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"April" version now available
The following updates are now available on the staging site. You can access the April version by clicking "Switch to the April version" when you sign into Method.
HTML Editor - we have upgraded the HTML Editor (this is the object used for typing in comments for a new activity, or for ...
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Updated Import / Export Tool
The following updates are now available for the Method Import / Export tool:
Common tables - When choosing to import or export tables, only "Common tables" are shown initially. To show the rest of the tables, simply unclick Show only common tables?.
Customer and Vendor tables - The Customer ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Contacts
Fixed (#3349) - when the screen initially loaded for a new contact, the “Email notification” checkbox was not appearing. This has now been fixed to appear when the ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Sales Order
Fixed (#3323) - when loading a lead or customer from the grid on the left, if a different lead/customer was selected from the current transaction, their information was loaded onto ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Invoice
Fixed (#3323) - when loading a lead or customer from the grid on the left, if a different lead/customer was selected from the current transaction, their information was loaded onto the ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Estimate
Fixed (#3323) - when loading a lead or customer from the grid on the left, if a different lead/customer was selected from the current transaction, their information was loaded onto the screen. ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Contacts List
New - new screen that allows for adding and editing of contacts for an entity. (QBD & QBO)
Contacts
Improved - before we attempt to save a contact, we now verify ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
New Document
Fixed (#3279) - when clicking the upload window closed, if no document was uploaded the “Name” field would show a “-1”. This was caused by no document ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
New Document
Improved - when uploading a new document through the upload attachment window, the document name will now be automatically filled in provided the “Name” field is ...
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In last weeks blog I was raving about the new capabilities we’ve added to Method CRM allowing you to attach documents to leads, customers, opportunities, cases and solutions. Now we’ve gone one step further and extended this capability to some of the most common transactions in QuickBooks. Which transactions? Thought ...
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