Method Community

December 15, 2014

Activities 

• Fixed issue with follow-up activities defaulting to completed
  

January 15, 2015

Contacts

• Fixed issues with adding new contacts from app ribbon (ticket #4607,4189)
• Fixed issue with phone number overwriting postal code on creating new contact (ticket #4570)
• Updated filters in grids and drop downs with improved filters to account for QBO vs QBD difference. (ticket #5237)
• Fixed issue with othername not saving address info (ticket #5254)
• Updated app to be ready for the release of the opportunties app.

January 16, 2014

Activities 

• Fixed issue with follow-up activity section showing up in cases where its is not supposed to.
• Fixed issue with GoTo Contact on activities not hiding.
• Updated Activities app ribbon summary
• Updated app to be ready for the release of the opportunites app.

January 18, 2014

Invoices 

• Updated filters in grids, drop downs and snapshot with improved filters to account for QBO vs QBD difference
• Fixed issue where tax groups were not showing up on invoices. (ticket #4180)
  
• Updated app to be ready for the release of the opportunties app 

January 18, 2014

Estimates 

• Updated filters in grids, drop downs and snapshot with improved filters to account for QBO vs QBD difference
• Fixed issue where tax groups were not showing up on invoices. (ticket #4180)
  
• Updated app to be ready for the release of the opportunties app 

January 21, 2014

Sales Orders 

• Updated filters in grids, drop downs and snapshot with improved filters.
• Fixed issue where tax groups were not showing up on Sales Order. (ticket #4180)

February 3, 2014

Contacts

• Fixed issue with Auto set name when creating a new contact.
• Fixed issue with loading contact information in the Contact portal home screen.

April 21st, 2015

Contacts App

• *New* Added App Preference snapshot to allow users to set default print and email templates (Ticket AS-587)
• *New* Added Customer:Job field to New Contact & Edit Entity screens (Ticket AS-160)
• *New* Added Customer FullName field to grid in Contact List screen.  Field is hidden by default, but still searchable using basic search. (Ticket AS-123)
• Addressed issue where Contact Name is updated to blank when Contact First and Last Name fields are blank (Ticket AS-623)
• Addressed issue where Placeholder text is visible on screen load (Ticket AS-594)
• Addressed issue where View Contact screen details were not updated when returning from the Edit Contact and Edit Entity screens (Ticket AS-156)
• Updated logic within View Contact screen Back button to close screen instead of remaining open (Ticket AS-149)

Estimates App

• *New* Added App Preference snapshot to allow users to set default print and email templates (Ticket AS-587)
• Addressed issue where App Ribbon text did not update when customer drop down changed (Ticket AS-545)
• Addressed issue where Sales Tax Item did not carry over from Estimate to Sales Order (Ticket AS-138)
• Addressed issue where Total Amount field in Add/Edit Item screen was not visible to end users (Ticket AS-587)

Sales Orders App

• *New* Added App Preference snapshot to allow users to set default print and email templates (Ticket AS-587)
• Addressed issue where App Ribbon text did not update when customer drop down changed (Ticket AS-545)
• Added Customer Message field to New / Edit Sales Order screen (Ticket AS-597)
• Renamed ‘Rep’ to ‘Sales Rep’ (Ticket AS-596)
• Updated naming of TagList field in Sales Order List grid (Ticket AS-614)
• Updated logic around how the Total Amount field is calculated in the Add/Edit Item screen (Ticket AS-587)

Invoices App

• *New* Added App Preference snapshot to allow users to set default print and email templates (Ticket AS-587)
• Addressed issue where App Ribbon text did not update when customer drop down changed (Ticket AS-545)
• Addressed issue where Total Amount field in Add/Edit Item screen was not visible to end users (Ticket AS-587)

Sales Rep App

• Updated Sales Rep List back button to utilize browser history (Ticket AS-585)

Payments App

• *New* Added App Preference snapshot to allow users to set default print and email templates (Ticket AS-587)
• Addressed issue where checkbox column disappeared on Select Invoices to Pay screen (Ticket AS-139)
• Updated logic to ensure new payments are initially created with a value of $0.00 (Ticket AS-132)
• Addressed issue whereby a user received an error when creating a payment record from a customer having a negative balance (Ticket AS-163) 

Activities App

• *New* Added App Preferences to allow users to set default print and email templates (Ticket AS-587)

Terms App

• Updated ‘Terms is active’ to ‘Term is active’ (Ticket AS-615)

April 28th, 2015

Sales Receipts App

• *New* Added App Preference snapshot to allow users to set default email templates (Ticket AS-587)
• Addressed issue where App Ribbon text did not update when customer drop down changed (Ticket AS-545)
• Addressed issue where Sales Tax Group Items are not displaying in Sales Tax Drop Down (AS-588)
• Addressed issue where Total Amount field in Add/Edit Item screen was not visible to end users (Ticket AS-586)

Opportunities App

• *New* Added App Preference snapshot to allow users to set default email templates (Ticket AS-587)
• Addressed issue where App Ribbon text did not update when customer drop down changed (Ticket AS-545)

Items App

• Addressed filtering issue within SubItem field for Inventory Items (Ticket AS-622)

May 6th, 2015

Activities App

• *New* Added ‘Assigned To’ field to the advanced grid search (Ticket PL-580)
• Addressed messaging when deleting an Activity Type currently in use (Ticket AS-142)
• Addressed naming of Activity Category column in Activity Type List screen (Ticket AS-470)
• Edit Activity screen now saves changes prior to navigating to View Contact screen (Ticket PL-571)
• Fixed naming of Activity Status Type column in Activity List screen (AS-674)

Opportunities App

• *New* Added ability to edit Lead Source from Opportunity app (Ticket AS-442)
• Addressed issue where Opportunity app ribbons did not support the ‘new’ command (Ticket PL-653)

May 13th, 2015

Invoices App

• Fixed issue related to permissions on New / Edit Invoice screen

May 25th, 2015

Contacts App

• Updated App Description
• Removed App Ribbon from Edit Entity Screen (Ticket AS-769)
• *New* Added ability to add / edit Lead Source (Ticket AS-442)

Activities App

• Updated App Description
• Corrected criteria used for verifying required fields when creating a new follow-up activity from the New Activity screen (Ticket AS-755)

Opportunities App

• Updated App Description
• Corrected Opportunities App Ribbon count to include all opportunities (Ticket AS-695)

Invoices App

• Updated App Description
• *New* Added QBO Global Screen version for New / Edit Invoice screen
• *New* Added QBO Global Screen version for Add / Edit Item screen

Estimates App

• Updated App Description
• *New* Added QBO Global Screen version for New / Edit Estimate screen
• *New* Added QBO Global Screen version for Add / Edit Item screen

Sales Receipts App

• Updated App Description
• *New* Added QBO Global Screen version for New / Edit Sales Receipt screen
• *New* Added QBO Global Screen version for Add / Edit Item screen

Items App

• Updated App Description
• *New* Added QBO Global Screen version for New / Edit Service screen

Sales Orders App

• Updated App Description

Payments App

• Updated App Description

Classes App

• Updated App Description

Terms App

• Updated App Description

Accounts App

• Updated App Description

Sales Reps App

• Updated App Description