Method Community

Method:CRM

 

Release Notes

  • Method Updates - Apr 9th, 2019

    The following updates are now live for users of Method.

    New Features

    • Ability to configure Title and Description on calendar events (PL-20160)
    • Ability to display resource on hover of calendar events (PL-20168)

    Regards,

    Michael

    Posted Apr 08 2019, 09:21 AM by Method_Michael with no comments

  • Method Updates - Apr 2nd, 2019

    The following updates are now live for users of Method.

    Bugs

    • Fixed various issues with criteria builder not loading as expected. (PL-21412, PL-21425)

    Regards,

    Michael

    Posted Apr 01 2019, 03:16 PM by Method_Michael with no comments

  • Method Updates - Mar 27th, 2019

    The following updates are now live for users of Method.

    New Features

    • Call Another Action set is now Call Routine. (PL-20239)

    Bugs

    • Fixed issue with Grid Filter view values sometimes blanking out on edit. (PL-20744)

    Regards,

    Michael

    Posted Mar 26 2019, 03:31 PM by Method_Michael with no comments

  • Method Updates - March 20th, 2019

    The following updates are now live for users of Method

    New Features/Updates for QBO users

      • One Sync to handle QBO integration. No more 2 different syncs.
      • Hyperlink for users to "Perform Sync"
      • Hyperlink for users to "View Details"
      • Tooltip to let users know that clicking on "Perform Sync" is not necessary for Sync
      • Notification text on the top right when a user clicks on "Perform Sync"
      • New QuickBooks Connection Status
      • Move Full Sync to troubleshooting
      • Rename Sync Frequency to Auto Sync Frequency and update text to reflect latest sync changes
      • Change Started At to Started in View Details
      • Change Finished At to Completed in View Details
      • Remove Type from View Details
      • Change text under "Let Method Assign Transaction Numbers" to tooltip

    Regards,
    Laks

    Posted Mar 18 2019, 05:20 PM by Laks_Method with no comments

  • Method Updates - March 18th, 2019

    The following updates are now live for users of Method

    New Sync Engine V25 made available for all users

    New Feature

    • New option to set Unit Of Measure sync preference from Method
    • New option to Check for updates from Engine
    • Updated Certificates
    • Started logging Engine version and type
    • Ability to differentiate MSIs and Right Networks installations with version numbers under Help

    Bug fixes

    • Update log path to take user to Method Integration folder if no logs were found
    • Update 'Temp log path' to 'log path' under Help
    • Remove QuickBooks dlls from installation package

    Regards,
    Laks

    Posted Mar 18 2019, 11:08 AM by Laks_Method with no comments

  • Method Updates - Mar 14th, 2019

    The following updates are now live for users of Method.

    New Features

    • Minor updates to the Company Email Preferences UI (PL-20723)

    Bugs

    • Updates to Method System emails to help reduce them getting flagged as spam (PL-20598)

    Regards,

    Michael

    Posted Mar 13 2019, 04:29 PM by Method_Michael with no comments

  • Method Updates - Mar 12th, 2019

    The following updates are now live for users of Method.

    New Feature

    • Added 2 new parameters to the Send Email action in preparation of improved email tracking.

    Regards,

    Michael

    Posted Mar 11 2019, 03:07 PM by Method_Michael with no comments

  • Method Updates - March 4th, 2019

    The following updates are now live for users of Method


    New Sync Engine

    New Feature

    • New option to set Unit Of Measure sync preference from Method
    • New option to Check for updates from Engine
    • Updated Certificates
    • Started logging Engine version and type
    • Ability to differentiate MSIs and Right Networks installations with version numbers under Help

    Bug fixes

    • Update log path to take user to Method Integration folder if no logs were found
    • Update 'Temp log path' to 'log path' under Help
    • Remove QuickBooks dlls from installation package
    Note: Only New sign ups starting March 4th, 9.30 am EST will start getting the New Sync Engine. Existing users can install the new one from any of our download links and they will be prompted for auto updates in the next couple of weeks.

    Regards,

    Laks

    Posted Mar 04 2019, 05:49 PM by Laks_Method with no comments

  • Method Updates - Feb 19th, 2019

    The following updates are now live for users of Method.

    New Feature

    • QBO - Support for Preferred Vendor field in Item (PL-18259)

    Regards,
    Laks

    Posted Feb 19 2019, 08:24 AM by Laks_Method with no comments

  • Method Updates - Jan 28th, 2019

    The following updates are now live for users of Method.

    New Feature

    • QBO Invoice - Sync two new fields Cards and Free Bank Transfer
    • QBO - Sync with Customer-facing company address

    Regards,
    Laks

    Posted Jan 24 2019, 10:26 AM by Laks_Method with no comments

  • Method Updates - Jan 17th, 2019

    The following updates are now live for users of Method.

    New Feature

    • QBDT - Sync Multiple ship addresses (PL-19415)

    Bugs

    • Fixed issue with URL validation when using the Call Web Service action. (PL-20010)

    Regards,

    Laks

    Posted Jan 16 2019, 03:10 PM by Laks_Method with no comments

  • Method Updates - Jan 9th, 2019

    The following updates are now live for users of Method.

    Bugs
    • Updated the Invoice/Estimate/Sales Receipt apps to help support description only-line items for QuickBooks Online users. (PL-19464)
    • Improved sort order of transaction line item grids. (PL-19217)
    • Resolved a scenario where certain fields were not showing/hiding for Group/Bundle items. (PL-13676)
    • Fixed a typo for the Price Level caption in the Contacts app. (PL-16260)
    • Fixed a typo for the Assigned To caption in the Sales Orders app. (PL-15943)

    Cheers,


    Ashur

    Posted Jan 08 2019, 11:48 AM by Method_Ashur with no comments

  • Method Updates - Jan 3rd, 2019

    The following updates are now live for users of Method.

    New Feature

    • New Printable Sales Order and Purchase Order templates for QuickBooks Desktop and QuickBooks Online users. (PL-19017 & PL-19018)

    Cheers,


    Michael

    Posted Jan 03 2019, 10:13 AM by Method_Ashur with no comments

  • Method Updates - Dec 20th, 2018

    The following updates are now live for users of Method.

    New Feature

    • Released Recurrences for Activities - allowing users to schedule daily/weekly/monthly events similar to Google Calendar. (PL-19080)
    • New Printable Estimate template for QuickBooks Online users. (PL-19667)
    • New Printable Sales Receipts templates for QuickBooks Desktop and QuickBooks Online users. (PL-19016)
    Bugs
    • Bug fixes and optimizations for the Activities app. (PL-20087)
    • Corrected typos on the Cases and Opportunities apps. (PL-15261)
    • Updated State Code dropdown on the Web To Lead to include missing States. (PL-19785)

    Cheers,


    Michael

    Posted Dec 20 2018, 04:27 PM by Method_Ashur with no comments

  • Method Updates - Dec 13th, 2018

    The following updates are now live for users of Method.

    New Feature

    • Method Labs now available via Preferences > Display. (PL-19851) 
    Bugs
    • Fixed various Recurrence Widget issues. (Various tickets)
    • Fixed issue with using decimal values with Date Function action. (PL-19838)
    • Fixed issue with o date format when using the Date Function action. (PL-19838)
    • Fixed issue with timezones that on occasion was causing a blank dashboard. (PL-19908)

    Cheers,


    Michael

    Posted Dec 11 2018, 10:40 AM by Method_Hector with no comments
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