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Release Notes

Method CRM Updates - October 5 - October 7, 2011

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

Edit Case

  • New - you can now launch the edit contact screen from any of the tab sections by clicking More actions... > Edit Contact... Of course a contact would need to be selected from the Contact dropdown list at the top of the screen for this to work. (QBD & QBO)
    Edit Contact screen in Method CRM for QuickBooks 
  • New - the “Activity Contact” and “Follow-up Contact” dropdown lists located under the Case Dialog & New / Edit Activity tab have been updated to only show contacts that belong to the lead/customer/vendor associated with the case.  This makes it much easier to locate a specific contact at the company when adding an activity from this screen. (QBD & QBO)
  • New - now you can add a new contact for the lead/customer/vendor associated with the case by clicking the dropdown list for “Activity Contact” or “Follow-up Contact” and selecting < Add New >. (QBD & QBO)
  • New - added a new option to delete an activity from this screen by clicking More actions... > Delete Activity under the New/Edit Activity tab. (QBD & QBO)
  • New - the ( … ) and < Add New > options were added to the following dropdown lists.  This will make things easier for adding/editing values to the dropdowns. (QBD & QBO)
    • Activity Type
    • Activity Priority
    • Follow-up Type
    • Follow-up Status
    • Follow-up Priority
  • Improved - now when a different contact is selected from the “Contact” dropdown list, the “Activity Contact” and “Follow-up Contact” dropdowns get pre-filled automatically with the name in the “Contact” dropdown. (QBD & QBO)
  • Improved - the “Activity Contact” and “Follow-up Contact” dropdown lists now display the contacts phone number for the second column and email address for the thrid column.  Since we already know the company and entity type, its more useful to have these fields displayed here as additional columns. (QBD & QBO)
  • Improved - removed the “Complete, Save & New Activity” button from the screen.  After some feedback from the community and our own internal team, we’ve integrated this into the “Save”, “Save & Back” and “Save & Close” buttons. (QBD & QBO)
  • Improved - the “Save” button now has 2 options when clicked. (QBD & QBO)
    • Save Case - which simply saves the case.
    • Save Case, Complete Activity & New Activity - which saves the case, completes the activity and then clears the screen for a new activity to be added.  
  • Improved - the “Save & Back” button now has 2 options when clicked. (QBD & QBO)
    • Save Case & Back - which simply saves the case and returns you back to your last known location.
    • Save Case, Complete Activity & Back - which saves the case, completes the activity and returns you back to your last known location.
  • Improved - the “Save & Close” button now has 2 options when clicked. (QBD & QBO)
    • Save Case & Close - which simply saves the case and closes the pop-up window.
    • Save Case, Complete Activity & Close - which saves the case, completes the activity and closes the pop-up window.
  • Improved - updated filter views for Existing Activities for this Case to us the new “Activity Status Type” field.  This way if someone changes the name of the activity status, it will not cause any problems with the way activities are displayed in the grid. (QBD & QBO)
  • Fix - when navigating to the Edit Case screen from the Activities List if the Go Back button was clicked, you would be taken back to the Activities List screen.  However if you went back to the Cases tab, the screen would appear with no selected tab link.  Now this tab will be taken back to the Cases List tab link. (QBD & QBO)
  • Fix - all images on screen have now been updated to use https. (QBD & QBO)
  • Fix - when selecting a different contact for the case an error message regarding sales rep appeared.  This has now been updated to reflect the assigned to field instead. (QBO)

Contacts

  • Fix - all images on screen have now been updated to use https. (QBD & QBO)


Thanks for all the great feedback and interaction,

Danny

 

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