Method Community

 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Opportunity Fixed (#3210) - if an activity was related to an opportunity but did not have a contact assigned, an error message was appearing when attempting to save the activity. ...

 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Customer New (#3162) - when creating a new customer you can now make that customer a sub-customer just like you can in QuickBooks Online (“QBO”).  Previously this was not ...

 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Documents Tab New - a new tab called “Documents” has been added to the “CRM” tab group for all Method accounts which is dedicated to the document library in Method CRM. ...

"More" feature for tabs and tab links, new 2 year sync option The following updates are now available on the "January" version of Method. Tabs and tab Links have a "More" feature - If you have many tabs, or many tab links under a tab, you have probably seen them wrap onto a 2nd line. This can be ugly, and also ...

Read-only pictures, two new display palettes The following update are now available on the "January" version of Method. Display Palettes - You now have "Method Blue" and "Method Teal" standard displays options under Customize > Display. Read-only pictures - You can now edit a picture or attachment object and ...

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

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online QuickBooks Invoice Fixed (#3164) - when clicking Print > Print Selected or Print > Print All, an error message was appearing.  This was a result of the “Generate Report” action ...

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

Resolve Conflicts improvements The following update are now available on the "January" version of Method. Resolve Conflicts - The More Info link now shows you more readable values from the conflicted record, instead of the raw values.  For example, instead of showing you "CustomerRef=4", you now see "Customer=Bob ...

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