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Release Notes

Method CRM Updates - August 23 - August 24, 2011

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

Activity Type

  • New - a field called “App Specific?” has been added to the screen and indicates if the activity type is used by a specific Method app.  By default, the activity type “Work Order” has this turned on since this is used by Method Field Services and Method Scheduling and Invoicing. (QBD & QBO)
  • New -  a field called “Description” has been added to the screen and provides a short description of each activity type. (QBD & QBO)
  • New - the “Existing Activity Types” grid now displays 5 new columns, providing a quick glance of all your settings for each activity type.  The names of these columns are (QBD & QBO):
    • Description
    • Show On Calendar?
    • Cause Reminder?
    • App Specific?
    • Auto Create Follow Up?
  • New - the “Description” field can be spell checked by going to More actions... > Spell Check - Description. (QBD & QBO)

New Activity Type

  • New - a field called “App Specific?” has been added to the screen and indicates if the activity type is used by a specific Method app.  By default, the activity type “Work Order” has this turned on. (QBD & QBO)
  • New -  a field called “Description” has been added to the screen and provides a short description of each activity type. (QBD & QBO)
  • New - the “Description” field can be spell checked by going to More actions... > Spell Check - Description. (QBD & QBO)

New Activity

  • Fix - the Activity Type dropdown list now filters to show only types with IsAppSpecific = No. (QBD & QBO)
  • Fix - the Follow-up Activity Type dropdown list now filters to show only types with Is App Specific = No. (QBD & QBO)


The following screens will be updated in the next couple days to reflect the changes for the “app specific” checkbox for activity types.
  • Activities List
  • Activity Calendar
  • New Opportunity
  • Edit Opportunity
  • New Case
  • Edit Case


Cheers,

Danny

 

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