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Release Notes

Method CRM Updates - December 14 - December 20, 2011

 The following indicates which accounting application(s) the release note(s) apply to.

  • QBD = QuickBooks Desktop
  • QBO = QuickBooks Online

New Activity

  • Fix - when selecting an email template from the dropdown list, the subject was replacing the body during the mail merge. (QBO)
  • Fix - when selecting an email template from the dropdown list, if a contact is selected for the activity and the “To” field for the email is empty, we fill in the contacts email address.  Previously the entity’s email address was being filled in. (QBO)
  • Fix - when selecting an email template from the dropdown list, we now check to see if a contact is selected before attempting to fill in the “To” field if it is empty. (QBD & QBO)
  • Fix - when selecting an email template, if the entity is blank we no longer try and mail merge the entity fields. (QBD & QBO)
  • Fix - when saving an activity, if the entity is blank we no longer try and mail merge the entity fields. (QBD & QBO)


Cheers,

Danny Gift

 

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