Method Community

 

Release Notes

Method CRM Updates - August 5 - August 17, 2011

Customer and Contacts List

  • Updated - ‘Balance’ column to be a fixed width. (QBD & QBO)

Portal Cases

  • Fix - activities that are inserted for an existing Case through the portal will now fill in the “Contacts” field in the Cases table with the logged in user from the portal.  Prior to CRM 2.0, there was no such field for ‘Contacts’ so this needed to be updated.  We’ve also ensured that the name, email and phone number for the inserted activity are pulled from the logged in portal user. (QBD & QBO)
  • Fix - the Case dialog was using the the contact name assigned to the case when appending the name to the activity name and date stamp in the dialog.  This has now been changed to use the name of the logged in contact for the portal.  (QBD & QBO)


Portal New Case

  • Fix - activities that are inserted for a new Case through the portal will now fill in the “Contacts” field in the Cases table with the logged in user from the portal.  (QBD & QBO)


Cheers,

Danny

Note: The following indicates which accounting application(s) the release notes apply to.
  • QBD = QuickBooks Desktop
  • QBO = QuickBooks Online

 

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