• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Edit Lead

• New - the “Documents” tab section now allows Method users to upload new documents or attach existing documents in the document library directly to a lead. (QBD & QBO)
   
• New - if you use SmartVault and attach documents to a lead, when that lead turns into a QuickBooks customer, Method will automatically upload those documents to SmartVault.  This means when you view that customers record in QuickBooks, you will see the documents in the SmartVault toolbar. (QBD)  
  
  For QuickBooks Online users, the SmartVault documents will only display in SmartVault’s web access portal not in QBO.  Adding integration with QBO is something SmartVault plans to release in the future.    
• New - the tab link now hows the current balance in the tab link now. (QBD & QBO)
   
• Improved - the “Contacts” tab section now has updated column headings which allow for more data to appear.  For example, the grid now shows “Phone/Alt.Phone/Mobile” all in a single column.  Previously these were separate or hidden columns. (QBD & QBO)
   
• Fixed (#2911) - when creating or editing a contact from the “Contacts” tab section, we now pass additional information to the pop-up screen to avoid chances for a blank entry.  (QBD & QBO)

Edit Customer

• New - we’ve added the same capabilities as the Edit Lead screen for the new “Documents” tab section. (QBD & QBO)
• New - users of SmartVault can how “fetch” documents from SmartVault into Method by clicking “Document... > Fetch existing SmartVault documents” under the “Documents” tab section. (QBD)
   
• New - similar to the “New Customer” screen in QBO, you can now assign customers as a “sub-customer” under the “Additional Info” tab section. (QBO)
• New - the tab link now hows the current balance in the tab link now. (QBD & QBO)    
• Improved - the “Contacts” tab section now has updated column headings which allow for more data to appear.  For example, the grid now shows “Phone/Alt.Phone/Mobile” all in a single column.  Previously these were separate or hidden columns. (QBD & QBO)
• Fixed (#2911) - when creating or editing a contact from the “Contacts” tab section, we now pass additional information to the pop-up screen to avoid chances for a blank entry.  (QBD & QBO)

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Edit Opportunity

• Fixed (#3210) - if an activity was related to an opportunity but did not have a contact assigned, an error message was appearing when attempting to save the activity.  We’ve now updated the actions on the Save, Save & Back and Save & Close to allow for activities to be saved with blank contact names.  Special thanks to Antonio Macedo from CSConsult for finding this.  (QBD & QBO)

Danny

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

New Customer

• New (#3162) - when creating a new customer you can now make that customer a sub-customer just like you can in QuickBooks Online (“QBO”).  Previously this was not available to developers on the Intuit Partner Platform.  If you’re unsure of what a sub-customer is, hover your mouse over the checkbox to get a helpful tip.  We’ve also followed the same logic as QBO when it comes to pulling information from the parent customer.  This means only if the address fields are totally blank, we’ll import the “bill to” information into the appropriate fields.  Same goes for email, phone, mobile, fax and pager.  Provided they are empty, we’ll pull the parents info over and fill it in for you.  (QBO)
   
• Fixed (#2848) - tab ordering was off on the right side of the screen. (QBO)

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Documents Tab

• New - a new tab called “Documents” has been added to the “CRM” tab group for all Method accounts which is dedicated to the document library in Method CRM.  Previous to the release of this tab, documents were only accessible (at least easily) by going to the Edit Opportunity, Edit Case and Edit Solution screens.  Now through this tab, documents stored throughout the various screens in Method can be easily visible through the documents list and of course added/edited as needed.  The new tab includes three default tab links for Documents List, New Document and Edit Document.   (QBD & QBO)

Documents List

• New - displays all documents stored in the Method document library.  This of course takes advantage of shared lists.  As well, the “New Document” button is taking advantage of the new button styling, soon to be applied to other list screens.  You’ll only be able to see the new button styling on the “stage” site for now.  (QBD & QBO)

New Document

• New - allows for the upload of new documents to the document library.  Documents can be uploaded directly into Method using the native upload Method, by providing a URL link (useful if the file is larger than 5MB) or to SmartVault.  This screen will also be used in various CRM and transaction screens throughout Method CRM to upload documents easily to the document library.  (QBD & QBO)

Edit Document

• New - allows you to edit details of documents in the document library.  Since documents in Method can linked to more than one transaction, activity, opportunity, etc, you’ll be able to see all the existing links in this screen.  Of course you can create new links from here as well.  (QBD & QBO)

Edit Opportunity

• Improved - the “link or upload” button has been replaced with a “Document” button.  From here you can easily upload a new document or link an existing document with less clicks.  This also takes advantage of using the new document screens.  (QBD & QBO)
• Improved - from the “Contact Information” section, you can click on the headers for “Lead / Customer Info” or “Contact Info” to launch the Edit Lead/Edit Customer or Edit Contact screens.  Previously this needed to be accessed by clicking “More actions...”.  This makes it much quicker to access the same screens.  Less clicks! (QBD & QBO)

Edit Case

• Improved - the “link or upload” button has been replaced with a “Document” button.  From here you can easily upload a new document or link an existing document with less clicks.  This also takes advantage of using the new document screens.  (QBD & QBO)
• Improved - from the “Contact Information” section, you can click on the headers for “Lead / Customer / Vendor / Employee Info” or “Contact Info” to launch the Edit Lead/Edit Customer/Edit Vendor/Edit Employee or Edit Contact screens.  Previously this needed to be accessed by clicking “More actions...”.  This makes it much quicker to access the same screens.  Less clicks! (QBD & QBO)

Edit Solution

• Improved - the “link or upload” button has been replaced with a “Document” button.  From here you can easily upload a new document or link an existing document with less clicks.  This also takes advantage of using the new document screens.  (QBD & QBO)
• Improved - the tab link name now renames automatically to include the solution number and title.  (QBD & QBO)

Danny

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

QuickBooks Estimate

• Fixed - under the “More actions...” button there was an option for “Create Sales Order” however Sales Orders are not yet supported for QuickBooks Online.  We have removed this option. (QBO)

Danny

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

New Activity

• New - the left panel which displays the lead/customer/vendor/employee and contact info now has a click-able header.  Clicking on the header will launch the edit lead/customer/vendor/employee and edit contact screens.  Previously you could access these screens by clicking the “More actions” button but this is a quicker way to access the same edit screens. (QBD & QBO)

Danny

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

New Activity

• Improved - small cosmetic change with relabelling “Cancel/Close” to “Close”. (QBD & QBO)
• Improved - when opening an existing activity, if the “Start Date” is not filled in, we will automatically fill in the current date and time.  Normally this is filled in anyway for a new activity however if someone manually deleted this, we now insert a date so it isn’t blank.  This will also benefit the save actions since we calculate the duration for completed activities based on the difference between Start Date and Completed Date. (QBD & QBO)
• Fixed (#3084) - when launching the screen in a pop-up and closing, the screen in the background appears distorted.  This was the result of using the “Go to Field” action after closing the pop-up window.  (QBD & QBO)

Danny