The following indicates which accounting application(s) the release note(s) apply to.
- 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)
Cheers,Danny
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