Method Community

Method:CRM

 

Release Notes

  • Method Updates - Aug 19th, 2019


    The following updates are now live for users of Method

    New Features/Updates

    • Field validation now validates against malicious conent such as scripts. (PL-23166)

    Fixes

    • Fixed issue with null passwords when sending emails. (PL-23435)
    • Fixed issue with checkbox controls not wrapping which caused some fields to overlap. (PL-23337)
    • Fixed issue with grids showing desktop fields on mobile in some cases. (PL-20375)

    Regards,

    Michael

    Posted Aug 19 2019, 10:10 AM by Method_Michael with no comments

  • Method Updates - Aug 7th, 2019

    The following updates are now live for users of Method

    New Features/Updates

    • New tax calculations preferences for QBO US. (PL-23080)
    Fixes
    • Fixed issue with App Routines being hidden on accounts in some scenarios. (PL-23243)
    • Fixed issue with attachment widget losing attachments on unsaved screens. (PL-23063)
    • Fixed issue with images in dropdowns causing errors. (PL-23183)
    • Fixed issue with transaction templates not loading if group items with subtotals are used. (PL-22210)

    Regards,

    Michael

    Posted Aug 06 2019, 01:10 PM by Method_Michael with no comments

  • Method Updates - August 1st, 2019

    The following updates are now live for users of Method

    Bug fixes

    • Transactions to respect Customer tax preference for group items
    • Tax calculation to prioritize tax preference of the line item if changed for any transaction
    • QBDT Estimates - Handle subtotal items with tax code if the Customer tax code is Non
    • Stop populating rate for a description only line item if it is next to a subtotal line item


    Regards,
    Laks

    Posted Jul 31 2019, 04:28 PM by Laks_Method with no comments

  • Method Updates - July 31st, 2019

    The following updates are now live for users of Method

    New Features/Updates

    • App Routines can now be run on a schedule or be processed in the background. Learn More

    Regards,

    Michael

    Posted Jul 31 2019, 06:20 AM by Method_Michael with no comments

  • Method Updates - July 29th, 2019

    The following updates are now live for users of Method

    New Features/Updates

    • Attachment widget now validates against malicious file types. (PL-23189)


    Regards,

    Michael

    Posted Jul 26 2019, 03:26 PM by Method_Michael with no comments

  • Method Updates - July 18th, 2019

    The following updates are now live for users of Method

    QBO Updates

    • Upgrade QBO sync to support Intuit throttling limits of 10 requests per second

    Regards,

    Laks

    Posted Jul 18 2019, 02:57 PM by Laks_Method with no comments

  • Method Updates - July 16th, 2019

    The following updates are now live for users of Method

    New Features/Updates

    • Starting today we will be gradually rolling out technology improvements to batches of accounts. With these improvements, you should see a boost in performance as well as some minor UI changes and several bug fixes. The rollout will happen over a 3-4 week period.


    Regards,


    Michael

    Posted Jul 15 2019, 10:35 AM by Method_Michael with no comments

  • Method Updates - July 15th, 2019

    The following updates are now live for users of Method


    New Features/Updates

    • Ability to search multiple RecordIDs in Method New Audit Trail
    • Update Audit Trail Grid to show 25 records per page
    • Deprecation message about Audit Trail for Method Classic users in System page and Export
    Bugs
    • Fixed issue with Call Routine action where it was not showing Controls for App Routines. (PL-22927)
    • Fixed issue with App Routines builder where Loop through table actions were not deletable (PL-22926)
    • Fixed issue with App Routines where in some cases it was using archived routine instead of the published routine. (PL-22925)


    Regards,
    Laks

    Posted Jul 12 2019, 03:30 PM by Laks_Method with no comments

  • Method Updates - July 3rd, 2019

    The following updates are now live for users of Method

    New Feature

    • Method New - Audit Trail System Page under Account Settings to be made LIVE for all accounts
    • App Routines are now available to be used in customization.  Learn More

    Regards,
    Laks

    Posted Jul 02 2019, 01:31 PM by Laks_Method with no comments

  • Method Updates - July 2nd, 2019


    The following updates are now live for users of Method


    New feature

    • All emails sent via Method are now displayed in a central location to administrators. If the emails are sent using Methods email server you will also see clicks and opens for that email. Learn More

    Regards,

    Michael

    Posted Jul 02 2019, 07:27 AM by Method_Michael with no comments

  • Method Updates - June 27th, 2019

    The following updates are now live for users of Method


    New feature

    • Add a new field IsPrintItemsInGroup for two tables Sales Receipt Line and Sales Order Line.

    Bug fix

    • QuickBooks Desktop - Reduce the size of RefNumber characters to align with QuickBooks.


    Regards,
    Laks

    Posted Jun 26 2019, 02:11 PM by Laks_Method with no comments

  • Method Update - June 26th, 2019

    The following updates are now live for users of Method

    New Feature

    • Multiple ship addresses are now accessible from Invoices, Estimates, Sales Orders, Sales Receipts and Purchase Orders app
      • Only access is enabled to the addresses and not add/edit capability
      • Multiple Ship addresses need to be enabled in QuickBooks for this to work in Method
      • Available to QuickBooks Desktop users

    Best,

    Daniel Adonai

    Product Manager - Stock Apps

    Posted Jun 26 2019, 10:29 AM by Daniel Adonai with no comments

  • Method Updates - June 24th, 2019

    The following updates are now live for users of Method

    New Feature

    • Sync Credit Memos for QBO
    • Log Reset computer name to Audit Trail


    Regards,
    Laks

    Posted Jun 21 2019, 04:04 PM by Laks_Method with no comments

  • Method Updates - June 5th, 2019

    The following updates are now live for users of Method

    Improvements

    • QBO and QBD - Allow negative cost and price for Non inventory and Service items
    • QBO - New conflict message for Sync abort due to Custom field exceeding character limit
    • QBO - Update Auto frequency text in Preferences reflecting new processing time from QuickBooks to Method

    Bug fixes

    • Fix linked field not showing up on Customer table for Class
    • Fix sync timestamp issue in Viewdetails
    • Clear general error automatically on the next successful sync
    • Sync TimeTracking through API rather than being dependent on Manual/Background sync


    Regards,
    Laks

    Posted Jun 04 2019, 03:54 PM by Laks_Method with no comments

  • Method Updates - May 30th, 2019

    The following updates are now live for users of Method

    Bug fixes

    • Fix QBO Multitenant issue where users are unable to Authorize to OAuth2
    • Fix issue where Connect/Disconnect button disappears for certain QBO accounts


    Regards,
    Laks

    Posted May 29 2019, 04:03 PM by Laks_Method with no comments
More Posts Next page »

This Blog

Syndication

Archives