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Release Notes

Method CRM Updates - February 6, 2012

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

  • QBD = QuickBooks Desktop
  • QBO = QuickBooks Online

Edit Lead

  • New - the “Documents” tab section now allows Method users to upload new documents or attach existing documents in the document library directly to a lead. (QBD & QBO)
    Documents Tab Section 
  • New - if you use SmartVault and attach documents to a lead, when that lead turns into a QuickBooks customer, Method will automatically upload those documents to SmartVault.  This means when you view that customers record in QuickBooks, you will see the documents in the SmartVault toolbar. (QBD)  

    For QuickBooks Online users, the SmartVault documents will only display in SmartVault’s web access portal not in QBO.  Adding integration with QBO is something SmartVault plans to release in the future.    
  • New - the tab link now hows the current balance in the tab link now. (QBD & QBO)
    Customer balance in tab link  
  • Improved - the “Contacts” tab section now has updated column headings which allow for more data to appear.  For example, the grid now shows “Phone/Alt.Phone/Mobile” all in a single column.  Previously these were separate or hidden columns. (QBD & QBO)
    Contacts Tab Section 
  • Fixed (#2911) - when creating or editing a contact from the “Contacts” tab section, we now pass additional information to the pop-up screen to avoid chances for a blank entry.  (QBD & QBO)

Edit Customer

  • New - we’ve added the same capabilities as the Edit Lead screen for the new “Documents” tab section. (QBD & QBO)
  • New - users of SmartVault can how “fetch” documents from SmartVault into Method by clicking “Document... > Fetch existing SmartVault documents” under the “Documents” tab section. (QBD)
    Fetch SmartVault Documents 
  • New - similar to the “New Customer” screen in QBO, you can now assign customers as a “sub-customer” under the “Additional Info” tab section. (QBO)
  • New - the tab link now hows the current balance in the tab link now. (QBD & QBO)    
  • Improved - the “Contacts” tab section now has updated column headings which allow for more data to appear.  For example, the grid now shows “Phone/Alt.Phone/Mobile” all in a single column.  Previously these were separate or hidden columns. (QBD & QBO)
  • Fixed (#2911) - when creating or editing a contact from the “Contacts” tab section, we now pass additional information to the pop-up screen to avoid chances for a blank entry.  (QBD & QBO)


Cheers,

Danny

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