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Release Notes

Method CRM Updates - September 16 - September 18, 2011

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

Activity Status (QBD & QBO)

  • New - Activity Status Type field providing 3 options including pending, completed or cancelled.  Any new records will be defaulted to “pending”.
  • New - added verification of required fields.
  • New - the “Existing Activity Statuses” grid now displays 3 new columns including Activity Status Type, Cause Reminder and Status Color.
  • New - the “Existing Activity Statuses” grid now has 4 filter views added to easily filter by the status type.

New Activity Status (QBD & QBO)

  • New - Activity Status Type field providing 3 options including pending, completed or cancelled.  Any new records will be defaulted to “pending”.
  • New - added verification of required fields.

Leads and Contacts List (QBD & QBO)

  • Fix - changed the “Customer Name” column to be “Lead Name” column.
  • New - renamed the “Contact Details” column to “Contact Name / Phone / Email”.
  • New - 2 new columns added for “Last Activity” and “Next Activity”.  This is part of a new feature we’ve built into Method which is discussed here.  
  • New - 6 new filter views have been added.
    • My Active Lead Contacts with with no Last Activity
    • My Active Lead Contacts with with no Next Activity
    • My Active Lead Contacts with no Activities
    • Shared Active Lead Contacts with no Last Activity
    • Shared Active Lead Contacts with no Next Activity
    • Shared Active Lead Contacts with no Activities

Customers and Contacts List (QBD & QBO)

  • New - renamed the “Contact Details” column to “Contact Name / Phone / Email”.
  • New - 2 new columns added for “Last Activity” and “Next Activity”.  This is part of a new feature we’ve built into Method which is discussed here.  
  • New - 6 new filter views have been added.
    • My Active Customer Contacts with no Last Activity
    • My Active Customer Contacts with no Next Activity
    • My Active Customer Contacts with no Activities
    • Shared Active Customer Contacts with no Last Activity
    • Shared Active Customer Contacts with no Next Activity
    • Shared Active Customer Contacts with no Activities

Opportunities List (QBD & QBO)

  • New - renamed the “Contact Details” column to “Contact Name / Phone / Email”.
  • New - 2 new columns added for “Last Activity” and “Next Activity”.  This is part of a new feature we’ve built into Method which is discussed here.
  • New - removed the “Description” column to make room for the two columns mentioned above.
  • New - 6 new filter views have been added.
    • My Opportunities in pipeline with no Last Activity
    • My Opportunities in pipeline with no Next Activity
    • My Opportunities in pipeline with no Activities
    • Shared Opportunities in pipeline with no Last Activity
    • Shared Opportunities in pipeline with no Next Activity
    • Shared Opportunities in pipeline with no Activities

Cases List (QBD & QBO)

  • New - renamed the “Contact Details” column to “Contact Name / Phone / Email”.
  • New - 2 new columns added for “Last Activity” and “Next Activity”.  This is part of a new feature we’ve built into Method which is discussed here.
  • New - 6 new filter views have been added.
    • My Active Cases with no Last Activity
    • My Active Cases with no Next Activity
    • My Active Cases with no Activities
    • Shared Active Cases with no Last Activity
    • Shared Active Cases with no Next Activity
    • Shared Active Cases with no Activities


Cheers,

Danny

 

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