• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

QuickBooks Estimate

• Fixed - under the “More actions...” button there was an option for “Create Sales Order” however Sales Orders are not yet supported for QuickBooks Online.  We have removed this option. (QBO)

Danny

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

New Activity

• New - the left panel which displays the lead/customer/vendor/employee and contact info now has a click-able header.  Clicking on the header will launch the edit lead/customer/vendor/employee and edit contact screens.  Previously you could access these screens by clicking the “More actions” button but this is a quicker way to access the same edit screens. (QBD & QBO)

Danny

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

New Activity

• Improved - small cosmetic change with relabelling “Cancel/Close” to “Close”. (QBD & QBO)
• Improved - when opening an existing activity, if the “Start Date” is not filled in, we will automatically fill in the current date and time.  Normally this is filled in anyway for a new activity however if someone manually deleted this, we now insert a date so it isn’t blank.  This will also benefit the save actions since we calculate the duration for completed activities based on the difference between Start Date and Completed Date. (QBD & QBO)
• Fixed (#3084) - when launching the screen in a pop-up and closing, the screen in the background appears distorted.  This was the result of using the “Go to Field” action after closing the pop-up window.  (QBD & QBO)

Danny

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

QuickBooks Invoice

• Improved - changed styling for left section to match newer transaction screens. (QBD & QBO)
• Fixed (#3128) - when clicking Print > Customize Templates, you would get an error message about the pop-up screen missing.  We’ve now updated this to point to the CRM_PreferencesReports screen. (QBD & QBO)

Danny

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Expenses

• Fixed (#3077) - when selecting a category or a payment method from the dropdowns in the top right corner of the screen, an error message was appearing regarding the refresh grid action. (QBD)

Edit Expense Reports

• Fixed (#3076) - if a default expense report name was not setup for a user, we use the default expense report name.  However we were grabbing the value from the wrong location which was causing an error. (QBD)

Danny

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

QuickBooks Purchase Order

• New - the screen has been updated with the CRM 2.0 style.  Ohhh....ahhhh..... (QBD)
• Improved - we’ve renamed the “Ship To” dropdown list at the top of the screen to “Drop Ship To”.  This way the field is labelled the same as QuickBooks Desktop. (QBD)
• Improved - we’ve now hidden the “Planned Release Date” and “Expected Receipt Date” fields on the screen.  These fields will only appear if Method Warehouse is installed for the account.  Method Warehouse is a legacy application which is no longer available in the Method Application Library. (QBD)
• Improved - we now validate that the required fields are entered in before attempting to save the purchase order. (QBD)
• Fix (#3070) - when selecting a “Drop Ship To” for the purchase order, an error message was appearing about an improper “End Loop Through Table”.  This has now been fixed. (QBD)
• Fix - when clicking Print > Customize Templates, you would get an error message about the pop-up screen missing.  We’ve now updated this to point to the CRM_PreferencesReports screen. (QBD)

Danny

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

New Activity

• Fix - when selecting an email template from the dropdown list, the subject was replacing the body during the mail merge. (QBO)
• Fix - when selecting an email template from the dropdown list, if a contact is selected for the activity and the “To” field for the email is empty, we fill in the contacts email address.  Previously the entity’s email address was being filled in. (QBO)
• Fix - when selecting an email template from the dropdown list, we now check to see if a contact is selected before attempting to fill in the “To” field if it is empty. (QBD & QBO)
• Fix - when selecting an email template, if the entity is blank we no longer try and mail merge the entity fields. (QBD & QBO)
• Fix - when saving an activity, if the entity is blank we no longer try and mail merge the entity fields. (QBD & QBO)

Danny

 Budget / Contract - Create Invoice

• Fixed - screen validation highlighted an issue with using an “End Loop Through Table” instead of “End Loop Through Grid”.

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Edit Expense Report

• New - when submitting, un-submitting, approving and rejecting an expense report, an email will be sent to the recipient letting them know that the report is ready for review.  This report also takes advantage of miURL to easily launch the report in Method. (QBD)  

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

New Activity

• New - now if you create a new activity and assign it to another user, an email is sent to that user letting them know. (QBD & QBO)
• New - you can now add a new contact in the Schedule a Follow-up section by clicking the <Add New> option under the Follow-up Contact dropdown list. (QBD & QBO)
• New - when loading an existing activity, we now check to see if the activity is recurring.  If it is, the section for “Schedule a Recurring Activity” will appear automatically.  Of course if this is just a one time appointment, the section will remain hidden. (QBD & QBO)
• Improved - when navigating using the “Go Back” button from the Edit Activity screen, we now set the position of the cursor back to the “Assigned To” field.  This way when you return back to the screen to edit another activity, you’ll be at the top of the screen and see less jumping. (QBD & QBO)
• Improved - we’re relabelled the “Customer / Vendor Info” title under the Contact Information section to be “Lead / Customer / Vendor / Employee Info”. (QBD & QBO)
• Improved - the on screen load actions now take advantage of call another action set to call the text change for the contact dropdown list. (QBD & QBO)
• Improved - optimized the amount of actions needed in the buttons by using the Call Another Action Set action.  This results in easier maintenance when making changes to this screen. (QBD & QBO)
• Improved - when saving an activity, we now perform a mail merge for the Subject field using the tables list below.  For example, having Activity.ActivityStatus in the Subject field would replace it with the activity status of the current activity. (QBD & QBO)  
  • Customer
  • Contacts
  • Vendor
  • Cases
  • Opportunity
  • Activity
  • Users
• Improved - when selecting an email template, we now perform a mail merge for the Subject field using the tables list below.  For example, having Activity.ActivityStatus in the Subject field would replace it with the activity status of the current activity. (QBD & QBO)
  • Customer
  • Contacts
  • Vendor
  • Cases
  • Opportunity
  • Activity
  • Users
• Improved - the Follow-up Contact dropdown list now only displays contacts belonging to the related entity. (QBD & QBO)
• Improved - when selecting a contact from the Contact dropdown list, we automatically update the follow-up contact information. (QBD & QBO)
• Improved - under More actions, we’ve renamed the “Edit Customer / Vendor / Employee...” to “Edit Lead / Customer / Vendor / Employee...” and added the ability to edit an employee from this screen. (QBD & QBO)
• Fixed - all images were updated to now use https vs. http. (QBD & QBO)
• Fixed - when clicking More actions > Delete Activity, the screen was not resetting the default values correctly. (QBD & QBO)
• Fixed - when saving an activity, we were saving two sections in two separate actions.  Now we are using the Save All Sections action. (QBD & QBO)
• Fixed - the Campaign dropdown list now shows only active campaigns. (QBD & QBO)
• Fixed - the campaign name was appearing twice in the dropdown list. (QBD & QBO)

Danny

Performance enhancements and a new multi-tenant beta!

• Grid refresh speed - you should notice that everything and anything related to grids is significantly faster.  Grids were previously doing extra unnecessary work which we found could be more intelligently optimized.  This was especially the case on large screens with lots of objects, multiple grids and/or on-screen-load actions.

• Grid fading - we now fade the grid while it loads or refreshes.

• Grids that display recurring dates of a series are now faster, and more consistent with regular grids.  Yes, you’ll now enjoy having the ability to temporarily show more and fewer rows like you do with regular grids.

• Performance enhancement on "Go to Tab Link".  Similar to the grid refresh enhancements, we optimized the way Go to Tab link action refreshed the screen with the new record, so it does less unnecessary work and shows your screen quicker!

• Clear Screen For New Entry – you now have the ability to specify whether you want detached grids to refresh automatically or not.  This enables you to have a faster action time if refreshing detached grids is not necessary.

• Report load performance - we rewired the report loading process to remove some unnecessary overhead.  You'll find that reports and charts load faster now.

• Deadlock errors – larger company with greater than 50 users were seeing collisions, and performance degradation.  After many iterations and optimizations, this has now been brought to a minimum.  Thanks Jim C. & crew for your patience!

• Method Email Queue Server - we have finally moved our specialized email queue server out of its 6 month beta and into production.  Instead of sending emails directly, all emails sent from Method are now sent via in intermediate Method Email Queue Server (MEQS – say that 10 times really quickly).  This provides a significant speed improvement because you don't have to wait for the email to finish sending in order to continue with your work.

• Email server settings - you now have the ability to assign a port number, very useful in the case that your email server has specialized needs (such as Microsoft Live servers).

• Looping performance enhancement - we rewired the process of looping through tables, grids and calendars to be significantly faster.

• Action queues – goodbye "an action is already in progress" yellow bars!!  This is another performance enhancement, that introduces action queues, so if you click on multiple buttons or lose focus on multiple objects, the actions are queued so that they will complete in the order you initiated them, without the need for you to wait for the current action set to complete.

• Enhanced validation - all in the name of performance, we have introduced more advanced and strict validation to ensure that all your Start Loops and Start Conditional Statements are properly closed.  The downside is that if you had bad logic before, then you'll be stopped dead in your tracks until you fix them.  To ease in the transition, we have provided temporary access to the previous version of Method: https://www.methodintegration.com/NovemberTemporaryLogin/

• Roles - under Customize > Roles, you can now view and edit all users for a role. Previously, you had to individually edit each user under Customize > Users to view and change roles.

• Link to Regular Login from Mobile Login page - we have removed the Create New Account link and replaced it with the link to the Regular Login.

• Fix: Grid Dropdowns no longer scrunch as you type - previously if you had a dropdown in a grid, it would sometimes scrunch and cut off the text in the list as you typed. This is resolved.

• Fix: Issue with filters for reports (http://www.methodintegration.com/cs/forums/p/2418/8962.aspx)

• Fix: Issue with Exporting to Excel, getting a 404 error (http://www.methodintegration.com/cs/forums/p/2509/9340.aspx)

• And if all that wasn’t enough……. We have a new exciting beta - Multi-tenancy!  This version includes massive behind-the-scenes changes that make Method "multi-tenant" – which allows multiple QuickBooks databases to sync to the same main Company Account.  This finally gives franchisors the tools they need for call centers, consolidated reporting, and yes, the ability to customize one screen and have it instantly accessible by all franchisees.  We are currently in a closed beta - contact us if you want to join.  This is very exciting for us, as this has been at least a couple years in the getting this far.

Enjoy,

Paul