Method Community

 

Release Notes

Method CRM Updates - October 16 - October 17, 2011

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

Edit Lead

  • Improved - the caption for “Customer Name” was changed to “Lead Name”.  Keeps it consistent with the New Lead screen. (QBD & QBO)
  • Improved - the “First Name” field has now been made a required field to be entered in. (QBO)
  • Improved - the “Contact” field has now been made a required field to be entered in. (QBD)
  • Improved - add the following two columns in the dropdown for “Campaign”. (QBD & QBO)
    • Campaign Type - 2nd column in dropdown
    • Campaign Status - 3rd column in dropdown

New Customer

  • New - you can now add a new QuickBooks Sales Rep by clicking the < Add New > option under the Sales Rep dropdown List. (QBD)
  • Improved - the “Contact” field has now been made a required field to be entered in.  Why?  This avoids problems down the road if you’re trying to add a new activity/opportunity/case and are unable to locate the lead because the contact name is empty. (QBD)
  • Improved - the “First Name” field has now been made a required field to be entered in.  Why?  This avoids problems down the road if you’re trying to add a new activity/opportunity/case and are unable to locate the lead because the contact name was empty. (QBO)
  • Improved - added the following two columns in the dropdown list for “Sales Rep”. (QBD)
    • Sales Rep Name - 2nd column in dropdown
    • Entity Type - 3rd column in dropdown

Edit Customer

  • Improved - the “First Name” field has now been made a required field to be entered in. (QBO)
  • Improved - the “Contact” field has now been made a required field to be entered in. (QBD)
  • Improved - add the following two columns in the dropdown for “Campaign”. (QBD & QBO)
    • Campaign Type - 2nd column in dropdown
    • Campaign Status - 3rd column in dropdown
  • Improved - the “Campaign” dropdown list now only shows active campaigns. (QBD)


Cheers,

Danny

 

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