Method Community

Method CRM Updates - February 2 - February 3, 2012

Method_Danny — Fri, 03 Feb 2012 16:39:00 GMT

The following indicates which accounting application(s) the release note(s) apply to.

QBD = QuickBooks Desktop
QBO = QuickBooks Online

New Customer

New (#3162) - when creating a new customer you can now make that customer a sub-customer just like you can in QuickBooks Online (“QBO”). Previously this was not available to developers on the Intuit Partner Platform. If you’re unsure of what a sub-customer is, hover your mouse over the checkbox to get a helpful tip. We’ve also followed the same logic as QBO when it comes to pulling information from the parent customer. This means only if the address fields are totally blank, we’ll import the “bill to” information into the appropriate fields. Same goes for email, phone, mobile, fax and pager. Provided they are empty, we’ll pull the parents info over and fill it in for you. (QBO)
Fixed (#2848) - tab ordering was off on the right side of the screen. (QBO)

Wondering if support will be added for sub-customers for the Edit Customer screen? It sure will! Look out for this early next week.

Enjoy,

Danny

Method CRM Updates - January 27 - February 1, 2012

Method_Danny — Thu, 02 Feb 2012 16:04:00 GMT

The following indicates which accounting application(s) the release note(s) apply to.

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Documents Tab

New - a new tab called “Documents” has been added to the “CRM” tab group for all Method accounts which is dedicated to the document library in Method CRM. Previous to the release of this tab, documents were only accessible (at least easily) by going to the Edit Opportunity, Edit Case and Edit Solution screens. Now through this tab, documents stored throughout the various screens in Method can be easily visible through the documents list and of course added/edited as needed. The new tab includes three default tab links for Documents List, New Document and Edit Document. (QBD & QBO)

Documents List

New - displays all documents stored in the Method document library. This of course takes advantage of shared lists. As well, the “New Document” button is taking advantage of the new button styling, soon to be applied to other list screens. You’ll only be able to see the new button styling on the “stage” site for now. (QBD & QBO)

New Document

New - allows for the upload of new documents to the document library. Documents can be uploaded directly into Method using the native upload Method, by providing a URL link (useful if the file is larger than 5MB) or to SmartVault. This screen will also be used in various CRM and transaction screens throughout Method CRM to upload documents easily to the document library. (QBD & QBO)

Edit Document

New - allows you to edit details of documents in the document library. Since documents in Method can linked to more than one transaction, activity, opportunity, etc, you’ll be able to see all the existing links in this screen. Of course you can create new links from here as well. (QBD & QBO)

Edit Opportunity

Improved - the “link or upload” button has been replaced with a “Document” button. From here you can easily upload a new document or link an existing document with less clicks. This also takes advantage of using the new document screens. (QBD & QBO)
Improved - from the “Contact Information” section, you can click on the headers for “Lead / Customer Info” or “Contact Info” to launch the Edit Lead/Edit Customer or Edit Contact screens. Previously this needed to be accessed by clicking “More actions...”. This makes it much quicker to access the same screens. Less clicks! (QBD & QBO)

Edit Case

Improved - the “link or upload” button has been replaced with a “Document” button. From here you can easily upload a new document or link an existing document with less clicks. This also takes advantage of using the new document screens. (QBD & QBO)
Improved - from the “Contact Information” section, you can click on the headers for “Lead / Customer / Vendor / Employee Info” or “Contact Info” to launch the Edit Lead/Edit Customer/Edit Vendor/Edit Employee or Edit Contact screens. Previously this needed to be accessed by clicking “More actions...”. This makes it much quicker to access the same screens. Less clicks! (QBD & QBO)

Edit Solution

Improved - the “link or upload” button has been replaced with a “Document” button. From here you can easily upload a new document or link an existing document with less clicks. This also takes advantage of using the new document screens. (QBD & QBO)
Improved - the tab link name now renames automatically to include the solution number and title. (QBD & QBO)

Next week, look out for screen updates to the Edit Lead and Edit Customer screen which will include a new document tab section. Exciting! We’ll also be releasing a blog entry highlighting some of the new features in these screens.

Have feedback? Let us know! We’d love to hear from you.

Cheers,

Danny

Method Platform Updates - January 31, 2012

Method_Paul — Tue, 31 Jan 2012 18:16:00 GMT

"More" feature for tabs and tab links, new 2 year sync option

The following updates are now available on the "January" version of Method.

Tabs and tab Links have a "More" feature - If you have many tabs, or many tab links under a tab, you have probably seen them wrap onto a 2nd line. This can be ugly, and also take up valuable screen real estate. So now, instead of wrapping onto a new line, a "More" feature is displayed, which gives access to the hidden tabs and tab links.
2 year history sync option - QB Online users need not be concerned, since all history is synced with QB Online. However, users of QuickBooks Desktop now have an option for a 730 day sync history (i.e. 2 years). Previously there was nothing in between 1 year and ALL. You can set this under QuickBooks > Synchronize. Note: always limit the amount of data you sync. Syncing unnecessary data can slow down the use of QuickBooks during a Full Sync.

Enjoy,

Paul

Method Platform Updates - January 27, 2012

Method_Paul — Fri, 27 Jan 2012 17:38:00 GMT

Read-only pictures, two new display palettes

The following update are now available on the "January" version of Method.

Display Palettes - You now have "Method Blue" and "Method Teal" standard displays options under Customize > Display.
Read-only pictures - You can now edit a picture or attachment object and mark it as read-only. This allows you to prevent your users from creating new uploads or edits to existing uploads.

Enjoy,

Paul

Method CRM Updates - January 24 - January 26, 2012

Method_Danny — Fri, 27 Jan 2012 14:00:00 GMT

The following indicates which accounting application(s) the release note(s) apply to.

QBD = QuickBooks Desktop
QBO = QuickBooks Online

QuickBooks Estimate

Fixed - under the “More actions...” button there was an option for “Create Sales Order” however Sales Orders are not yet supported for QuickBooks Online. We have removed this option. (QBO)

Cheers,

Danny

Method CRM Updates - January 23, 2012

Method_Danny — Tue, 24 Jan 2012 04:20:00 GMT

The following indicates which accounting application(s) the release note(s) apply to.

QBD = QuickBooks Desktop

QBO = QuickBooks Online

QuickBooks Invoice

Fixed (#3164) - when clicking Print > Print Selected or Print > Print All, an error message was appearing. This was a result of the “Generate Report” action pointing to the wrong default template. We’ve now updated this to point to the correct template. (QBO)

Cheers,

Danny

Method CRM Updates - January 19 - January 22, 2012

Method_Danny — Mon, 23 Jan 2012 15:20:00 GMT

The following indicates which accounting application(s) the release note(s) apply to.

QBD = QuickBooks Desktop
QBO = QuickBooks Online

New Activity

New - the left panel which displays the lead/customer/vendor/employee and contact info now has a click-able header. Clicking on the header will launch the edit lead/customer/vendor/employee and edit contact screens. Previously you could access these screens by clicking the “More actions” button but this is a quicker way to access the same edit screens. (QBD & QBO)

Cheers,

Danny

Method Platform Updates - January 22, 2012

Method_Paul — Sun, 22 Jan 2012 17:06:00 GMT

Resolve Conflicts improvements

The following update are now available on the "January" version of Method.

Resolve Conflicts - The More Info link now shows you more readable values from the conflicted record, instead of the raw values. For example, instead of showing you "CustomerRef=4", you now see "Customer=Bob Crenshaw, Customer_RecordID=4". This makes it much easier to locate which record has the actual conflict in Method.
Resolve Conflicts - The More Info window is now twice the height as before.
Resolve Conflicts - "Delete" has been relabeled to "Delete from Method".
Resolve Conflicts - "Un-delete" has been relabeled to "Retry Sync to QB".
Resolve Conflicts - A new option "Refetch from QB" has been added. This allows you to keep the existing record, but have the values from QuickBooks overwrite the values from Method. Your Method custom fields are preserved, as are any links from other tables to that record.
Resolve Conflicts - "Clear" has been relabeled to "Clear / Ignore".
Resolve Conflicts - A new legend appears at the top of the screen to explain each option.

Enjoy,

Paul

Method CRM Updates - January 11 - January 18, 2012

Method_Danny — Thu, 19 Jan 2012 15:10:00 GMT

The following indicates which accounting application(s) the release note(s) apply to.

QBD = QuickBooks Desktop
QBO = QuickBooks Online

New Activity

Improved - small cosmetic change with relabelling “Cancel/Close” to “Close”. (QBD & QBO)
Improved - when opening an existing activity, if the “Start Date” is not filled in, we will automatically fill in the current date and time. Normally this is filled in anyway for a new activity however if someone manually deleted this, we now insert a date so it isn’t blank. This will also benefit the save actions since we calculate the duration for completed activities based on the difference between Start Date and Completed Date. (QBD & QBO)
Fixed (#3084) - when launching the screen in a pop-up and closing, the screen in the background appears distorted. This was the result of using the “Go to Field” action after closing the pop-up window. (QBD & QBO)

Cheers,

Danny

Method Platform Updates - January 13, 2012

Method_Paul — Sat, 14 Jan 2012 14:38:00 GMT

Staging site, SmartVault beta, Intuit Account OpenID and a touch of style

New "Staging" site - starting today, the latest version of Method is always "opt-in". We now have two production versions of Method for you to use. In additional to the usual "live" site, we now have a "staging" site. Next time you log into Method, check out the bottom of the login page. It now says "This is the December version | Switch to the January version".
- "Live" – currently named the "December version" - this version has gone through our testing, and through at least a week of real world use on the staging site. Benefit: more stable. Drawback: you don't get the latest features, and bug fixes.
- "Staging" - currently named the "January version" - this has just come out of quality assurance testing from our team. It is stable, but it has gone through only limited real-world use. Benefit: allows power users, administrators, consultants, and eager Methoders to run through business processes in Method before it gets released to the rest of the company. Drawback: you might find a new bug that nobody else has found.
Multi-tenancy / franchise beta – franchises who are trying out the multi-tenancy beta (where multiple QuickBooks files sync to the same Method account), will be happy to see that the TenantID is now a dropdown list. This allows you to pick a franchisee by name, rather than by ID from a dropdown, as well as add linked fields to show the franchisee name in a grid.
SmartVault beta - Method has partnered with SmartVault to provide an alternative to the standard "native" document management that comes built into Method. We’re using SmartVault’s new RestAPI for web apps – and it allowed us to make a really slick integration with them. SmartVault provides an intuitive, Web-based solution for users to store, view and share files securely any time and from anywhere. It also offers a unique plug-in for QuickBooks, creating a seamless user experience for scanning, attaching, and finding documents within a familiar application. To learn more, click here.
Style – new buttons and tabs - You'll see some style changes when you sign into Method on the January version:
- All buttons are now using a new, more modern look. By default, buttons have a grey gradient, with a slight rounding to the edges. But under Customize > Display, you can change your default button style to be round, boxy, blue, green, whatever you want. Adjust it to make it fit your own color scheme.
- When customizing screens, you can now set different colors for each button on a screen. So maybe you want all your buttons grey by default, but the delete button should be bright red. Go for it!
- You'll see the tab links and tabs have been given a stylish, more modern look. We haven't changed the style of tabs and tab links since our prototype version years ago.....gulp - embarrassing to admit! And there's even more to come on the next release in a couple weeks.
OpenID - sign into Method with your Intuit Account - The January version has something very exciting - we now let you use your Intuit Account to sign into Method! It's one less password that you have to remember - and since your Intuit user name is your email address, it’s a lot easier to remember one password than your Method Company Account, User Name and Password. Plus, if you have multiple Method accounts, the same Intuit Account can be used to log into all of them. To learn more, click here.

Enjoy,

Paul

New groovy buttons, SmartVault beta, and Intuit OpenID all come to Method CRM's January version

Method_Paul — Fri, 13 Jan 2012 22:48:00 GMT

We did a BIG release today, a culmination of several projects coming together. Here's an overview of what's new since our last release.

A new look with some new features - can you spot them?

Staging site
Starting today, the latest version of Method is always "opt-in". We now give you the choice of which production version of Method you want to use. In additional to the usual "live" site, we now have a "staging" site. Next time you log into Method, check out the bottom of the login page. It now says "This is the December version | Switch to the January version". Clicking this will take you to the staging site, and give you a preview of what will soon become the live version for all users. Be special and click on this! Not clicking on it will mean you won't see any of the goodies I'll continue to discuss below!

What’s the difference?

"Live" – currently named the "December version" - this version has gone through our testing, and through at least a week of use by users on the staging site. Benefit: more stable. Drawback: you don't get the latest features, and bug fixes.

"Staging" - currently named the "January version" - this has just come out of quality assurance testing from our team. It is stable, but it has gone through only limited real-world use. Benefit: allows power users, administrators, consultants, and eager Methoders to run through business processes in Method before it gets released to the rest of the company. Drawback: you might find a new bug that nobody else has found yet.

SmartVault beta
Way back in October 2010, we announced that we were partnering with SmartVault, but it has taken over a year to get all the pieces in place to make it a reality. Method has partnered with SmartVault to provide an alternative to the standard "native" document management that comes built into Method. We’re using SmartVault’s new RestAPI for web apps – and it allowed us to make a really slick integration with them. SmartVault provides an intuitive, Web-based solution for users to store, view and share files securely any time and from anywhere. It also offers a unique plug-in for QuickBooks, creating a seamless user experience for scanning, attaching, and finding documents within a familiar application. If you haven’t seen it, it’s certainly worth a test drive.

Phase 1 of the beta is now available on the January version of Method. Stay tuned for more goodies on SmartVault and Document Management over the next 4 weeks. To get started now, and learn more, click here.

Style – new buttons and tabs
You'll see some style changes when you sign into Method on the January version....we hope you like them so much that you'll want to stay on the January version and never go back!

All buttons are now using a new, more modern look. By default, buttons have a grey gradient, with a slight rounding to the edges. But under Customize > Display, you can change your default button style to be round, boxy, blue, green, whatever you want. Adjust it to make it fit your own color scheme.
When customizing screens, you can now set different colors for each button on a screen. So maybe you want all your buttons grey by default, but the delete button should be bright red. Go for it!
You'll see the tab links and tabs have been given a stylish, more modern look. We haven't changed the style of tabs and tab links since our prototype version years ago.....gulp - embarrassing to admit! And there's even more to come on the next release in a couple weeks.

OpenID - sign into Method with your Intuit Account
The January version has something very exciting - we now let you use your Intuit Account to sign into Method! It's one less password that you have to remember - and since your Intuit user name is your email address, it’s a lot easier to remember one password than your Method Company Account, User Name and Password. Plus, if you have multiple Method accounts, the same Intuit Account can be used to log into all of them. Try it out - I've been using it over the past week and love it. Click here to learn more.

Switch to the January version today to get a head start. Simply go to methodintegration.com, click Sign in, and click Switch to the January version in the login form.

What do you think? Use the comments below to give feedback. We’re all ears!

Paul

Method CRM Updates - December 23 - January 10, 2012

Method_Danny — Wed, 11 Jan 2012 14:02:00 GMT

The following indicates which accounting application(s) the release note(s) apply to.

QBD = QuickBooks Desktop
QBO = QuickBooks Online

QuickBooks Invoice

Improved - changed styling for left section to match newer transaction screens. (QBD & QBO)
Fixed (#3128) - when clicking Print > Customize Templates, you would get an error message about the pop-up screen missing. We’ve now updated this to point to the CRM_PreferencesReports screen. (QBD & QBO)

Cheers,

Danny

Happy Holidays - Method HQ Closed - Monday, December 26, 2011

Method_Danny — Mon, 26 Dec 2011 00:24:00 GMT

Seasons Greetings, Joyeux Noël!, Boas Festas!, Buone Feste, Ii holide ezimnandi, Sarbatori Fericite!, Frohe Weinachten!, Feliz Navidad, Mele Kalikimaka, Wesołych Świąt, Boldog Ünnepeket

On behalf of the Method Team, I’d like to wish everyone a happy holiday season! May your holidays be filled with love, joy and laughter as you celebrate the season with your loved ones.]

If you plan on reaching The Method Team during the holidays, please take note of our holiday hours:

Monday, December 26th (Boxing Day): CLOSED

Tuesday, December 27th: Skeleton Crew - 9:00am - 6:00pm EST

Aside from the above, it’s business as usual!

Have a safe and joyous holiday season, and we'll be in touch in the New Year!

Danny Do Couto
Method Integration

Method Expense Reports Updates - December 15 - December 22, 2011

Method_Danny — Thu, 22 Dec 2011 19:36:00 GMT

The following indicates which accounting application(s) the release note(s) apply to.

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Expenses

Fixed (#3077) - when selecting a category or a payment method from the dropdowns in the top right corner of the screen, an error message was appearing regarding the refresh grid action. (QBD)

Edit Expense Reports

Fixed (#3076) - if a default expense report name was not setup for a user, we use the default expense report name. However we were grabbing the value from the wrong location which was causing an error. (QBD)

Cheers,

Danny

Method CRM Updates - December 21 - December 22, 2011

Method_Danny — Thu, 22 Dec 2011 14:20:00 GMT

The following indicates which accounting application(s) the release note(s) apply to.

QBD = QuickBooks Desktop
QBO = QuickBooks Online

QuickBooks Purchase Order

New - the screen has been updated with the CRM 2.0 style. Ohhh....ahhhh..... (QBD)
Improved - we’ve renamed the “Ship To” dropdown list at the top of the screen to “Drop Ship To”. This way the field is labelled the same as QuickBooks Desktop. (QBD)
Improved - we’ve now hidden the “Planned Release Date” and “Expected Receipt Date” fields on the screen. These fields will only appear if Method Warehouse is installed for the account. Method Warehouse is a legacy application which is no longer available in the Method Application Library. (QBD)
Improved - we now validate that the required fields are entered in before attempting to save the purchase order. (QBD)
Fix (#3070) - when selecting a “Drop Ship To” for the purchase order, an error message was appearing about an improper “End Loop Through Table”. This has now been fixed. (QBD)
Fix - when clicking Print > Customize Templates, you would get an error message about the pop-up screen missing. We’ve now updated this to point to the CRM_PreferencesReports screen. (QBD)

Cheers,

Danny

Method CRM Updates - December 14 - December 20, 2011

Method_Danny — Tue, 20 Dec 2011 14:02:00 GMT

The following indicates which accounting application(s) the release note(s) apply to.

QBD = QuickBooks Desktop
QBO = QuickBooks Online

New Activity

Fix - when selecting an email template from the dropdown list, the subject was replacing the body during the mail merge. (QBO)
Fix - when selecting an email template from the dropdown list, if a contact is selected for the activity and the “To” field for the email is empty, we fill in the contacts email address. Previously the entity’s email address was being filled in. (QBO)
Fix - when selecting an email template from the dropdown list, we now check to see if a contact is selected before attempting to fill in the “To” field if it is empty. (QBD & QBO)
Fix - when selecting an email template, if the entity is blank we no longer try and mail merge the entity fields. (QBD & QBO)
Fix - when saving an activity, if the entity is blank we no longer try and mail merge the entity fields. (QBD & QBO)

Cheers,

Danny

Method Pro Services Updates - December 15, 2011

Method_Valbon — Fri, 16 Dec 2011 14:21:00 GMT

Budget / Contract - Create Invoice

Fixed - screen validation highlighted an issue with using an “End Loop Through Table” instead of “End Loop Through Grid”.

Method Expense Reports Updates - December 9 - December 14, 2011

Method_Danny — Wed, 14 Dec 2011 19:44:00 GMT

The following indicates which accounting application(s) the release note(s) apply to.

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Edit Expense Report

New - when submitting, un-submitting, approving and rejecting an expense report, an email will be sent to the recipient letting them know that the report is ready for review. This report also takes advantage of miURL to easily launch the report in Method. (QBD)

Cheers,

Danny

Method CRM Updates - December 10 - December 13, 2011

Method_Danny — Wed, 14 Dec 2011 13:40:00 GMT

The following indicates which accounting application(s) the release note(s) apply to.

QBD = QuickBooks Desktop
QBO = QuickBooks Online

New Activity

New - now if you create a new activity and assign it to another user, an email is sent to that user letting them know. (QBD & QBO)
New - you can now add a new contact in the Schedule a Follow-up section by clicking the <Add New> option under the Follow-up Contact dropdown list. (QBD & QBO)
New - when loading an existing activity, we now check to see if the activity is recurring. If it is, the section for “Schedule a Recurring Activity” will appear automatically. Of course if this is just a one time appointment, the section will remain hidden. (QBD & QBO)
Improved - when navigating using the “Go Back” button from the Edit Activity screen, we now set the position of the cursor back to the “Assigned To” field. This way when you return back to the screen to edit another activity, you’ll be at the top of the screen and see less jumping. (QBD & QBO)
Improved - we’re relabelled the “Customer / Vendor Info” title under the Contact Information section to be “Lead / Customer / Vendor / Employee Info”. (QBD & QBO)
Improved - the on screen load actions now take advantage of call another action set to call the text change for the contact dropdown list. (QBD & QBO)
Improved - optimized the amount of actions needed in the buttons by using the Call Another Action Set action. This results in easier maintenance when making changes to this screen. (QBD & QBO)
Improved - when saving an activity, we now perform a mail merge for the Subject field using the tables list below. For example, having Activity.ActivityStatus in the Subject field would replace it with the activity status of the current activity. (QBD & QBO)
- Customer
- Contacts
- Vendor
- Cases
- Opportunity
- Activity
- Users
Improved - when selecting an email template, we now perform a mail merge for the Subject field using the tables list below. For example, having Activity.ActivityStatus in the Subject field would replace it with the activity status of the current activity. (QBD & QBO)
- Customer
- Contacts
- Vendor
- Cases
- Opportunity
- Activity
- Users
Improved - the Follow-up Contact dropdown list now only displays contacts belonging to the related entity. (QBD & QBO)
Improved - when selecting a contact from the Contact dropdown list, we automatically update the follow-up contact information. (QBD & QBO)
Improved - under More actions, we’ve renamed the “Edit Customer / Vendor / Employee...” to “Edit Lead / Customer / Vendor / Employee...” and added the ability to edit an employee from this screen. (QBD & QBO)
Fixed - all images were updated to now use https vs. http. (QBD & QBO)
Fixed - when clicking More actions > Delete Activity, the screen was not resetting the default values correctly. (QBD & QBO)
Fixed - when saving an activity, we were saving two sections in two separate actions. Now we are using the Save All Sections action. (QBD & QBO)
Fixed - the Campaign dropdown list now shows only active campaigns. (QBD & QBO)
Fixed - the campaign name was appearing twice in the dropdown list. (QBD & QBO)

Cheers,

Danny

Method Platform Updates - December 9, 2011

Method_Paul — Fri, 09 Dec 2011 23:07:00 GMT

Performance enhancements and a new multi-tenant beta!

Grid refresh speed - you should notice that everything and anything related to grids is significantly faster. Grids were previously doing extra unnecessary work which we found could be more intelligently optimized. This was especially the case on large screens with lots of objects, multiple grids and/or on-screen-load actions.

Grid fading - we now fade the grid while it loads or refreshes.

Grids that display recurring dates of a series are now faster, and more consistent with regular grids. Yes, you’ll now enjoy having the ability to temporarily show more and fewer rows like you do with regular grids.

Performance enhancement on "Go to Tab Link". Similar to the grid refresh enhancements, we optimized the way Go to Tab link action refreshed the screen with the new record, so it does less unnecessary work and shows your screen quicker!

Clear Screen For New Entry – you now have the ability to specify whether you want detached grids to refresh automatically or not. This enables you to have a faster action time if refreshing detached grids is not necessary.

Report load performance - we rewired the report loading process to remove some unnecessary overhead. You'll find that reports and charts load faster now.

Deadlock errors – larger company with greater than 50 users were seeing collisions, and performance degradation. After many iterations and optimizations, this has now been brought to a minimum. Thanks Jim C. & crew for your patience!

Method Email Queue Server - we have finally moved our specialized email queue server out of its 6 month beta and into production. Instead of sending emails directly, all emails sent from Method are now sent via in intermediate Method Email Queue Server (MEQS – say that 10 times really quickly). This provides a significant speed improvement because you don't have to wait for the email to finish sending in order to continue with your work.

Email server settings - you now have the ability to assign a port number, very useful in the case that your email server has specialized needs (such as Microsoft Live servers).

Looping performance enhancement - we rewired the process of looping through tables, grids and calendars to be significantly faster.

Action queues – goodbye "an action is already in progress" yellow bars!! This is another performance enhancement, that introduces action queues, so if you click on multiple buttons or lose focus on multiple objects, the actions are queued so that they will complete in the order you initiated them, without the need for you to wait for the current action set to complete.

Enhanced validation - all in the name of performance, we have introduced more advanced and strict validation to ensure that all your Start Loops and Start Conditional Statements are properly closed. The downside is that if you had bad logic before, then you'll be stopped dead in your tracks until you fix them. To ease in the transition, we have provided temporary access to the previous version of Method: https://www.methodintegration.com/NovemberTemporaryLogin/

Roles - under Customize > Roles, you can now view and edit all users for a role. Previously, you had to individually edit each user under Customize > Users to view and change roles.

Link to Regular Login from Mobile Login page - we have removed the Create New Account link and replaced it with the link to the Regular Login.

Fix: Grid Dropdowns no longer scrunch as you type - previously if you had a dropdown in a grid, it would sometimes scrunch and cut off the text in the list as you typed. This is resolved.

Fix: Issue with filters for reports (http://www.methodintegration.com/cs/forums/p/2418/8962.aspx)

Fix: Issue with Exporting to Excel, getting a 404 error (http://www.methodintegration.com/cs/forums/p/2509/9340.aspx)

And if all that wasn’t enough……. We have a new exciting beta - Multi-tenancy! This version includes massive behind-the-scenes changes that make Method "multi-tenant" – which allows multiple QuickBooks databases to sync to the same main Company Account. This finally gives franchisors the tools they need for call centers, consolidated reporting, and yes, the ability to customize one screen and have it instantly accessible by all franchisees. We are currently in a closed beta - contact us if you want to join. This is very exciting for us, as this has been at least a couple years in the getting this far.

Enjoy,

Paul

Method CRM Updates - December 8 - December 9, 2011

Method_Danny — Fri, 09 Dec 2011 18:53:00 GMT

The following indicates which accounting application(s) the release note(s) apply to.

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Sales Orders - Create Invoice

Fixed - screen validation highlighted an issue with using an “End Loop Through Table” instead of “End Loop Through Grid”. (QBD)

Cheers,

Danny

Method Expense Reports Updates - December 8, 2011

Method_Danny — Thu, 08 Dec 2011 16:15:00 GMT

The following indicates which accounting application(s) the release note(s) apply to.

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Edit Expense

Fixed - we had a lingering end conditional statement that was being flagged when selecting a category from the dropdown list. Opps! Thanks to Method’s latest validation, we were able to catch this. (QBD)

Cheers,

Danny

Method CRM Updates - November 24 - December 7, 2011

Method_Danny — Wed, 07 Dec 2011 14:17:00 GMT

The following indicates which accounting application(s) the release note(s) apply to.

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Leads Reports

Fixed - the report wasn’t able to grab the BillAddressState from the screen. (QBD & QBO)

Cheers,

Danny

Method CRM Updates - November 22 - November 23, 2011

Method_Danny — Wed, 23 Nov 2011 15:24:00 GMT

The following indicates which accounting application(s) the release note(s) apply to.

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Customers and Contacts List

Improved - relabelled the column “Contact Name / Customer Name / Company Name” to “Contact / Customer / Company”.

Leads and Contacts List

Improved - relabelled the column “Contact Name / Lead Name / Company Name” to “Contact / Lead / Company”.

Cheers,

Danny

Method CRM Updates - November 21, 2011

Method_Danny — Mon, 21 Nov 2011 14:09:00 GMT

The following indicates which accounting application(s) the release note(s) apply to.

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Activities List

Improved - the “Customer / Vendor” and “Contact Name / Phone / Email” columns have been combined into one column. Now we display “Contact / Name / Company”. This keeps in line with the changes we recently made to the Opportunities and Cases List. (QBD & QBO)
Improved - the filter views containing “Active Activities on or before today” now filter using the ActivityStatusType = Pending. (QBD & QBO)
Fix - when clicking an Opportunity number in the grid, the pop-up window title has been changed to “Edit Opportunity” instead of “View Opportunity”. (QBD & QBO)

Cheers,

Danny