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Release Notes

Method CRM Updates - September 12 - September 20, 2012

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

  • QBD = QuickBooks Desktop
  • QBO = QuickBooks Online

New Customer

  • Fixed (#3788) - the “Terms” dropdown list now displays only active terms. (QBO)

New Lead

  • Fixed (#3788) - same as the fix we applied for the New Customer screen. (QBO)

Existing Documents Link List

  • Improved (#3774) - if something goes wrong when fetching documents from SmartVault, we now provide a message detailing what the response is from SmartVault. (QBD)




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