Method Community

 

Release Notes

Method CRM Updates - February 8 - February 15, 2012

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

  • QBD = QuickBooks Desktop
  • QBO = QuickBooks Online


Estimate

  • New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD & QBO)
  • New - in the “Existing Estimates” grid you can now click the Customer:Job and be automatically linked to the Edit Lead or Edit Customer respectively. (QBD & QBO)  

Invoice

  • New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD & QBO)
  • New - in the “Existing Invoices” grid you can now click the Customer:Job and be automatically linked to the Edit Lead or Edit Customer respectively. (QBD & QBO)

Receive Payment

  • New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD & QBO)
  • New - in the “Existing Received Payment” grid you can now click the Customer:Job and be automatically linked to the Edit Lead or Edit Customer respectively. (QBD & QBO)
  • Fixed - the Payment Method dropdown list now only shows active payment methods. (QBD & QBO)
  • Fixed (#3240) - the Select the invoices you wish to pay grid now refreshes properly when clicking selecting an invoice. (QBD & QBO)

Sales Orders

  • New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD)
  • New - in the “Existing Sales Orders” grid you can now click the Customer:Job and be automatically linked to the Edit Lead or Edit Customer respectively. (QBD)

New Document

  • New - added the ability to attach new documents to estimates, invoices, received payments and sales orders(QBD) when the screen is called in pop-up windows. (QBD & QBO)

Edit Document

  • New - the Existing Document Links grid now displays CRM and customer links all in one grid.  Depending on what the document link is linked to, the grid will display the name of the CRM link or the reference number of the transaction. (QBD & QBO)

Edit Document Link

  • New - added the ability to link documents to estimates, invoices, received payments and sales orders(QBD).


Cheers,

Danny

 

Comments

No Comments

This Blog

Syndication