Danny

Converting Estimates to Budget / Contracts

• A new Estimate screen (tab-link) added to create Estimates and quickly convert them to Budget / Contracts.

Budget / Contacts

• New feature to load templates (described in detail below).
• Platform update now ensures budget lines with decimal values will display when creating an invoice from a Budget / Contact.
• Update to actions on ‘select’ to call another action set from the summary section to update summary values on first click rather than several clicks of ‘select’.

Budget / Contact Templates

• A new feature added to the Budget / Contracts screen to select from a list of pre-defined templates or frequently used group of Budget / Contract lines. The new screen is ‘ProService_BudgetTemplates’.

Activities

• Updates to ensure contact name and phone are populated if that data exists.
• Modified and added on-screen load actions to accommodate for new Activities created from the Customer List screen. Prior to this update, the New Activity button was not calling the proper screen.

Time Tracking

• Update when clicking ‘select’ the Time Tracking record will display if the screen was accessed via the Dashboard.
• Update to basic math actions on all Saves to ensure small amounts of Time will flow through the action results as intended and not round.

Invoices

• The Invoice screen updated to reflect recent changes to the new standard Invoice screen from Method. Some of the changes include; a fresh cosmetic look and email notifications feature. This does not accommodate the new shared lists feature yet.

Customer List

• Update to the ‘New Activity...’ button under the Activities section to call the Pro Services version of the Activity screen.

Received Payments

• The Receive Payments tab-link was removed from the App to be consistent with the new CRM approach. This tab-link was referencing the original Method screen that still appears under the ‘QuickBooks’ tab groups.

New Opportunity

• When creating a new lead or a new customer from the New Opportunity screen, after clicking “Save” the radio button selection was not automatically switching to “Existing Customer” after saving.

New Case

• When creating a new lead/customer/vendor and clicking “Save”, a conditional warning was appearing regarding the email address not being entered.  This has now been removed.

New Activity

• Related Activity number is now read only.  Since you are able to relate an Activity easily using the left panel, there was no need to have this as a dropdown where you could also select the Activity number.  It made it confusing since there was no way to easily distinguish between the different activities.

Leads and Contacts List & Customers and Contacts List

• Added search capability by placing a new icon in the top right corner of screen.  When a contact is selected from the search screen, depending on if the contact is a ‘lead’ or a ‘customer’, Method will automatically take you to the Leads or Customers tab and open the Edit Customer or Edit Lead tab link with the customers name.
• If in the search screen a New Lead or New Customer is added, after clicking “Save & Close”, Method will automatically take you to the Leads or Customers tab and open the Edit Customer or Edit Lead tab link with the customers name.

Search Customer List and Search Contacts List

• Added additional search fields for Company Name, Bill Address 1/2/3, Bill City, Bill Zip/Postal, Ship Address 1/2/3, Ship City, Ship Zip/Postal and Account #.
• When loading the Customer List/Contact List Search screen, the filter view named “Shared Active Leads, Customers and Contacts” will always reset back to this filter.  Previously, if the filter view was changed on the grid to another view, the next time the screen was loaded the last filter view used would be loaded initially instead of the default view.

Cheers,

Danny