The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
Activity Type
- New - a field called “App Specific?” has been added to the screen and indicates if the activity type is used by a specific Method app. By default, the activity type “Work Order” has this turned on since this is used by Method Field Services and Method Scheduling and Invoicing. (QBD & QBO)
- New - a field called “Description” has been added to the screen and provides a short description of each activity type. (QBD & QBO)
- New - the “Existing Activity Types” grid now displays 5 new columns, providing a quick glance of all your settings for each activity type. The names of these columns are (QBD & QBO):
- Description
- Show On Calendar?
- Cause Reminder?
- App Specific?
- Auto Create Follow Up?
- New - the “Description” field can be spell checked by going to More actions... > Spell Check - Description. (QBD & QBO)
New Activity Type
- New - a field called “App Specific?” has been added to the screen and indicates if the activity type is used by a specific Method app. By default, the activity type “Work Order” has this turned on. (QBD & QBO)
- New - a field called “Description” has been added to the screen and provides a short description of each activity type. (QBD & QBO)
- New - the “Description” field can be spell checked by going to More actions... > Spell Check - Description. (QBD & QBO)
New Activity
- Fix - the Activity Type dropdown list now filters to show only types with IsAppSpecific = No. (QBD & QBO)
- Fix - the Follow-up Activity Type dropdown list now filters to show only types with Is App Specific = No. (QBD & QBO)
The following screens will be updated in the next couple days to reflect the changes for the “app specific” checkbox for activity types.
- Activities List
- Activity Calendar
- New Opportunity
- Edit Opportunity
- New Case
- Edit Case
Cheers,Danny
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