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Release Notes

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

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