

• New (#3006) - added the website field and icon to the edit contact information section. (QBD & QBO)

Contacts Portal - Home

• New (#3006) - added the website field and icon to the edit contact information section. (QBD & QBO)

Cheers,

Danny

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

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Edit Case

• Fixed (#3487) - applied the same fix for formatting of the date like we did on the New Case screen. (QBD & QBO)

Contacts Portal - New Case

• Fixed (#3487) - applied the same fix for formatting of the date like we did on the New Case screen. (QBD & QBO)

Cheers,

Danny

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

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Home Dashboard

• Fixed (#3690) - updated the buttons for activities and opportunities to reflect the proper count. (QBD & QBO)

Contacts List

• Fixed (#3728) - we recently removed actions for loading the entity name however this needed to be added back because they are used when calling the pop-up from screens that are not based of the entity table. (QBD & QBO)

Contacts

• Fixed (#3728) - we applied the same fix from the “Contacts List” to this screen. (QBD & QBO)

New Case

• New - from the contact information section you can now edit a lead/customer/vendor/employees information by clicking on the button above the contacts information.  You can also edit just the contacts information on the right side of the section. (QBD & QBO)
• Fixed (#3723) - updated the “Contact” dropdown list to only display active contacts. (QBD & QBO)
• Fixed (#3487) - the formatting of the date in the case dialog did not match other areas of Method.  Now we show the date as Month-Day-Year.  For example, Aug-27-2012 4:12PM. (QBD & QBO)

Cheers,

Danny

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

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Sales Receipts

• New - the screen has now been updated with the Method 2.0 styling, upgraded feature set and support for shared lists. (QBD)
• Fixed (#3704) - resolved the error message that appeared when attempting to edit the preferences for sales receipts. (QBD)

Cheers,

Danny

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

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Edit Lead

• Fixed (#3599) - removed actions related to passing the entity name to the contacts pop-up screen. (QBD & QBO)
• Fixed (#3652) - removed balance field from tab link and screen. (QBD & QBO)
• Fixed - when adding a new contact for a lead by clicking “Add Contact”, when the pop-up closed the contacts grid did not refresh automatically.  Now the grid will automatically refresh upon closing. (QBD)

Cheers,

Danny

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

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

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

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

"August" version will be available later today

The following updates are now available on the staging site.  You can access the August version by clicking "Switch to the August version" when you sign into Method.

• Big Google Mapping update: 
• We are now using Google Maps API v3.8. Using the latest Google Maps API, we can now use HTTPs connections, making mapping more secure, and also removing security warnings when moving from Method to the Map in Internet Explorer.
• We have improved the algorithms that are used to calculate routes. The previous limit for optimizing routes was 26 stops. The limit is now 100 stops!
• Improved interface and button styling. 
• We now give you icons to grow/shrink the map. Very useful when trying to visualize the route with a lot of stops. 
• No more need for minimum accuracy settings. 
• We now have a progress bar for optimizing the map - in case the number of stops makes it take a long time.

• Multi-tenancy for QuickBooks Online users - franchises and companies that need more than one QuickBooks Online account to sync to the same Method account can now finally take advantage of the multi-tenancy features we had previously made available for QuickBooks Desktop users.
• New appearance for Method tabs, to have smoother corners and gradient.
• Added the Google Gadget link under Customize > Integration Tools.
• Fix: Yes/No comparisons - in the case of Start Conditional Statement and other actions where there two Yes/No fields are compared to see if they are the same, the comparison would be a numeric comparison instead of a Yes/No comparison if the first value being compared was "0" or "1".
• Fix: Mobile search box - if you were on a mobile phone and searched in a grid header, clicking "Go" in your browser caused a server error, rather than running the search.
• Fix: The Default Resource setting for the calendar was being ignored in some situations.
• Fix: Character Function "Get Right" was not showing the previously saved values when re-opening.

Enjoy,

Paul

Updated Method Integration Engine for QuickBooks Desktop

The following updates are now available on the version 1.0.207 of the Method Integration Engine.

• Small change to error detection from QuickBooks, fixing a bug introduced by version 1.0.206. The bug was when certain QuickBooks errors were raised, the sync engine would report an "HRESULT" error when it had previously just reported a conflict.

You can get this update by either waiting for Method to automatically update over the next few days, or by (1) shutting down your Method Integration Engine, and (2) installing the update from here: www.methodintegration.com/MethodIntegrationEngineV2/MethodIntegrationQB.application