Release Notes

Method CRM Updates - May 15 - May 25, 2012

Method_Danny — Fri, 25 May 2012 13:25:00 GMT

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

QBD = QuickBooks Desktop

QBO = QuickBooks Online

New Document

Fixed (#3400) - the “folder” field is no longer a required field. (QBD & QBO)

Edit Document

Fixed (#3400) - the “folder” field is no longer a required field. (QBD & QBO)

Cheers,

Danny

Method Platform Updates - May 17, 2012

Method_Paul — Fri, 18 May 2012 01:44:00 GMT

"May" version now available

The following updates are now available on the staging site. You can access the May version by clicking "Switch to the May version" when you sign into Method.

Gmail Gadget beta - use Google Apps? You can now use Method directly inside Gmail. To join the beta, read more about it here.
New look for My Profile - My Profile got a face-lift to accommodate the preferences settings needed for the Gmail Gadget.
Long process health-check - if your actions take more than 15 seconds to complete, a new health-check feature will reach out to our server to give you a status update. This is also designed to help alert you to situations where your browser appears to "hang", since if the health-check comes back with a failed result, you'll be prompted to reload your screen.
Grid checkboxes now support the shift key - you can now hold the SHIFT key down on your keyboard when clicking checkboxes in a grid to fill in between you current click and last click. For example, if you need to select the 3rd, 4th, 5th, and 6th checkbox, click the 3rd checkbox, hold SHIFT, clicking the 6th checkbox will automatically select the 4th and 5th as well.
Highlight grow row - when you hover over a grid row link the row temporarily highlights.
Fix: portal session timeouts – if a portal session becomes invalid, your customers now get sent back to the portal login screen they came from (either the email login screen or user name & password login screen). Previously it would always send you back to user name & password login screen in this situation.
Fix: "invalid session" - if you were signed into Method for more than 24 hours you'd be forced to sign back into Method again. This also happened when more than one user was logged into the same browser on the same computer into the same company account at the same time (only common during customization). Both these issues were inadvertently caused by security improvements in the April version.
Fix: can no longer rename "Contacts_Portal" - previously we allowed users to rename the "Contacts_Portal". This caused too many problems, especially in areas referenced the portal by name.
Fix: deleting screens that are referenced - previously if you made a copy of a screen and replaced references from the old screen with the new screen....problems could be caused if you then deleted the new screen. This has been resolved.
Fix: Create Short Method URL - editing this action in the designer would mistakenly give a message "Please choose which contact this opt out is being sent to." when generating a portal link.
Fix: removed the tab link hover names from within the portal - your end customers don’t need to see that information.
Fix: prevent invalid user email addresses - a validation check is now made to ensure that the email address entered under Customize > Users is a true email address.

Enjoy,

Paul

Method CRM Updates - May 5 - May 14, 2012

Method_Danny — Mon, 14 May 2012 16:34:00 GMT

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

QBD = QuickBooks Desktop

QBO = QuickBooks Online

Estimate

Fixed - the item dropdown list will no longer display inactive items. (QBD & QBO)

Cheers,

Danny

Method CRM Updates - May 1 - May 4, 2012

Method_Danny — Fri, 04 May 2012 13:33:00 GMT

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

QBD = QuickBooks Desktop

QBO = QuickBooks Online

Invoice

New (#3454) - on invoices you can now enter the amount for shipping into the “Shipping” field. Previously we were unable to write to this field but IPP(“Intuit Partner Platform”) has recently changed this. Awesome news for QuickBooks Online users.! :) (QBO)

Estimate

New (#3454) - similar to the invoice screen, you can now enter a shipping amount into the “Shipping” field and it will sync with QuickBooks Online. (QBO)

Cheers,

Danny

Method CRM Updates - April 28 - April 30, 2012

Method_Danny — Mon, 30 Apr 2012 13:13:00 GMT

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

QBD = QuickBooks Desktop

QBO = QuickBooks Online

Activity Type List

Improved - small cosmetic changes to grid and button label for “Close”. (QBD & QBO)
Fix (#3436) - clicking “Save” would not save all sections. (QBD & QBO)

New Activity Type

Improved - small cosmetic changes to button label for “Close”. (QBD & QBO)
Fix (#3436) - clicking “Save” would not save all sections. (QBD & QBO)

Cheers,

Danny

Method CRM Updates - April 25 - April 27, 2012

Method_Danny — Fri, 27 Apr 2012 13:30:00 GMT

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

QBD = QuickBooks Desktop

QBO = QuickBooks Online

Receive Payment

New (#3217) - we’ve applied the same new features added to the estimate screen to yesterday to the receive payment screen. This means you can now take advantage of the single sign in option using the contacts email address. (QBD & QBO)

Cheers,

Danny

Method CRM Updates - April 24, 2012

Method_Danny — Wed, 25 Apr 2012 13:24:00 GMT

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

QBD = QuickBooks Desktop

QBO = QuickBooks Online

QuickBooks Invoice

New (#3217) - we’ve applied the same new features added to the estimate screen yesterday to the invoice screen. This means you can now take advantage of the single sign in option using the contacts email address. (QBD & QBO)

New Lead

Fix - updated some actions that were outdated and flagged with new validation on the Method platform. (QBO)

Cheers,

Danny

Method CRM Updates - April 5 - April 23, 2012

Method_Danny — Tue, 24 Apr 2012 12:13:00 GMT

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

QBD = QuickBooks Desktop

QBO = QuickBooks Online

QuickBooks Estimate

New (#3217) - if the “Email notification when saving?” checkbox is checked, a special miURL email gets sent to the customer. When the customer clicks this link, they are prompted to enter in their email address as part of the authentication process. Some of the feedback we received suggested that some customers simply don’t want the added step of entering their email address. Of course entering the email address is more secure then logging them directly into their portal account. To help scratch the itch we’ve now updated the estimate screen to take advantage of the single sign in option from within the portal settings.

To enable this, click Customize > Portals and edit the portal (likely the Contacts Portal). Once in the edit screen, check the option for “Enable single-click sign in for emailed links”. (QBD & QBO)

Cheers,

Danny

Method Pro Services Updates - April 20, 2012

Method_Valbon — Fri, 20 Apr 2012 13:20:00 GMT

Invoices

New feature to accommodate email notifications when saving.
Fixes to save & close so screen closes when open as pop up.
Fixes to actions on save button to meet Method validation for actions.

Method Platform Updates - April 10, 2012

Method_Paul — Wed, 11 Apr 2012 01:58:00 GMT

Updated Method Integration Engine for QuickBooks Desktop

The following minor update is now available on the version 1.0.203 of the Method Integration Engine.

Display on re-open - We made a minor user-experience update. Previously if the Method Integration Engine was open, and minimized, it would not display if you went to Start > Programs > Method Integration Engine. With this update, the engine immediately displays. This saves the confusion of having to click on the small Method icon on the notification area if the Method Integration Engine is open vs. Start > Programs if it is not open.

This can be updated manually here (or you can wait until it updates itself):

http://www.methodintegration.com/methodintegrationenginev2/methodintegrationqb.application

Enjoy,

Paul

Method Platform Updates - April 9, 2012

Method_Paul — Mon, 09 Apr 2012 21:22:00 GMT

Updated Method Integration Engine for QuickBooks Desktop

The following minor update is now available on the version 1.0.202 of the Method Integration Engine.

Enhanced error reporting - We made a minor update so that we get notified in more situations where the Method Integration Engine cannot complete a full sync due to problems outside your control. This enables our developers and support staff to resolve sync issues proactively.

This can be updated manually here (or you can wait until it updates itself):

http://www.methodintegration.com/methodintegrationenginev2/methodintegrationqb.application

Enjoy,

Paul

Method CRM Updates - March 31 - April 4, 2012

Method_Danny — Wed, 04 Apr 2012 13:34:00 GMT

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

QBD = QuickBooks Desktop

QBO = QuickBooks Online

Item Service

Fixed (#3289) - when adding a new service item from Method, the “Expense Account” dropdown list was missing. This is needed for services that are performed by a sub-contractor. The field has now been added to the screen. (QBD)

Cheers,

Danny

Method Platform Updates - April 2, 2012

Method_Paul — Tue, 03 Apr 2012 01:59:00 GMT

"April" version now available

The following updates are now available on the staging site. You can access the April version by clicking "Switch to the April version" when you sign into Method.

HTML Editor - we have upgraded the HTML Editor (this is the object used for typing in comments for a new activity, or for creating email templates). In the March version, sometimes when the HTML editor was loaded you would be unable to view or enter text entered into the design tab. The previous HTML editor also slowed down page load. The new HTML editor solves these problems.
Import / export - this was updated so that Customer Leads and Vendor Leads have their own virtual table, making them much easier to import into. See release notes.
Tab and tab link renaming made easier - Previously, if you renamed a tab or a tab link you'd have to also rename the Go To Tab Link actions that referenced them, otherwise the Go To Tab Link action would break. We improved the logic behind the scenes, to make this happen automatically. Go ahead, and rename away!
Sales tax rounding - We switched the rounding of sales tax to use 'round away from zero' methodology, instead of standard mathematical rounding. This matches QuickBooks rounding. This will prevent scenarios where sales tax is sometimes 1 cent off in Method vs. QuickBooks.
5 digit port numbers - SMTP email server settings now support 5 digit ports. Before the limitation was 3 digits.
SMTP email settings in My Profile - your users can now enter their own SMTP email settings by clicking on their User Name in the top-right, and choosing My Profile. Previously, this could only be set by administrators.
Authorize.NET emulation - you can now override the POST URL for the Authorize.NET payment gateway. This allows you to use any credit card processor that supports Authorize.NET emulation (i.e. they have an API that works just like Authorize.NET, so it's just a matter of pointing the credit card processing to their site instead of Authorize.NET's site.
Fix: Document special characters - documents that were uploaded with an & or ' in their name had trouble being viewed or uploaded. This is resolved.
Fix: Users special characters - users with an '#' in their name caused them to be un-editable. This is resolved.
Fix: Dropdowns with empty values - previously if you had referenced a dropdown object in an action such as "Enter Value Into Field On Screen" or "Retreive Value From Screen", and that dropdown was never specified, or had since been removed....Method would just skip it and move on. This runs the risk of giving undesired results - as their must have been a reason you specified a dropdown in that action in the first place. With the April version we now alert you to this issue, and tell you which action needs to be fixed.
Mobile Sign In - you are now able to sign into Method Mobile using your Google Apps account or Intuit Account. This is much easier than typing out your Company Account, User Name and Password on a mobile screen.

Enjoy,

Paul

Method Platform Updates - March 31, 2012

Method_Paul — Sat, 31 Mar 2012 19:00:00 GMT

Updated Import / Export Tool

The following updates are now available for the Method Import / Export tool:

Common tables - When choosing to import or export tables, only "Common tables" are shown initially. To show the rest of the tables, simply unclick Show only common tables?.
Customer and Vendor tables - The Customer and Vendor tables now only export non-leads.
New Customer Lead and Vendor Lead virtual tables have been added to the list. These tables only export leads. If you import into these tables, and do not have an IsLeadStatusOnly column in your import file, they will automatically be imported as leads.
New Customer and Customer Lead and Vendor and Vendor Lead virtual tables have been added. These tables export both leads and non-leads.
Button styling has been updated to match the latest styling inside Method.
A new Method CRM Help Center article has been written, click here to view it.

Enjoy,

Paul

Method CRM Updates - March 30, 2012

Method_Danny — Fri, 30 Mar 2012 13:18:00 GMT

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

QBD = QuickBooks Desktop

QBO = QuickBooks Online

Contacts

Fixed (#3349) - when the screen initially loaded for a new contact, the “Email notification” checkbox was not appearing. This has now been fixed to appear when the screen loads. (QBD & QBO)

Contacts List

Fixed (#3349) - when the screen initially loaded for a new contact, the “Email notification” checkbox was not appearing. This has now been fixed to appear when the screen loads. (QBD & QBO)

Cheers,

Danny