March 2012 - Posts

• Method Platform Updates - March 31, 2012

  Updated Import / Export Tool The following updates are now available for the Method Import / Export tool: Common tables - When choosing to import or export tables, only "Common tables" are shown initially.  To show the rest of the tables, simply unclick Show only common tables?. Customer and Vendor tables - The Customer and Vendor tables now only export non-leads. New Customer Lead and Vendor Lead virtual tables have been added to the list.  These tables only export leads.  If you import into these tables, and do not have an IsLeadStatusOnly column in your import file, they will automatically be imported as leads. New Customer and Customer Lead and Vendor and Vendor Lead virtual tables have been added.  These tables export both leads and non-leads. Button styling has been updated to match the latest styling inside Method. A new Method CRM Help Center article has been written, click here to view it. Enjoy, Paul   Posted Mar 31 2012, 02:00 PM by Method_Paul with no comments

• Method CRM Updates - March 30, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Fixed (#3349) - when the screen initially loaded for a new contact, the “Email notification” checkbox was not appearing.  This has now been fixed to appear when the screen loads.  (QBD & QBO) Contacts List Fixed (#3349) - when the screen initially loaded for a new contact, the “Email notification” checkbox was not appearing.  This has now been fixed to appear when the screen loads.  (QBD & QBO) Cheers, Danny     Posted Mar 30 2012, 08:18 AM by Anonymous with no comments

• Method CRM Updates - March 29, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Sales Order Fixed (#3323) - when loading a lead or customer from the grid on the left, if a different lead/customer was selected from the current transaction, their information was loaded onto the screen.  (QBD & QBO) Thanks, Danny     Posted Mar 29 2012, 09:35 AM by Anonymous with no comments

• Method CRM Updates - March 28, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Invoice Fixed (#3323) - when loading a lead or customer from the grid on the left, if a different lead/customer was selected from the current transaction, their information was loaded onto the screen.  (QBD & QBO) Cheers, Danny   Posted Mar 28 2012, 08:29 AM by Anonymous with no comments

• Method CRM Updates - March 17 - March 27, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Estimate Fixed (#3323) - when loading a lead or customer from the grid on the left, if a different lead/customer was selected from the current transaction, their information was loaded onto the screen.  (QBD & QBO) Cheers, Danny Posted Mar 27 2012, 11:01 AM by Anonymous with no comments

• Method CRM Updates - March 15 - March 16, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts List New - new screen that allows for adding and editing of contacts for an entity.  (QBD & QBO) Contacts Improved - before we attempt to save a contact, we now verify that the contact has a full name assigned.  This prevents contacts being created that are not assigned to an entity.  (QBD & QBO) Fixed - now the “Email Confirmation” checkbox only appears when the entity is a customer. (QBD & QBO)   Vendors List New  - similar to the customer and lead screens, we’ve now added the ability for vendors to add an unlimited amount of contacts.  This was already available for QuickBooks Desktop but not QuickBooks Online.  (QBO) Improved - under the “Activities” tab section, when you click on “New Activity” you are taken to the Method 2.0 style activity screen vs. the older style activity screen. (QBD & QBO) Improved - under the “Activities” tab section, when you click on “Go To” in the activities grid you are taken to the Method 2.0 style activity screen vs. the older style activity screen. (QBD & QBO) Fixed (#2920) - when clicking on the Add/Edit Contacts button you are now taken to the new ContactsList screen.  This allows you to add/edit contacts vs. only adding contacts.  (QBD) Cheers, Danny     Posted Mar 16 2012, 08:06 AM by Anonymous with no comments

• Method CRM Updates - February 28 - March 14, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Document Fixed (#3279) - when clicking the upload window closed, if no document was uploaded the “Name” field would show a “-1”.  This was caused by no document being uploaded.  Now we verify that a document has been uploaded first before attempting to fill in the “Name” field.  (QBD & QBO) Cheers, Danny   Posted Mar 14 2012, 08:48 AM by Anonymous with no comments