August 2011 - Posts
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The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
New Manual
- The Method Field Services Quick Start Guide has been updated and improved to reflect the changes over the last few months, including the upgrade to the new Method CRM 2.0 back end. (QBD)
- Paul
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The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
Time Tracking
- Method CRM now syncs with QuickBooks Online Time Activities. This means you can now build screens and business processes that insert time for billing and payroll into QuickBooks Online! (QBO)
- The standard Time Tracking screen has been enabled under the QuickBooks tab group, Employees > Time Tracking. (QBO)
Invoices
- Method now syncs Ship Date, Ship Method and Ship Tracking Number. These were previously unavailable for QuickBooks Online, and only made available recently by Intuit. (QBO)
- Paul
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The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
Leads Reports
- Addressed potential issue with “null” values that may have prevented a report from displaying. (QBD & QBO)
- Changed logo at the top left to be 400 X 60 to support larger company logos. (QBD & QBO)
- Michael
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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 only types with Is App Specific = No. (QBD & QBO)
Edit Opportunity
- New - Documents grid now has two new filter views. (QBD & QBO)
- Shared Documents - which displays all documents that are viewable based on the Shared List permissions.
- My Documents - which displays all documents that are assigned to the logged in user.
- New - you can now duplicate an opportunity from any tab section by going to More actions > Duplicate Opportunity. In the past, you were only able to do this from the Additional Info tab section. (QBD & QBO)
- New - each tab section now contains the same buttons as the first tab section, therefore cutting down the amount of clicks needed to navigate and perform screen functions such as Save, Go Back or Save & Close. (QBD & QBO)
- 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 only types with Is App Specific = No. (QBD & QBO)
New Case
- 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 only types with Is App Specific = No. (QBD & QBO)
Edit Case
- New - Documents grid now has two new filter views. (QBD & QBO)
- Shared Documents - which displays all documents that are viewable based on the Shared List permissions.
- My Documents - which displays all documents that are assigned to the logged in user.
- 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 only types with Is App Specific = No. (QBD & QBO)
Cheers,Danny
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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 list grid now use the filter condition IsAppSpecific = No. If you would like to have a specific activity type show on this list, edit the activity type under the Activities > New Activity screen by clicking the (...) next to the Activity Type dropdown list. (QBD & QBO)
Activity Calendar
- New - the Activity Calendar now filters to show only activity types with IsAppSpecific = No. If you would like to have a specific activity type show on the calendar, edit the activity type under the Activities > New Activity screen by clicking the (...) next to the Activity Type dropdown list. (QBD & QBO)
Vendor List
- Fix - buttons for New Bill, New Credit, New Purchase Order, New Check and New Item Receipt were not working properly. An error message was appearing regarding a missing tab link. This is now resolved. (QBD)
- Fix - the links for “Go To” under the transactions tab section were not working properly. (QBD)
Cheers,Danny
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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 “Work Order” has this turned on since this is used by Method Field Services and Method Scheduling and Invoicing. (QBD & QBO)
- New - a field called “Description” has been added to the screen and provides a short description of each activity type. (QBD & QBO)
- New - the “Existing Activity Types” grid now displays 5 new columns, providing a quick glance of all your settings for each activity type. The names of these columns are (QBD & QBO):
- Description
- Show On Calendar?
- Cause Reminder?
- App Specific?
- Auto Create Follow Up?
- New - the “Description” field can be spell checked by going to More actions... > Spell Check - Description. (QBD & QBO)
New 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 “Work Order” has this turned on. (QBD & QBO)
- New - a field called “Description” has been added to the screen and provides a short description of each activity type. (QBD & QBO)
- New - the “Description” field can be spell checked by going to More actions... > Spell Check - Description. (QBD & QBO)
New Activity
- 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 only types with Is App Specific = No. (QBD & QBO)
The following screens will be updated in the next couple days to reflect the changes for the “app specific” checkbox for activity types.
- Activities List
- Activity Calendar
- New Opportunity
- Edit Opportunity
- New Case
- Edit Case
Cheers,Danny
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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 arrow and clicking “< Add New >”. (QBD & QBO)
- New - Lead Source dropdown located under the ‘Lead Information’ section now provides the option to add or edit values in the Lead Source dropdown list by clicking the ( … ) next to the dropdown arrow. (QBD & QBO)
New Activity
- Fix - When selecting an email template to use in the “Send Email” section, the mail merge fields were not updating correctly for the Entity table.(QBD & QBO)
- Fix - When selecting an email template, the “Send an Email?” checkbox was not getting checked automatically.(QBD & QBO)
- Fix - if no “To” address was entered when checking the “Send an Email?” checkbox, the email address of the contact was not being entered automatically. Now if no email address is entered, the contacts email address will be entered. (QBD & QBO)
- Fix - mail merge for “Contacts”, “Cases” and “Opportunity” were not merging when clicking any of the “Save” buttons. (QBD & QBO)
- Fix - removed “Save & Edit” button on Activity screen. This was confusing since no additional options were provided by going to the Edit Activity screen. Now the “Edit Activity” screen will only appear if an activity is selected from the Activity List. (QBD & QBO)
- Fix - when clicking More actions... > Clear / New, if the “Schedule a Follow-up”, “Schedule a Recurring Activity” or “Send an Email” sections were showing, they would not hide automatically. Now when the screen is cleared, these sections will hide properly. (QBD & QBO)
- New - if the checkbox for “Send an Email?” is checked and the “Save” button is clicked, the “Send and Email?” checkbox will automatically be set to unchecked after the email is sent. (QBD & QBO)
- New - if the checkbox for “Schedule a Follow-up?” is checked and the “Save” button is clicked, the “Schedule a Follow-up”? checkbox will automatically be set to unchecked after the follow-up is created. (QBD & QBO)
- New - mail merge fields from the Contacts, Cases, Opportunity and Activity table automatically replaced when selecting an email template. (QBD & QBO)
- New - when an email is attached to an existing activity, the “Send an Email” section will appear automatically and the “Send an Email?” checkbox will remain unchecked. This is done to avoid emails being sent twice to a contact. If a user decides they want to re-send the email, they can check the “Send an Email?” checkbox and click Save. (QBD & QBO)
- New - the “Type” and “Follow-up Type” dropdown list will no longer display the “Work Order” activity type to avoid confusion with users using the Method Field Services/Scheduling and Invoicing app. (QBD & QBO)
Activities List
- New - activities with the activity type of “Work Order” will no longer display in the activities list. Since this type of activity is used by Method Field Services/Scheduling and Invoicing app, CRM users would see scheduled services appear on the list that were not CRM related. (QBD & QBO)
New Opportunity
- New - the Activity Type dropdown list no longer displays the type “Work Order”. (QBD & QBO)
- New - the Follow-up Activity Type dropdown list under no longer displays the type “Work Order”. (QBD & QBO)
Edit Opportunity
- New - the Activity Type dropdown list no longer displays the type “Work Order”. (QBD & QBO)
- New - the Follow-up Activity Type dropdown list under no longer displays the type “Work Order”. (QBD & QBO)
New Case
- New - the Activity Type dropdown list no longer displays the type “Work Order”. (QBD & QBO)
- New - the Follow-up Activity Type dropdown list under no longer displays the type “Work Order”. (QBD & QBO)
Edit Case
- New - the Activity Type dropdown list no longer displays the type “Work Order”. (QBD & QBO)
- New - the Follow-up Activity Type dropdown list under no longer displays the type “Work Order”. (QBD & QBO)
Cheers,Danny
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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 edit the Call Web Service action, click Prepare test environment, then click Go to test environment. You'll be able to test out different parameters, URLs and function, see what the resulting full HTTP POST is that Method generates, plus see the result that the web service call is providing.
Grids
- There was a significant speed improvement on grids. We did a security update about 3 weeks ago that slowed down the rendering of grids. While we haven't removed the security update, we have optimized it to be much faster.
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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 populated with the Sales Rep that is assigned to
the Customer (QuickBooks Desktop)
- Set default grid
filter to Shared Estimates for Today (QuickBooks Desktop and
QuickBooks Online)
-Michael
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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, there was no such field for ‘Contacts’ so this needed to be updated. We’ve also ensured that the name, email and phone number for the inserted activity are pulled from the logged in portal user. (QBD & QBO)
- Fix - the Case dialog was using the the contact name assigned to the case when appending the name to the activity name and date stamp in the dialog. This has now been changed to use the name of the logged in contact for the portal. (QBD & QBO)
Portal New Case
- Fix - activities that are inserted for a new Case through the portal will now fill in the “Contacts” field in the Cases table with the logged in user from the portal. (QBD & QBO)
Cheers,DannyNote: The following indicates which accounting application(s) the release notes apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
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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 redirects you to the new CRM tab links. Note: right now the link goes to the CRM tab links, but since the Activities, Opportunties and Cases tabs don't belong in the Field Service Center by default, no tab is shown at the top. This is a known issue we don't yet have a solution for. You can resolve it yourself by adding these tabs to your Field Service Operations tab group.
- Fix - Similar to above, the Field Service Customers screen had links to the old Activities screen, which were broken if you were on the new CRM 2.0.
- Fix - Also related to the same problem described above, the Field Service Post to QB screen had a link to the old version of the Time Tracking screen. It is now pointed to the QuickBooks Time Tracking screen for CRM 2.0 users.
Cheers,
Paul
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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 adjust the alignment of grid columns in the grid wizard.
- New - For QB Online beta testers, a Sync icon has been added to the top-right that let's you initiate a sync.
- New - We have established a "Content Delivery Network" called MethodCDN.com which we are routing javascript and images through. This is geeky stuff, but it causes Method to run slightly faster because your browser can send more requests at the same time.
- Fix - There was a problem with dropdowns in Chrome where in some situations the results of the dropdown would appear hidden, so you would still see "Loading..." even though the results were ready to be click on. Once you moved your mouse over top, the rest of the dropdown appeared. It is actually a Chrome bug, but we found a workaround.
- Fix - There was a problem in Chrome when changing the caption of a grid column in step 2 of the grid wizard. The caption would change, but you'd get an ambiguous error message. This is now resolved.
- Fix - Tab links weren't getting dynamically created for CRM 2.0 tabs. When you create a new screen and assign it to a tab, the tab link should show up automatically. However, with the new CRM 2.0 tabs this wasn't working properly, and would only show up once you signed out and signed back in.
- Fix - There was a bug where editing an existing customer would cause the Contact Name on the associated Contact to go blank. The affected Contact Names have been restored, and the issue is now resolved.
- Fix - A security update caused HTML tags like <b> and <i> to be displayed in the body of some screens, such as the Cases screen, instead of actually rendering the HTML properly. We resolved the issue by adding these tags to our security validation.
Cheers,
Paul
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Customers and Contacts List
- New - ‘My Inactive Customers and Contacts’ filter view. (QuickBooks Desktop and QuickBooks Online)
- New - ‘My Customers and Contacts with a Balance greater than 0’ filter view. (QuickBooks Desktop and QuickBooks Online)
- New - ‘Shared Inactive Customers and Contacts’ filter view. (QuickBooks Desktop and QuickBooks Online)
- New - ‘Shared Customers and Contacts with a Balance greater than 0’ filter view. (QuickBooks Desktop and QuickBooks Online)
- New - column added for ‘Balance’ field. This field displays the current balance from QuickBooks since the last sync. The balance will only show for the main contact for the customer. (QuickBooks Desktop and QuickBooks Online)
Leads and Contacts List
- New - ‘My Inactive Leads and Contacts’ filter view. (QuickBooks Desktop and QuickBooks Online)
- New - ‘My Leads and Contacts with Lead Status = Open’ filter view. (QuickBooks Desktop and QuickBooks Online)
- New - ‘Shared Inactive Leads and Contacts’ filter view. (QuickBooks Desktop and QuickBooks Online)
- New - ‘Shared Leads and Contacts with Lead Status = Open’ filter view. (QuickBooks Desktop and QuickBooks Online)
- New - column added for “Lead Source” field. This field can be modified from the New Lead or Edit Lead screen and is associated with the main contact for the lead. (QuickBooks Desktop and QuickBooks Online)
Cheers,
Danny 
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Converting Estimates to Budget / Contracts
- A new Estimate screen (tab-link) added
to create Estimates and quickly convert them to Budget / Contracts.
Budget / Contacts
- New feature to load templates
(described in detail below).
- Platform update now ensures budget
lines with decimal values will display when creating an invoice from a Budget /
Contact.
- Update to actions on ‘select’ to call
another action set from the summary section to update summary values on first
click rather than several clicks of ‘select’.
Budget / Contact Templates
- A new feature added to the Budget /
Contracts screen to select from a list of pre-defined templates or frequently
used group of Budget / Contract lines. The new screen is
‘ProService_BudgetTemplates’.
Activities
- Updates to ensure contact name and
phone are populated if that data exists.
- Modified and added on-screen load
actions to accommodate for new Activities created from the Customer List
screen. Prior to this update, the New Activity button was not calling the
proper screen.
Time Tracking
- Update when clicking ‘select’ the Time
Tracking record will display if the screen was accessed via the Dashboard.
- Update to basic math actions on all
Saves to ensure small amounts of Time will flow through the action results as
intended and not round.
Invoices
- The Invoice screen updated to reflect
recent changes to the new standard Invoice screen from Method. Some of the
changes include; a fresh cosmetic look and email notifications feature. This
does not accommodate the new shared lists feature yet.
Customer List
- Update to the ‘New Activity...’ button
under the Activities section to call the Pro Services version of the Activity
screen.
Received Payments
- The Receive Payments tab-link was
removed from the App to be consistent with the new CRM approach. This tab-link
was referencing the original Method screen that still appears under the
‘QuickBooks’ tab groups.
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