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Release Notes

Method CRM Updates - October 18 - October 21, 2011

The following indicates which accounting application(s) the release note(s) apply to.
  • QBD = QuickBooks Desktop
  • QBO = QuickBooks Online

My CRM Preferences

  • New - this is a new screen used to track CRM preferences for the logged in user. (QBD & QBO)
  • New - added a checkbox that indicates if the user would like new cases to automatically check the checkbox for “Email Case notification to contact when saving?”. (QBD & QBO)

Small update today but we’re planning on releasing a couple updates to the cases screen soon.  


Danny Smile



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