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Release Notes

Method CRM Updates - August 21, 2012

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

  • QBD = QuickBooks Desktop
  • QBO = QuickBooks Online

Edit Lead

  • Fixed (#3599) - removed actions related to passing the entity name to the contacts pop-up screen. (QBD & QBO)
  • Fixed (#3652) - removed balance field from tab link and screen. (QBD & QBO)
  • Fixed - when adding a new contact for a lead by clicking “Add Contact”, when the pop-up closed the contacts grid did not refresh automatically.  Now the grid will automatically refresh upon closing. (QBD)




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