Method Community

 

Release Notes

Method CRM Updates - September 23 - September 24, 2011

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

Edit Lead

  • Improved - optimized when pop-up screens are opened for Contacts, Activities, Opportunities and Cases so that grids only refresh when they need to.
  • Improved - the “Convert” button has been relabeled to “Convert to Customer”.  This is more descriptive especially with new users.
  • Fix - when clicking the “Add Contact” button and closing the pop-up window, the contacts grid was not refreshing automatically.  

Edit Customer

  • Improved - optimized when pop-up screens are opened for Contacts, Activities, Opportunities and Cases so that grids only refresh when they need to.
  • Fix - when clicking the “Add Contact” button and closing the pop-up window, the contacts grid was not refreshing automatically.  


Cheers,

Danny

 

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