• 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 have be added to the screen which trigger this email being sent upon saving. (QBD & QBO)  They are:
  • Email Opportunity notification to user when saving?
  • Email Activity notification to user when saving?
  • Email Follow-up notification to user when saving?
• New - now you can add a new contact for the lead/customer associated with the case by clicking the dropdown list for “Activity Contact” or “Follow-up Contact” and selecting < Add New >.  We also now verify that a main contact for the opportunity is selected in the “Contact” dropdown list before attempting to add a new contact. (QBD & QBO)
• New - the “Activity Contact” and “Follow-up Contact” dropdown lists have been updated to only show contacts that belong to the lead/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 - when saving an opportunity we now check to see if the opportunity stage category assigned is “closed won” and if the opportunity is associated with a lead.  If they are a lead, a prompt will appear asking if you’d like to switch the lead into a customer.  If “OK” is clicked, the lead will automatically be turned into a customer. (QBD & QBO)
• New - under More action... > Choose Email Template... allows you to select a default email template for the screen. (QBD & QBO)
• Improved - Removed the caption on the radio box for “Customer”.  It wasn’t needed and was confusing. (QBD & QBO)
• Improved - Relabeled the radio option for “Existing Customer” to “Existing Lead / Customer”.  Having this labelled with just “Existing Customer” is misleading since an opportunity can be added for a lead and a customer when this option is selected. (QBD & QBO)
• Improved - Relabeled the label for “Existing Customer” to “Existing Lead / Customer” in the contacts section. (QBD & QBO)
• Improved - when saving, verification of required fields for the follow-up activity are now done before saving the activity or the follow-up activity. (QBD & QBO)
• Improved - if a new activity or follow-up is being added to the opportunity and the “Save” button is clicked, we now un-check the “New Activity?” and “Schedule a Follow-Up?” checkbox.  This prevents the accidental addition of extra activities. (QBD & QBO)
• Improved - updated the “Schedule a Follow Up?” checkbox to “Schedule a Follow-up?”.  This keeps it consistent with other screens. (QBD & QBO)
• Improved - help note has now been added to the “Schedule a Follow-up?” checkbox. (QBD & QBO)
• Improved - help note has been updated for “New Activity?” to be more descriptive. (QBD & QBO)
• Improved - made the “Contact” field a required field.  This prevents the chance that a blank contact entry will be created. (QBD)
• Improved - made the “First Name” field a required field.  This prevents the chance that a blank contact entry will be created. (QBO)
• Improved - after a new lead or customer is created, the address fields will now automatically reset. (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.  The name, phone number and email also get pre-filled. (QBD & QBO)
• Improved - the Activity Contact and Follow-up Contact fields only appear if the “Existing Lead/Customer” radio option is selected.  The reason we’ve done this is to avoid confusion with these fields appearing blank before the entity is actually saved. (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 - relabeled “Customer Info” to “Lead / Customer Info” under the Contact Info Details section. (QBD & QBO)
• Improved - now added the ability to < Add New >  and ( … ) for Activity Status/Type/Priority and Follow-up Status/Type/Priority. (QBD & QBO)
• Fixed - all images were updated to now use https vs. http. (QBO & QBD)
• Fixed - the last location of the screen was not being set when clicking Save & Edit. (QBD & QBO)  

Edit 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 have be added to the screen which trigger this email being sent upon saving. (QBD & QBO)  They are:
  • Email Opportunity notification to user when saving?
  • Email Activity notification to user when saving?
  • Email Follow-up notification to user when saving?
• 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 - you can now launch the edit lead / customer screen from any of the tab sections by clicking More actions... > Edit Lead / Customer... (QBD & QBO)
• New - when saving an opportunity we now check to see if the opportunity stage category assigned is “closed won” and if the opportunity is associated with a lead.  If they are a lead, a prompt will appear asking if you’d like to switch the lead into a customer.  If “OK” is clicked, the lead will automatically be turned into a customer. (QBD & QBO)
• New - under More action... > Choose Email Template... allows you to select a default email template for the screen. (QBD & QBO)
• Improved - relabeled “Customer Info” to “Lead / Customer Info” under the Contact Info Details section. (QBD & QBO)
• Improved - the filter views under the “Existing Activities for this Opportunity” tab section now take advantage of the “ActivityStatusType” field.  This way if down the road a user changes the name of the Activity Status, it will not affect the filters on the grid. (QBD & QBO)
• Improved - the column headings have been updated to be more descriptive.  We’ve also removed the column for “Customer/Vendor Name” since. (QBD & QBO)
• Improved - when loading the screen, we now rename the tab link to “Edit” followed by the opportunity name.  This way regardless of where you’re coming from in Method, the tab link will always be relabeled properly. (QBD & QBO)
• Improved - updated the “Schedule a Follow Up?” checkbox to “Schedule a Follow-up?”.  This keeps it consistent with other screens. (QBD & QBO)
• Improved - move the help note to the bottom of the screen.  This is typically where you’d first look for a “New Activity” button anyway. (QBD & QBO)
• Improved - now added the ability to < Add New >  and ( … ) for Activity Status/Type/Priority and Follow-up Status/Type/Priority. (QBD & QBO)
• Fixed - all images were updated to now use https vs. http. (QBO & QBD)

Preferences Reports

• New - you are now able to select a default email template for Opportunity Notification. (QBD & QBO)
• Improved - improved the spacing of fields on screen. (QBD & QBO)
• Fix - tabbing between dropdown lists. (QBD & QBO)

Danny