Method Community

 

Release Notes

Method CRM Updates - September 19 - September 20, 2011

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

Leads and Contacts List

  • New - the “Type” column now displays the Sales Rep, Type and Title.  In the case of QBO, it displays the Assigned To instead. (QBD & QBO)
  • New - the “Lead Name” column now displays the Contact Name, Lead Name and Company Name.  (QBD & QBO)
  • New - the contact details column now displays Phone, Email and Mobile. (QBD & QBO)
  • New - the “Alt Phone” is now a hidden column that can be displayed using the gear in the bottom right corner of the grid.  This temporarily displays the column in the grid.  (QBD)
  • New - the “Other” field is now a hidden column that can be displayed using the gear in the bottom right corner of the grid.  This temporarily displays the column in the grid.  (QBO)
  • New - added a new filter view called “Shared Active Lead Contacts with no Sales Rep” which shows any leads that don’t have a Sales Rep assigned but are active. (QBD)
    Sales Rep on grid 
  • New - added a new filter view called “Shared Active Lead Contacts with no Assigned To” which shows any leads that don’t have a Assigned To user but are active. (QBO)

Customer and Contacts List

  • New - the “Type” column now displays the Sales Rep, Type and Title.  In the case of QBO, it displays the Assigned To instead. (QBD & QBO)
    New columns for grids 
  • New - the “Customer Name” column now displays the Contact Name, Customer Name and Company Name.  (QBD & QBO)
  • New - the contact details column now displays Phone, Email and Mobile. (QBD & QBO)
  • New - the “Alt Phone” field is now a hidden column that can be displayed using the gear in the bottom right corner of the grid.  This temporarily displays the column in the grid.  (QBD)
  • New - the “Other” field is now a hidden column that can be displayed using the gear in the bottom right corner of the grid.  This temporarily displays the column in the grid.  (QBO)
  • New - added a new filter view called “Shared Active Customer Contacts with no Sales Rep” which shows any customers that don’t have a Sales Rep assigned but are active. (QBD)
  • New - added a new filter view called “Shared Active Customer Contacts with no Assigned To” which shows any customers that don’t have a Assigned To user but are active. (QBO)


Cheers,

Danny

 

Comments

No Comments

This Blog

Syndication