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

"October" version now available

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

• Recent history - this may be one of the biggest features you never knew you needed! Method now keeps track of recent records you created, edited or viewed, and lets you quickly access them from the top-right corner of the screen. It's like an advanced "back" button. Click here to learn more.
• New look for tab groups - tab groups now have the same look and feel as My Profile in the top-right corner, making the design more consistent and slicker.
• Hover in menus more convenient - the menus in the top-right (My Profile, Tab Groups and Recent) are faster and easier to use now that they are activated on mouse over and mouse out, instead of mouse clicks.
• Show/Hide columns per view filter - you can now force hidden grid columns to automatically show based on the view filter chosen. You can set this by clicking Advanced next to the grid column under the grid wizard.
• Get node value from XML - has been added to the Character Function action to help parse values returned from XML, such as when developers are integrating with a third party API. Click here to learn more.
• QB Online - 'Client is Taxable'- Invoice, Estimate and SalesReceipt screens now support the 'Client is Taxable' feature from QBO.
• Load Web Page - added "Replace Current Screen" to "Load Web Page" action.
• Suppress warning when no rows are checked - an advanced option has been added to start loop through grid so that if no checkboxes are selected, the standard warning does not appear.
• Ability to clear checkboxes - the refresh grid and clear screen for new entry actions now have the option to clear the checkbox column in the grid.
• New action: Get Field/Object ID - this will be used by advanced users who want to overwrite Method's UI with their own, but be able to write javascript that calls actions from buttons on the screen.
• Fix: html editor was overlooking the number of lines set.
• Fix: Go To Tablink wasn't respecting close popup when going to a different tab.

Enjoy,

Paul

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

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Mobile Activity

• Improved - email template list now also filters out “hidden” email templates. (QBD & QBO)
• Fixed (#3863) - relabeled the email checkbox to say “Send an email”. The old label was causing confusion.(QBD & QBO)

Cheers,

Danny

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

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Documents list

• New - in the top right corner of the screen, you can now launch the documents help center articles. (QBD & QBO)
• New - we’ve place button navigation on the top and bottom of the screen. We are starting to phase this into all of the stock CRM screens over the coming weeks. (QBD & QBO)
• Improved - you can now launch the “edit” document screen by clicking on the document number or document name.  Previously this option was only available on the “Go to” link. (QBD & QBO)
• Fixed (#3849) - changed the default filter view to “Shared”. (QBD & QBO)

Cheers,

Danny

"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