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Keep up to date with Method changes and updates.

C I SMITH

C I SMITH

Upgrading QuickBooks

11 July 2016

Whilst seeming like a daunting task the upgrade from QuickBooks 2014 to the most recent 2016 wasnt all that bad.  If you are going to embark on such a project why not let us know and we can help guide you through the process?  Email us on This email address is being protected from spambots. You need JavaScript enabled to view it..  We would love to hear how it all went in the case that you have completed the upgrade too.

 

Method CRM updates - Jan 30, 2013

27 July 2013

Method CRM updates - Jan 30, 2013

Posted: 30 Jan 2013 05:37 AM PST

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

  • · QBD = QuickBooks Desktop
  • · QBO = QuickBooks Online
  • · 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)

Contacts Screen

Method CRM updates - Feb 4, 2013

27 July 2013

Method CRM updates - Feb 4, 2013

Posted: 04 Feb 2013 05:21 AM PST

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)

Method CRM updates - Feb 17, 2013

27 July 2013

Method CRM updates - Feb 17, 2013

Posted: 17 Feb 2013 06:03 PM PST

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

  • · QBD = QuickBooks Desktop
  • · QBO = QuickBooks Online
  • · 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)

Tags & List Builder Screens

Help Center for Tags - We wrote a help center article that explains how tags work.

Method Platform Updates - March 19, 2013

27 July 2013

Method Platform Updates - March 19, 2013

Posted: 19 Mar 2013 06:55 PM PDT

"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.

Method CRM Updates - March 27, 2013

27 July 2013

Method CRM Updates - March 27, 2013

Posted: 27 Mar 2013 07:47 PM PDT

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)

Method CRM Updates - April 15, 2013

27 July 2013

Method CRM Updates - April 15, 2013

Posted: 15 Apr 2013 03:38 PM PDT

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)

Method Platform Updates - May 2, 2013

27 July 2013

Method Platform Updates - May 2, 2013

Posted: 02 May 2013 09:49 AM PDT

"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.

Method CRM Updates - May 26, 2013

27 July 2013

Method CRM Updates - May 26, 2013

Posted: 26 May 2013 02:05 PM PDT


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

  • · QBD = QuickBooks Desktop
  • · QBO = QuickBooks Online
  • · Improved  - we’ve now released the latest and greatest changes to the activity screen which were released to QuickBooks Desktop users earlier this year. For more information, checkout the release note by clicking here. (QBO)

Activity

My CRM Preferences

Improved  - we’ve released the same updates from the QuickBooks Desktop release earlier this year. (QBO)

Method Platform Updates - June 14, 2013

27 July 2013

Method CRM Release Notes

 

Method Platform Updates - June 14, 2013

Posted: 16 Jun 2013 05:02 AM PDT

"June" version now available

The following updates are available on the staging site, as of June 14th.  You can access the June version by clicking "Switch to the June Version" when you sign into Method.

  • § Improvement: We have added behind-the-scenes support for MailChimp integration. This won't be made available on stock screens until the staging period is over. If you are eager to get started, you can follow the instructions at http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&id=289 where it explains how to customize your screen to expose it (look for NOTE: if your List Builder screen has been customized......)
  • § Improvement: Support for SmartVault for QuickBooks Online! SmartVault has released a killer toolbar into QuickBooks Online for document managment. As a valued partner we jumped on early to integrate. To learn more about SmartVault integration with Method, click here.

 

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