Release Notes

Method Platform Updates - May 2, 2013

Method_Paul — Thu, 02 May 2013 16:49:00 GMT

"May" version now available

The following updates are available on the staging site, as of May 2nd. You can access the May version by clicking "Switch to the May Version" when you sign into Method.

Improvement: We have moved report and chart generation to a separate server. This makes the speed charts and reports get generated more consistent, and overall faster.
Fix: Value from Screen was not working for actions referencing grid dropdowns. Requires screen to be republished.
Fix: Value from Screen using grid column dropdown value where the display caption of the grid column is different from the fieldname was not working.
Fix: The Refresh Grid action could not clear grid checkboxes when the grid was in a section that was shown in tabs
Fix: Tabs got consolidated in a More tab regardless of screen size, a problem isolated to an update in the Chrome browser.
Fix: Web Forms would lose screen data in the latest update from Chrome. This was a browser caching issue we worked around.
Fix: Grids being exported that used Value from Screen were not replacing the value from the screen, causing inconsistent exports in some situations.
Fix: Grid SQL overrides that were being used in the "Order By" were not replacing Value from Screen.
Fix: User-entered hyperlinks in grids were not properly clickable.
Fix: For Intuit Merchant Services....CVV (CardSecurityCode) was not being passed in all situations.
Fix: IsPrintItemsInGroup was reversed in some situations.
Fix: MethodAPI - V2 of CreateMethodAccount added a day not month to new first charge date.
Fix: Rounding in sales tax was sometimes off by a penny in QuickBooks UK.

Enjoy,

Paul

Method CRM Updates - April 15, 2013

Method_Danny — Mon, 15 Apr 2013 22:38:00 GMT

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

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Activity

Fixed (#4045) - when a contact was selected from the contact dropdown list, the “phone” field was not being populated. This was caused by the phone value being entered into the proper field on the screen. (QBD)

Cheers,

Danny

Method CRM Updates - March 27, 2013

Method_Danny — Thu, 28 Mar 2013 02:47:00 GMT

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

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Contacts

Fixed (#4237) - when attempting to click on the More actions > Choose email template button, the template preference screen was not being loaded. This now points to the correct screen. (QBD & QBO)

Cheers,

Danny

Method Platform Updates - March 19, 2013

Method_Paul — Wed, 20 Mar 2013 01:55:00 GMT

"March" version now available

The following updates are available on the staging site, as of March 19th. You can access the March version by clicking "Switch to the March Version" when you sign into Method.

Improvement: Users can now assign a picture/file field to an action result and send it as an attachment in an email.
Improvement: ListBuilder now supports Tags (already hotfixed).
Improvement: give an informative message when users are trying to load an unsaved report.
Improvement: you can now specify a default ProductID for ElectraCash in the Payment Gateways window.
Fix: IsPrintItemsInGroup field taken into consideration when printing reports.
Fix: copying a stock screen, that was already copied, replace all tablinks was not working for popups.
Fix: added a list of customized screens to “which screens make up this app”, under My Account.
Fix: step 5 of the contacts portal wizard could not be edited in Firefox.
Fix: IE10 on Windows 8 had issues opening the designer (already hotfixed).
Fix: issue with ‘assign user to a franchisee’ not always appearing.
Fix: custom occurrences now load without throwing an error when the series is deleted, if you click the edit series link.
Fix: for callanotheractionset, when event names have numbers in them.
Fix: comma split issue was causing items with a comma in them to be broken into entries in dropdown wizard add items.
Fix: dropdown field to create a new table wasn’t checking if name of the new table/field was in use.
Fix: when authenticating the Google Gadget, if you used the email address instead of the user name, it didn't work.
Fix: Hidden: invisible when screen first loads was not working for radioboxes.
Fix: textboxes with default values would break if they had quote character.
Fix: portal title was showing main franchisor, instead of franchisee company name.
Fix: users could change the screen name to an existing screen name in the designer. Moved the screen name editing ability to the advanced screen options.

Enjoy,

Paul

Method CRM updates - Feb 17, 2013

Method_Paul — Mon, 18 Feb 2013 02:03:00 GMT

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

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Tags & List Builder Screens

Tags - The new "Tag" field has been added to the ListBuilder screen. (QBO & QBD)
ListBuilder - a new version of the ListBuilder has been released. It allows for a faster insert of contacts based on status and type. It handles the new tag fields, eliminates duplicates, and has the option to clear the list before doing an insert. (QBO & QBD)
Help Center for Tags - We wrote a help center article that explains how tags work.

Enjoy,

Paul

Method CRM updates - Feb 4, 2013

Method_Paul — Mon, 04 Feb 2013 13:21:00 GMT

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

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Contacts Screen

Tags - The new "Tag" field has been added to the Customer List, Lead List as well as the Contacts grids in the Edit Customer and Edit Lead screens. This will continue to be phased in this week, with a new List Builder. Stay tuned for more (QBO & QBD)

Enjoy,

Paul

Method CRM updates - Jan 30, 2013

Method_Paul — Wed, 30 Jan 2013 13:37:00 GMT

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

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Contacts Screen

Tags - You'll see a new "Tag" field in the Contacts screen. This will be phased in over the next week on many other screens in Method CRM, and will be a new way to categorize your contacts. Stay tuned for more (QBO on Jan 30th, 2013. QBD on Jan 31st, 2013)

Enjoy,

Paul

Method Platform Updates - January 18, 2013

Method_Paul — Wed, 23 Jan 2013 19:36:00 GMT

"January" version now available

The following updates are available on the staging site, as of January 18th. You can access the January version by clicking "Switch to the January Version" when you sign into Method.

Improvement: documentation for the Outlook add-in now points to a kb article rather than an old blog post.
Improvement: option to remove html tags when exporting grid to rtf/xls/pdf added.
Improvement: option in grid wizard to use sqloverride when ordering columns.
Fix: timespan fix for calendars…could not use any start time other than 12am for weekview/workweekview/dayview.
Fix: for Mapping, only 26 locations(A-Z) would show on the map….now after 26 locations flips to numbers.
Fix: for multi-tenancy, after assigning a new user to a franchise the new user screen was not clearing properly.
Fix: for multi-tenancy, users could not see all recurring dates in an activity.
Fix: for multi-tenancy, users that were not part of the head office could not add/edit tables.
Fix: Override Filter By Active Record ID was not working in the ‘on screen load’ event in portals.
Fix: Series renewals were not properly setting the 1st occurrence date when the week interval was greater than one.
Fix: paging through a dropdown was losing the user entered filter.
Fix: calendars could not load due to aliasing problem with using the same column for status and second status.

Enjoy,

Paul

Method CRM Updates - December 14, 2012

Method_Danny — Fri, 14 Dec 2012 11:33:00 GMT

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

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Edit Opportunity

Improved (#4027) - when loading an existing opportunity, if the “contact” dropdown list is empty we now check to see if the customer dropdown has a customer selected. If a customer is selected, we attempt to fill in the contact for you by looking up the first contact for that customer. This is helpful for users uploading opportunities via the import tool who haven’t specified a contact for the contact dropdown list. (QBD & QBO)

Cheers,

Danny

Method CRM Updates - December 11, 2012

Method_Danny — Tue, 11 Dec 2012 14:27:00 GMT

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

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Activity

Improved (#4003 & 4009) - when loading a new or existing activity the screen would automatically place the cursor in the “Contact” dropdown list. Initial feedback suggested this wasn’t the best place to put the cursor so we’ve listened and now place the comments box as the initial starting point for the screen. Kudos to Wayne and Jennifer from our team for the feedback. (QBD)

Cheers,

Danny

Method CRM Updates - December 6, 2012

Method_Danny — Fri, 07 Dec 2012 14:40:00 GMT

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

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Activity

Fixed (#4005) - when opening an existing activity in a pop-up, the activity type was always being set to “Other”, ouch! We’ve now updated this so that this type is only set on new activities. Special thanks to Warren and Adam from the Method team for finding this. (QBD)

Cheers,

Danny

Method CRM Updates - November 21 - December 5, 2012

Method_Danny — Thu, 06 Dec 2012 22:36:00 GMT

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

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Activity

New - the entire layout of the activity screen has been redesigned to provide better workflow while keeping existing functionality. Some of these changes include the following: (QBD)

the “comments” field is now located at the top of the screen. This allows for quick updates for the common task on this screen.
the “schedule a follow-up” has been moved to the left side of the screen along with all other common activity tasks. The contact info and additional sections show on the right side of the screen.
Fields that are not commonly needed such as data modified, have now been moved to a new “additional info” section which can be shown or hidden.

New - buttons have been place at the top and the bottom of the screen. This allows you to quickly write a comment and close the activity without having to scroll to the bottom of the page. Incase you were wondering, both sets of buttons do exactly the same thing. (QBD)
New - contact field section that use to appear all the time will now only show when a contact is selected from the dropdown list. In addition to this, only fields that have information entered for the contact will appear. For example, if a contact does not have a sales rep assigned, it will not show the sales rep field. (QBD)
New - you can now set preference for activity type, status, priority, follow-up days based on individual users. Take a look at the changes under the “My CRM Preferences” screen in today’s release note. (QBD)
New - in the “recent history” section, all activities, cases and opportunities can now be opened by clicking on the date or details columns. (QBD)
New - auto-follow-ups are now triggered when the screen loads. Okay, so what does this mean? In the past, if you had an auto-follow-up assigned to an activity type, the “schedule a follow-up” would get selected automatically and automatically load the default values. Now when you open an existing activity, if the “type” has an auto-follow-up, it will also trigger those default values. (QBD)
Improved - the “type” and “follow-up type” dropdowns now only show active types. (QBD)
Improved - the “contact details” and “lead/customer/vendor/employee” buttons in the contact details section now have the word “edit” next to the button. This will hopefully make it easier to see that these buttons are clickable. (QBD)

My CRM Preferences

New - a new section has been added specific to preference related to the activities tab. You can now set preferences for how new activities load for within the activities tab. The best part is, these are specific to each user so everyone can change this without customizing the screen. (QBD)

Alright QuickBooks Online users, you’re probably wondering, what gives? Only updates for QuickBooks Desktop? We haven’t forgotten about you. We’re in the process of implementing these same changes for you so just sit tight.

Cheers,

Danny

Method CRM Updates - October 21 - November 20, 2012

Method_Danny — Tue, 20 Nov 2012 23:20:00 GMT

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

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Edit Case

Improved (#3835) - the “Assigned To” dropdown fields now show the users full name and email address. (QBD & QBO)
Improved - all “Activity Type” dropdown lists now display only active activity types since now we have an “is active” field.(QBD & QBO)

Cheers,

Danny

Method Platform Updates - November 15, 2012

Method_Paul — Thu, 15 Nov 2012 19:31:00 GMT

"November" version now available

The following updates will be available on the staging site on November 15th. You can access the November version by clicking "Switch to the November Version" when you sign into Method.

Right-click customize - rather than having to go into Customize > Screens, you can now just right click on a screen and choose "Customize". This makes it about a million times easier. Of course, if you don't have the rights to customize, you'll get an explanation of why you can't customize and need to go back.
Sign into Method with your email! - you can now sign into Method using either your User Name OR your email address.
Multi-tenancy / franchises can invite their own users - The franchisor / main tenant of a multi-tenant account, can now grant franchisees the right to manage their own users.
Mobile big finger friendly - The mobile login, tab link dropdown and grid view dropdown are now all more big finger friendly.
1 million cell limit on grids - for a performance improvement, there is now a 1 million cell limit on grids (so you could should a filtered list of 100,000 rows that has 10 columns per row.

Enjoy,

Paul

Method Google Gadget Updates - October 30 - November 2, 2012

Method_Danny — Fri, 02 Nov 2012 15:51:00 GMT

Cases Tab

Improved (#3904) - cases are now sorted by the most recent created date.

Cheers,

Danny