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Release Notes

December 2013 - Posts

  • Method CRM Updates - Dec 30, 2013

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

    • QBD = QuickBooks Desktop

    • QBO = QuickBooks Online

    New Customer

    • Improved (#4803) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5. (QBO)

    Edit Customer

    • Improved (#4803) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5. (QBO)

    New Lead

    • Improved (#4803) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5. (QBO)

    Edit Lead

    • Improved (#4803) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5. (QBO)

    New Opportunity

    • Improved (#4803) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5 when adding new lead / customer.(QBO)

    Reports

    • New (#4825) - Added Cases Reports screen. (QBO)

    Dashboards

    • New (#4857) - Added Customers dashboard screen. (QBO)

    • New (#4859) - Added Activities dashboard screen. (QBO)

    • New (#4866) - Added Opportunities dashboard screen. (QBD)

    • New (#4867) - Added Opportunities dashboard screen. (QBO)

    • New (#4869) - Added Cases dashboard screen. (QBO)

    Cheers,


    Michael

  • Method CRM Updates - Dec 16, 2013

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

    • QBD = QuickBooks Desktop

    • QBO = QuickBooks Online

    Dashboards

    • New (#4832) - Added Leads Dashboard screen. (QBO)

    • New (#4833) - Added Customers dashboard screen. (QBD)


    Cheers,

    Michael

  • Method CRM Updates - Dec 10, 2013

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

    • QBD = QuickBooks Desktop

    • QBO = QuickBooks Online

    Reports

    • Improved (#4816) - Lead Reports screen updated. (QBO)

    • New (#4819) - Added Customer Reports screen. (QBO)

    • New (#4820) - Added Activity Reports screen. (QBO)

    • New (#4826) - Added Opportunity Reports screen. (QBO)

    Cheers,

    Michael

  • Method CRM Updates - Dec 4, 2013

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

    • QBD = QuickBooks Desktop

    • QBO = QuickBooks Online

    Invoice

    • Improved (#4388) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5. (QBO)

    Estimate

    • Improved (#4388) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5. (QBO)

    Cheers,

    Michael

  • Method CRM Updates - Dec 2, 2013

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

    • QBD = QuickBooks Desktop

    • QBO = QuickBooks Online

    Reports

    • Improved (#4709) - Lead Reports screen updated. (QBD)

    • New (#4773) - Added Customer Reports screen. (QBD)

    • New (#4791) - Added Activity Reports screen. (QBD)

    • New (#4794) - Added Opportunity Reports screen. (QBD)

    • New (#4798) - Added Case Reports screen. (QBD)

    QBO users stay tuned for the release of QBO report screens which are coming soon. :)

    Cheers,

    Michael

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