Method Community

 

Release Notes

Method CRM Updates - August 18, 2011

 

Mobile Invoice

  • When a Customer is selected the Rep field is populated with the Sales Rep that is assigned to the Customer (QuickBooks Desktop)
  • Set default grid filter to Shared Invoices for Today (QuickBooks Desktop and QuickBooks Online)

Mobile Estimate

  • When a Customer is selected the Rep field is populated with the Sales Rep that is assigned to the Customer (QuickBooks Desktop)
  • Set default grid filter to Shared Estimates for Today (QuickBooks Desktop and QuickBooks Online)
-Michael

 

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