Method Community

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Opportunity Fix - the Activity Type dropdown list now filters to show only types with IsAppSpecific = No. (QBD & QBO) Fix - the Follow-up Activity Type dropdown list now filters to show ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activities List New - a new linked field has been added to the Activity table called “ActivityTypeIsAppSpecific”. (QBD & QBO) Fix - all filter views for the existing activities ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Type New - a field called “App Specific?” has been added to the screen and indicates if the activity type is used by a specific Method app.  By default, the activity type ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Lead New - Lead Source dropdown located under the ‘Lead Information’ section now provides the option to add new values to the Lead Source dropdown list by clicking the dropdown ...

Call Web Service Action The number of parameters allowed on the Call Web Service action has been increased from 5 to 10.  Long term, we plan to make this unlimited. Due to your feedback that it has been difficult to debug the Call Web Service action, we created a test environment.  I think you'll really like this.  Just ...

  Mobile Invoice When a Customer is selected the Rep field is populated with the Sales Rep that is assigned to the Customer (QuickBooks Desktop) Set default grid filter to Shared Invoices for Today (QuickBooks Desktop and QuickBooks Online) Mobile Estimate When a Customer is selected the Rep field is ...

Customer and Contacts List Updated - ‘Balance’ column to be a fixed width. (QBD & QBO) Portal Cases Fix - activities that are inserted for an existing Case through the portal will now fill in the “Contacts” field in the Cases table with the logged in user from the portal.  Prior to CRM 2.0, ...

Method Field Services updates Fix - The Field Service Dashboard screen had links to CRM activities, cases and opportunities.  These were pointing to the old version of Method CRM, so they were dead links for new users and users who recently upgraded.  A check is now done to see if you are using the new CRM 2.0, and if so, it ...

It's no secret that we've been working on a QuickBooks Online version of Method CRM for some time now.  We announced that we were working on it at Scaling New Heights in May to our Method Solution Providers. We were then highlighted by Alex Barnett from Intuit with an early version using Intuit Anywhere.  Finally, we entered ...

Method Platform updates New - 'Method Coach' now sends you notification emails when you complete setup tasks and recommends your next steps.  Read more: http://miurl.cc/Coach New - Resolve Conflicts now has a Clear link to ignore the conflict, and a Clear All button to ignore all conflicts. New - You now have the ability to ...