December 2014 - Posts

• Method: Classic Updates - Dec 17, 2014

  The following updates will soon be made live for users of Method:Classic.  The following updates are planned for December 17, 2014. Improvement - Auto-Apply logic has been added for payments made through QBO. (Tickets 4863, 2982) Fix - QBO Payments in transactions tab in Customer screen shows the updated unapplied portion of the payment. This previously caused the balance in the transactions tab to not match the customer balance. (Tickets 4864, 4874) Fix - Resolve Conflicts for QBO Payments was unable to resolve the conflict of confirming a deleted payment. Instead would display 'Object Not Found'. (Ticket 4869) Fix - System tables showing as tables that need to be deleted when downgrading from Method CRM Pro to Method CRM. (Ticket 5175) Fix - Conditional warnings do not show in Internet Explorer. (Ticket 5025) Enjoy, Paul Posted Dec 15 2014, 09:33 PM by Method_Paul with no comments

• Method: Classic Updates - Dec 2, 2014

  The following updates are now live for all Method users as of December 2, 2014.  The following updates are now live, as of Dec 2nd. Fix - Duplicate invoices created on QBO sync if an initial balance is set (Ticket 2813) Fix - Terms getting set to Date Driven on Save, during QBO Sync (Ticket 3906) Fix - Google Calendar not syncing from Google to Method (Ticket 4765) Fix - Company Name not appearing in address when synced from gmail gadget (Ticket 2785) Fix - Friendly error message needed to handle disabled shipping on QBO Sync (Ticket 4894) Fix - PurchaseOrderLine table was showing 'Item' as a required field in Insert Record into Table action, even though it is not required (Ticket 4808) Fix - Sync Engine not handling empty PurchaseOrderLines if no Item was specified, and inserted via Insert Records Into Table, instead of the screen, and if there were related records or fields (Ticket 4809) Fix - No ability to reset SmartVault connection to use a different vault, if the QuickBooks Desktop account (Ticket 4678) Fix - Rounding of decimals includes too many decimal places on a copied screen (Ticket 4561) Fix - QBO Reconnect was going to wrong domain, causing a red security banner in the Intuit Reconnect Page (Ticket 5004) Fix - Copying CRM_Activities List generates error (Ticket 4990) Fix - Subtotal line on Estimate not working like in QuickBooks (Ticket 3671) Fix - Improvement to Google Calendar Sync not occuring automatically (Ticket 4907) Enjoy, Paul Posted Dec 02 2014, 11:23 AM by Method_Paul with no comments