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Release Notes

Method CRM Updates - March 15 - March 16, 2012

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

  • QBD = QuickBooks Desktop
  • QBO = QuickBooks Online

Contacts List

  • New - new screen that allows for adding and editing of contacts for an entity.  (QBD & QBO)

Contacts

  • Improved - before we attempt to save a contact, we now verify that the contact has a full name assigned.  This prevents contacts being created that are not assigned to an entity.  (QBD & QBO)
  • Fixed - now the “Email Confirmation” checkbox only appears when the entity is a customer. (QBD & QBO)  

Vendors List

  • New  - similar to the customer and lead screens, we’ve now added the ability for vendors to add an unlimited amount of contacts.  This was already available for QuickBooks Desktop but not QuickBooks Online.  (QBO)
  • Improved - under the “Activities” tab section, when you click on “New Activity” you are taken to the Method 2.0 style activity screen vs. the older style activity screen. (QBD & QBO)
  • Improved - under the “Activities” tab section, when you click on “Go To” in the activities grid you are taken to the Method 2.0 style activity screen vs. the older style activity screen. (QBD & QBO)
  • Fixed (#2920) - when clicking on the Add/Edit Contacts button you are now taken to the new ContactsList screen.  This allows you to add/edit contacts vs. only adding contacts.  (QBD)

Cheers,

Danny

 

 

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