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Method:CRM

 

Release Notes

March 2020 - Posts

  • Method Updates - April 1, 2020

    The following updates are now live for users of Method.


    Bug fixes

    • Fix an issue where audit trail export datetime format is not matching the grid.
    • Fix an issue where Invoice Ref Number is not populated for Auto Apply Payments.
    • Fix an issue where discount is calculated incorrectly for transactions having group items with subtotals for QB Desktop accounts.
    • Fix an issue where subtotals are calculated incorrectly for Bills and Purchase Orders for QB Desktop accounts.

    Regards,
    Laks.

    Posted Mar 31 2020, 12:34 PM by Laks_Method with no comments

  • Method Updates - March 19th, 2020

    The following updates are now live for users of Method.


    Bug fixes

    • Fix an issue where non printable group items are getting printed on Sales Order reports.
    • Fix an issue where Subtotal is calculated incorrectly if there is more than one subtotal and a discount line item inbetween for QBDT.
    • Fix an issue where amount is not updated to $0 when all line items are deleted for QBO.
    • Fix an issue where Sales tax code auto populates on unsaved description only lines for QBO.
    • Fix an issue where incorrect error message is thrown if the Customer does not have a email address but trying to send an email.


    Regards,
    Laks.

    Posted Mar 19 2020, 04:33 PM by Laks_Method with no comments

  • Method Updates - March 17th, 2020

    The following updates are now live for users of Method.

    Bug fix

    • Fix an issue where Estimate List screen is not showing estimates in the right order for some accounts.

    Soap API

    • Update API Web service URL page to denote 'To be Deprecated' endpoints.


    Regards,
    Laks.

    Posted Mar 16 2020, 02:02 PM by Laks_Method with no comments

  • Method Updates - March 16th, 2020

    The following updates are now live for users of Method


    New Feature

    • QBDT - New action to Merge an Entity/Contact or Swap a Contact.
    • QBO - New action to Merge a Customer Lead or a Contact.


    Regards,
    Laks.

    Posted Mar 16 2020, 10:49 AM by Laks_Method with 2 comment(s)

  • Method Updates - March 12th, 2020

    The following updates are now live for users of Method.

    New Feature

    • QBO - Insert Name and Company Name (if applicable) to Bill and Ship Addresses for all transactions if QuickBooks does not return the same.

    Bug fix

    • QBDT - Fix Lead Converted Date time for Entities to match user timezone.

    Regards,
    Laks.

    Posted Mar 11 2020, 10:30 AM by Laks_Method with no comments

  • Method Updates - March 11th, 2020

    The following updates are now live for users of Method.


    Bug fix

    • QBO UK - Fix an issue where users are unable to update/remove discount.

    Regards,
    Laks.

    Posted Mar 11 2020, 08:36 AM by Laks_Method with no comments

  • Method Updates - Mar 5th, 2020

    The following updates are now live for users of Method.

    New Feature

    • QBDT - Sync Class bidirectionally for Customers and Vendors.

    Bug fix

    • Fix an issue where deletions are not being recorded in Audit Trail.

    Regards,
    Laks.

    Posted Mar 04 2020, 10:23 AM by Laks_Method with no comments

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