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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 ...
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"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 ...
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Cases Tab
Improved (#3904) - cases are now sorted by the most recent created date.
Cheers,
Danny
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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
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"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 ...
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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 ...
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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 ...
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"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 ...
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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. ...
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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. ...
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