• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

New Lead

• New - if a lead is related to a campaign, you can now select that campaign using the “Campaign” dropdown list.  Only active campaigns will appear in this dropdown. (QBD & QBO)
   
• New - you can now add a new QuickBooks Sales Rep by clicking the < Add New > option under the Sales Rep dropdown List. (QBD)
• Improved - the “Lead Rating” dropdown list now defaults to “Hot”.  Previously this dropdown was blank until a value was assigned.  (QBD & QBO)
• Improved - the caption for “Customer Name” was changed to “Lead Name”.  After all, we are adding a lead not a customer. ;-)  (QBD & QBO)
• Improved - the “Contact” field has now been made a required field to be entered in.  Why?  This avoids problems down the road if you’re trying to add a new activity/opportunity/case and are unable to locate the lead because the contact name is empty. (QBD)
• Improved - the “First Name” field has now been made a required field to be entered in.  Why?  This avoids problems down the road if you’re trying to add a new activity/opportunity/case and are unable to locate the lead because the contact name was empty. (QBO)
• Improved - when checking or un-checking the “Add Additional Info” checkbox, the cursor wasn’t jumping to the “Terms” dropdown automatically. (QBO)
• Improved - added the following two columns in the dropdown list for “Sales Rep”. (QBD)
  • Sales Rep Name - 2nd column in dropdown
  • Entity Type - 3rd column in dropdown

Opportunities List

• Fix - when clicking on the date in the “Next Activity” column, the record ID of the activity was not getting passed.  This resulted in a blank activity appearing.  Yuck!  We’ve now fixed it so the associated activity appears. Special thanks to Mark Crews for bringing this to our attention. (QBD)

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Edit Case

• New - you can now launch the edit contact screen from any of the tab sections by clicking More actions... > Edit Contact... Of course a contact would need to be selected from the Contact dropdown list at the top of the screen for this to work. (QBD & QBO)
   
• New - the “Activity Contact” and “Follow-up Contact” dropdown lists located under the Case Dialog & New / Edit Activity tab have been updated to only show contacts that belong to the lead/customer/vendor associated with the case.  This makes it much easier to locate a specific contact at the company when adding an activity from this screen. (QBD & QBO)
• New - now you can add a new contact for the lead/customer/vendor associated with the case by clicking the dropdown list for “Activity Contact” or “Follow-up Contact” and selecting < Add New >. (QBD & QBO)
• New - added a new option to delete an activity from this screen by clicking More actions... > Delete Activity under the New/Edit Activity tab. (QBD & QBO)
• New - the ( … ) and < Add New > options were added to the following dropdown lists.  This will make things easier for adding/editing values to the dropdowns. (QBD & QBO)
  • Activity Type
  • Activity Priority
  • Follow-up Type
  • Follow-up Status
  • Follow-up Priority
• Improved - now when a different contact is selected from the “Contact” dropdown list, the “Activity Contact” and “Follow-up Contact” dropdowns get pre-filled automatically with the name in the “Contact” dropdown. (QBD & QBO)
• Improved - the “Activity Contact” and “Follow-up Contact” dropdown lists now display the contacts phone number for the second column and email address for the thrid column.  Since we already know the company and entity type, its more useful to have these fields displayed here as additional columns. (QBD & QBO)
• Improved - removed the “Complete, Save & New Activity” button from the screen.  After some feedback from the community and our own internal team, we’ve integrated this into the “Save”, “Save & Back” and “Save & Close” buttons. (QBD & QBO)
• Improved - the “Save” button now has 2 options when clicked. (QBD & QBO)
  • Save Case - which simply saves the case.
  • Save Case, Complete Activity & New Activity - which saves the case, completes the activity and then clears the screen for a new activity to be added.  
• Improved - the “Save & Back” button now has 2 options when clicked. (QBD & QBO)
  • Save Case & Back - which simply saves the case and returns you back to your last known location.
  • Save Case, Complete Activity & Back - which saves the case, completes the activity and returns you back to your last known location.
• Improved - the “Save & Close” button now has 2 options when clicked. (QBD & QBO)
  • Save Case & Close - which simply saves the case and closes the pop-up window.
  • Save Case, Complete Activity & Close - which saves the case, completes the activity and closes the pop-up window.
• Improved - updated filter views for Existing Activities for this Case to us the new “Activity Status Type” field.  This way if someone changes the name of the activity status, it will not cause any problems with the way activities are displayed in the grid. (QBD & QBO)
• Fix - when navigating to the Edit Case screen from the Activities List if the Go Back button was clicked, you would be taken back to the Activities List screen.  However if you went back to the Cases tab, the screen would appear with no selected tab link.  Now this tab will be taken back to the Cases List tab link. (QBD & QBO)
• Fix - all images on screen have now been updated to use https. (QBD & QBO)
• Fix - when selecting a different contact for the case an error message regarding sales rep appeared.  This has now been updated to reflect the assigned to field instead. (QBO)

Contacts

• Fix - all images on screen have now been updated to use https. (QBD & QBO)

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Customer and Contacts List

• Fix - changed the balance field to support 12 digits before the decimal place. (QBD & QBO)

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Edit Opportunity

• New - the “Activity Contact” and “Follow-up Contact” dropdown lists located under the New / Edit Activity tab have been updated to only show contacts that belong to the lead or customer associated with the opportunity.  This makes it much easier to locate a specific contact at the company when adding an activity from this screen. (QBD & QBO)
• New - now you can add a new contact for the lead/customer associated with the opportunity by clicking the dropdown list for “Activity Contact” or “Follow-up Contact” and selecting < Add New >. (QBD & QBO)
   
• New - added a new option to delete an activity from this screen by clicking More actions... > Delete Activity under the New/Edit Activity tab. (QBD & QBO)
   
• Improved - now when a different contact is selected from the “Contact” dropdown list, the “Activity Contact” and “Follow-up Contact” dropdowns get pre-filled automatically with the name in the “Contact” dropdown. (QBD & QBO)
• Improved - the “Activity Contact” and “Follow-up Contact” dropdown lists now display the contacts phone number for the second column and email address for the thrid column.  Since we already knew the company and entity type, its more useful to have these fields displayed here as additional columns. (QBD & QBO)
• Improved - removed the “Save & New Activity” button from the screen.  After some feedback from the community and our own internal team, we’ve integrated this into the “Save”, “Save & Back” and “Save & Close” buttons. (QBD & QBO)
• Improved - the “Save” button now has 2 options when clicked. (QBD & QBO)
  • Save Opportunity - which simply saves the opportunity.
  • Save Opportunity, Activity & New Activity - which saves the opportunity and the activity and then clears the screen for a new activity to be added.  
     
• Improved - the “Save & Back” button now has 2 options when clicked. (QBD & QBO)
  • Save Opportunity & Back - which simply saves the opportunity and returns you back to your last known location.
  • Save Opportunity, Activity & Back - which saves the opportunity and the activity and returns you back to your last known location.
• Improved - the “Save & Close” button now has 2 options when clicked. (QBD & QBO)
  • Save Opportunity & Close - which simply saves the opportunity and closes the pop-up window.
  • Save Opportunity, Activity & Close - which saves the opportunity and the activity and closes the pop-up window.
• Improved - changed the “Name” field to “Opportunity Name”.  This was done to make a clear up any potential confusion with the Lead/Customer Name. (QBD & QBO)
• Fix - the help note located under the Existing Activities for this Opportunity tab was updated to reflect the changes in this release note. (QBD & QBO)
• Fix - when navigating to the Edit Opportunity screen from the Activities List if the Go Back button was clicked, you would be taken back to the Activities List screen.  However if you went back to the Opportunities tab, the screen would appear with no selected tab link.  Now this tab will be taken back to the Opportunities List tab link. (QBD & QBO)
• Fix - when clicking the “Duplicate Opportunity” an error was appearing regarding the contacts.  This has now been resolved. (QBD & QBO)

Contacts

• New - the Name field has now been made a required field.  If a contact is edited, you’ll now need to make sure that the Name field is filled in. (QBD & QBO)
• New - set width of section to 940 pixels to match other screen designs. (QBD & QBO)

Sales Orders

• Fix - the Item and Tax columns in the items grid did not have the first column specified. (QBD)

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Edit Lead

• Improved - optimized when pop-up screens are opened for Contacts, Activities, Opportunities and Cases so that grids only refresh when they need to.
• Improved - the “Convert” button has been relabeled to “Convert to Customer”.  This is more descriptive especially with new users.
• Fix - when clicking the “Add Contact” button and closing the pop-up window, the contacts grid was not refreshing automatically.  

Edit Customer

• Improved - optimized when pop-up screens are opened for Contacts, Activities, Opportunities and Cases so that grids only refresh when they need to.
• Fix - when clicking the “Add Contact” button and closing the pop-up window, the contacts grid was not refreshing automatically.  

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Leads and Contacts List

• Fix - small issue with displaying Rep / Type / Title for null values.  (QBD)
• Fix - small issue with displaying Assigned / Type / Title for null values.  (QBD)

Customers and Contacts List

• Fix - small issue with displaying Rep / Type / Title for null values.  (QBD)
• Fix - small issue with displaying Assigned / Type / Title for null values.  (QBD)

Classes List

• New - updated this screen with the Method 2.0 look and feel. (QBD & QBO)

Contacts

• New - when the pop-up loads the cursor is now automatically taken to the First Name field. (QBD & QBO)
• Fix - before clicking the “New Activity” button, we now confirm that a Name is entered for the contact. (QBD & QBO)
• Fix - now all sections are saved before launching the “New Activity” button is clicked. (QBD & QBO)

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Leads and Contacts List

• New - the “Type” column now displays the Sales Rep, Type and Title.  In the case of QBO, it displays the Assigned To instead. (QBD & QBO)
• New - the “Lead Name” column now displays the Contact Name, Lead Name and Company Name.  (QBD & QBO)
• New - the contact details column now displays Phone, Email and Mobile. (QBD & QBO)
• New - the “Alt Phone” is now a hidden column that can be displayed using the gear in the bottom right corner of the grid.  This temporarily displays the column in the grid.  (QBD)
• New - the “Other” field is now a hidden column that can be displayed using the gear in the bottom right corner of the grid.  This temporarily displays the column in the grid.  (QBO)
• New - added a new filter view called “Shared Active Lead Contacts with no Sales Rep” which shows any leads that don’t have a Sales Rep assigned but are active. (QBD)
   
• New - added a new filter view called “Shared Active Lead Contacts with no Assigned To” which shows any leads that don’t have a Assigned To user but are active. (QBO)

Customer and Contacts List

• New - the “Type” column now displays the Sales Rep, Type and Title.  In the case of QBO, it displays the Assigned To instead. (QBD & QBO)
   
• New - the “Customer Name” column now displays the Contact Name, Customer Name and Company Name.  (QBD & QBO)
• New - the contact details column now displays Phone, Email and Mobile. (QBD & QBO)
• New - the “Alt Phone” field is now a hidden column that can be displayed using the gear in the bottom right corner of the grid.  This temporarily displays the column in the grid.  (QBD)
• New - the “Other” field is now a hidden column that can be displayed using the gear in the bottom right corner of the grid.  This temporarily displays the column in the grid.  (QBO)
• New - added a new filter view called “Shared Active Customer Contacts with no Sales Rep” which shows any customers that don’t have a Sales Rep assigned but are active. (QBD)
• New - added a new filter view called “Shared Active Customer Contacts with no Assigned To” which shows any customers that don’t have a Assigned To user but are active. (QBO)

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Activity Status (QBD & QBO)

• New - Activity Status Type field providing 3 options including pending, completed or cancelled.  Any new records will be defaulted to “pending”.
• New - added verification of required fields.
• New - the “Existing Activity Statuses” grid now displays 3 new columns including Activity Status Type, Cause Reminder and Status Color.
• New - the “Existing Activity Statuses” grid now has 4 filter views added to easily filter by the status type.

New Activity Status (QBD & QBO)

• New - Activity Status Type field providing 3 options including pending, completed or cancelled.  Any new records will be defaulted to “pending”.
• New - added verification of required fields.

Leads and Contacts List (QBD & QBO)

• Fix - changed the “Customer Name” column to be “Lead Name” column.
• New - renamed the “Contact Details” column to “Contact Name / Phone / Email”.
• New - 2 new columns added for “Last Activity” and “Next Activity”.  This is part of a new feature we’ve built into Method which is discussed here.  
• New - 6 new filter views have been added.
  • My Active Lead Contacts with with no Last Activity
  • My Active Lead Contacts with with no Next Activity
  • My Active Lead Contacts with no Activities
  • Shared Active Lead Contacts with no Last Activity
  • Shared Active Lead Contacts with no Next Activity
  • Shared Active Lead Contacts with no Activities

Customers and Contacts List (QBD & QBO)

• New - renamed the “Contact Details” column to “Contact Name / Phone / Email”.
• New - 2 new columns added for “Last Activity” and “Next Activity”.  This is part of a new feature we’ve built into Method which is discussed here.  
• New - 6 new filter views have been added.
  • My Active Customer Contacts with no Last Activity
  • My Active Customer Contacts with no Next Activity
  • My Active Customer Contacts with no Activities
  • Shared Active Customer Contacts with no Last Activity
  • Shared Active Customer Contacts with no Next Activity
  • Shared Active Customer Contacts with no Activities

Opportunities List (QBD & QBO)

• New - renamed the “Contact Details” column to “Contact Name / Phone / Email”.
• New - 2 new columns added for “Last Activity” and “Next Activity”.  This is part of a new feature we’ve built into Method which is discussed here.
• New - removed the “Description” column to make room for the two columns mentioned above.
• New - 6 new filter views have been added.
  • My Opportunities in pipeline with no Last Activity
  • My Opportunities in pipeline with no Next Activity
  • My Opportunities in pipeline with no Activities
  • Shared Opportunities in pipeline with no Last Activity
  • Shared Opportunities in pipeline with no Next Activity
  • Shared Opportunities in pipeline with no Activities

Cases List (QBD & QBO)

• New - renamed the “Contact Details” column to “Contact Name / Phone / Email”.
• New - 2 new columns added for “Last Activity” and “Next Activity”.  This is part of a new feature we’ve built into Method which is discussed here.
• New - 6 new filter views have been added.
  • My Active Cases with no Last Activity
  • My Active Cases with no Next Activity
  • My Active Cases with no Activities
  • Shared Active Cases with no Last Activity
  • Shared Active Cases with no Next Activity
  • Shared Active Cases with no Activities

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Estimate

• New - Applied safety guard on Print Preview button so that only 1 record will ever show. (QBD)
• Fix - When selecting a customer from the Customer:Job dropdown list, the “Wait for Sync Approval” would stay checked even though a Customer was selected instead of a Lead. (QBD & QBO)
• Fix - Removed the “Go Back” option at the bottom of the screen. (QBD & QBO)

Invoice

• New - Applied safety guard on Print Preview button so that only 1 record will ever show. (QBD)
• Fix - When selecting a customer from the Customer dropdown list, the “Wait for Sync Approval” would stay checked even though a Customer was selected instead of a Lead. (QBD & QBO)
• Fix - Removed the “Go Back” option at the bottom of the screen. (QBD & QBO)

Receive Payment

• Fix - When selecting a customer from the Received From dropdown list, the “Wait for Sync Approval” would stay checked even though a Customer was selected instead of a Lead. (QBD & QBO)
• Fix - Removed the “Go Back” option at the bottom of the screen. (QBD & QBO)

Sales Order

• New - Applied safety guard on Print Preview button so that only 1 record will ever show. (QBD)
• Fix - When selecting a customer from the Customer:Job dropdown list, the “Wait for Sync Approval” would stay checked even though a Customer was selected instead of a Lead. (QBD)
• Fix - Removed the “Go Back” option at the bottom of the screen. (QBD)

Edit Customer

• New - Lead Source dropdown list now has new/edit options by clicking the ( … ) and the < Add New > option. (QBD & QBO)
• Fix - the “Go To” linked in the Transactions tab section now navigate in one direction to the transaction screen.  The “Go Back” on the transaction felt confusing since a transaction didn’t always have a location to go back to. (QBD & QBO)
• Fix - the “New Transaction” button located in the Transactions tab section has also been updated to properly navigate to the transaction. (QBD & QBO)

Edit Lead

• New - Lead Source dropdown list now has new/edit options by clicking the ( … ) and the < Add New > option. (QBD & QBO)
• Fix - the “Go To” linked in the Transactions tab section now navigate in one direction to the transaction screen.  The “Go Back” on the transaction felt confusing since a transaction didn’t always have a location to go back to. (QBD & QBO)
• Fix - the “New Transaction” button located in the Transactions tab section has also been updated to properly navigate to the transaction. (QBD & QBO)

Contacts Portal Receive Payment

• Fix - the “Payment Type” dropdown list was showing all payment types. Now only active payment types show. (QBD)

My Profile

• A new feature has been added to all editions of Method CRM called "My Profile". It allows end-users to change their password, security question, email signature, email address, and notification settings. Previously, the administrator would have to set these.
• This can be accessed by clicking on their User Name in the top-right corner, and selecting "My Profile".

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Time Tracking

• New - the Name dropdown list now displays the currency in the third column. (QBD)
   
• New - the Customer:Job dropdown list now displays the currency in the third column. (QBD)
• New - when selecting a time tracking entry, you will now be automatically taken to the Date field. (QBD & QBO)
• New - when the screen initially opens, you will now be taken to the Date field automatically. (QBD & QBO)
• New - when selecting a customer in the Customer:Job dropdown list, we’ve now added an additional check to prevent time entries turning leads into customers prematurely.  (QBD & QBO)
  • If the customer is a lead, the “Wait for Sync Approval?” will be checked.
  • If the customer is not a lead, the “Wait for Sync Approval?” will be unchecked.
• New - added additional verification for required fields including Date, Name and Duration. (QBD & QBO)
• New - Class dropdown list now has the ability to add new or edit classes by clicking the ( … ) next to the dropdown list. (QBD)
• New - existing filter views now support Shared Lists.  (QBD & QBO)
• New - the following filter views have been added to the Existing Time Tracking Entries grid.  (QBD & QBO)
  
  
  • My Billable Time Tracking - displaying all time tracking with a “Billable” status for the logged in user.
  • My Non-Billable Time Tracking - displaying all time tracking with a “NotBillable” status for the logged in user.
  • My Non-Posted Time Tracking - displaying all time tracking not posted to QuickBooks for the logged in user.
  • My Time Tracking from Today - I think this one is pretty self explanatory. :)
  • My Time Tracking that Has Been Billed - displaying all time tracking with a “HasBeenBilled” status for the logged in user.
  • My Time Tracking Waiting for Sync Approval - displaying all time tracking with “Wait for Sync Approval” checked for the logged in user.
  • Shared Billable Time Tracking - displaying all time tracking with a “Billable” status for the logged in users shared lists.
  • Shared Non-Billable Time Tracking - displaying all time tracking with a “NotBillable” status for the logged in users shared lists.
  • Shared Non-Posted Time Tracking - displaying all time tracking not posted to QuickBooks for the logged in users shared lists.
  • Shared Time Tracking from Today - I think this one is pretty self explanatory. :)
  • Shared Time Tracking that Has Been Billed - displaying all time tracking with a “HasBeenBilled” status for the logged in users shared lists.
  • Shared Time Tracking Waiting for Sync Approval - displaying all time tracking with “Wait for Sync Approval” checked for the logged in users shared lists.
• Fix - when clicking on the Name link in the Existing Time Entries grid, the tab links were not loading correctly.  Now when this is clicked, the Edit Vendor or Edit Employee screen will appear.  (QBD & QBO)
• Fix - when clicking on the Customer:Job in the Existing Time Entries grid the Edit Customer or Edit Lead screen will load depending on the entity type.  (QBD & QBO)

• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Classes (QBO)

• Method CRM now syncs with QuickBooks Online Classes, which was only released by Intuit to developers on Friday last week. (QBO)
• Class tracking is still very primative, and we only have access to integrate it with Time Tracking. We are hopeful that class tracking is available for all other QuickBooks transactions by the end of September. (QBO)

Time Tracking (QBO)

• As noted above, Time Tracking now supports integration with QuickBooks Online classes. (QBO)
• Time Tracking now supports integration with the Service Item, which only got released to developers on Friday last week. (QBO)