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Release Notes

Method CRM Updates - December 14, 2012

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

  • QBD = QuickBooks Desktop
  • QBO = QuickBooks Online

Edit Opportunity

  • Improved (#4027) - when loading an existing opportunity, if the “contact” dropdown list is empty we now check to see if the customer dropdown has a customer selected. If a customer is selected, we attempt to fill in the contact for you by looking up the first contact for that customer. This is helpful for users uploading opportunities via the import tool who haven’t specified a contact for the contact dropdown list. (QBD & QBO)




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