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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Portal - New Case Improved - the email being sent to the contact now uses the email template called CRM_CaseUpdateForCustomer.  This has updated html formatting for the body of the ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Method Sync Engine for QuickBooks Desktop Improved - if an entity (customer, vendor, employee) is created in QuickBooks but the contact name is left blank, one of two things will happen. if the ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Opportunities List New - linked field added to the opportunity table which grabs the company name for the lead/customer. (QBD & QBO) Improved - the column “Assigned To / Name / ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Opportunity New - now when you assign an opportunity, activity or follow-up activity to a user other than the logged in user, an email is sent to that user notifying them.  3 new checkboxes ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Opportunities List New - added the “Description” field as a column in the grid. (QBD & QBO)    Improved - the label for “Details” has now been updated to ...

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Email Templates Improved - the “Email Template List” grid section has been updated to say “Existing Email Templates” and now has a backdrop color for the section. (QBD ...

[quote user="Nathan W"]Thank you for the quick reply.  I tried what you suggested, but the issue still remains.  I have enabled the support on my account.[/quote] Good Morning Nathan, This morning I logged in via Method Support and confirmed that the tab names have been changed in your account.  As a result, if the ...

Nathan, One last thing I thought of before looking at your account.  Have you changed the name of the tabs?  For example, changing the "Leads" tab to "My Leads"?  If so, this could very well break the link that is setup in the actions for the button you're clicking on.  Check to make sure that your tab ...

Hi Nathan, I just tried this out on a couple of accounts and wasn't able to get the same error message that you received.  Here are a couple of things to check:   Click Customize > Tabs. Scroll down to the Leads tab and click Edit tab links on the right. When the Tab Links for Leads windows appears, look at the 3rd row for ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - we’ve added a new field to the cases table IsEmailCaseNotificationToContact and made the “Email Case notification to contact when saving?” a bound field. ...