Release Notes

Method CRM Updates - July 25 - July 26, 2011

Search Customer List and Search Contacts List
  • When clearing the filters on the screen by clicking “Clear”, Method will now take the cursor to the Full Name box automatically (QuickBooks Desktop and QuickBooks Online)
  • Updated so that hitting the “Enter” key triggers the actions located in the “Search” button.(QuickBooks Desktop and QuickBooks Online)
Mobile Estimate, Invoice, Customers and Activity
  • Updated all mobile screen to use Shared Lists. (QuickBooks Desktop and QuickBooks Online)
QuickBooks Sales Order
  • A conditional warning was being given when clicking any “Save” button regarding the “Customer:Job” being required even though this was filled in already.  This has been fixed. (QuickBooks Desktop)
  • A conditional warning was being given when clicking any “Save” button regarding the “Date” being required even though this was filled in already.  This has been fixed. (QuickBooks Desktop)
QuickBooks Invoice
  • The filter view for “Shared Invoices Not assigned an Opportunity” did not have the filter applied properly for Opportunity = empty.  This has now been fixed. (QuickBooks Desktop and QuickBooks Online)
New Activity
  • “Related To” fields located at the bottom right corner of the Activity screen are now “read only” since you are already able to relate using the panel on the left side of the screen.  We’ve also added the option to clear the related Activity/Case/Opportunity number using the (...) next to the dropdown list. (QuickBooks Desktop and QuickBooks Online)
    Related To dropdown lists 
  • Help notes were added to the Activity #, Opportunity # and Case # dropdown lists. (QuickBooks Desktop and QuickBooks Online)
Enjoy,

Danny Big Smile

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About Method_Danny

Danny Do Couto is the Chief Operating Officer at Method Integration. He has been a part of the Alocet Incorporated family since 2003 where he helped in the maturity of Alocet’s existing brands, QXpress Scheduling Software and LM Software. In 2006, he switched his focus to building the team, organizational structure, and business network for Alocet’s new Method Integration division. Danny brings with him a strong background in management and technology, having completed his education at Seneca College in Computer Engineering and Network Security. His passion is helping accountants, consultants and product developers with implementing Method into their businesses, and is quickly rising on the “who’s who” in the small business accounting software community. He frequently travels throughout the United States and Canada spreading the word about Method and is a regular contributor to the Method Integration blog. Danny lives in his hometown of Toronto, Ontario – Canada, and can be reached at 1-888-925-6238 ext. 708, or via email at d.docouto@methodintegration.com.

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