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Release Notes

Method CRM Updates - November 18 - November 20, 2011

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

Edit Case

  • New - we now display the Activity Status field.  Previously, all activities that were done through the edit case screen were marked as complete since they were being added to the case dialog.  Now if the associated activity status category is completed, we will append the activity to the case dialog.  However, if the activity status category is pending or cancelled, we’ll automatically check the “Internal?” checkbox.  The reason we do this is because we don’t want activities that aren’t completed to appear in the dialog that portal users will see. (QBD & QBO)
  • New - added a help note to the bottom of the grid with instructions on how to add or edit an activity. (QBD & QBO)
  • New - when loading a Case, the screen will now change the tab link name to include the case number and the subject. (QBD & QBO)  For example - Edit Case # 809 -- Help with installing QuickBooks
  • New - clicking under More actions... > Choose Email Template... allows you to select a default email template for the screen. (QBD & QBO)
  • Improved - updated column headings for the Existing Activities for this Case grid to match recent changes we’ve made to the Edit Opportunity screen. (QBD & QBO)
  • Improved - we’re relabelled the “Customer / Vendor Info” title under the Contact Information section to be “Lead / Customer / Vendor / Employee Info”. (QBD & QBO)
  • Improved - we’ve moved the checkbox for “Email Case notification to user when saving?” to the top section of the screen.  This was it is consistent with other screens such as the Edit Opportunity screen. (QBD & QBO)


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