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Release Notes

Method CRM Updates - November 21, 2011

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

Activities List

  • Improved - the “Customer / Vendor” and “Contact Name / Phone / Email” columns have been combined into one column.  Now we display “Contact / Name / Company”.  This keeps in line with the changes we recently made to the Opportunities and Cases List. (QBD & QBO)
  • Improved - the filter views containing “Active Activities on or before today” now filter using the ActivityStatusType = Pending. (QBD & QBO)
  • Fix - when clicking an Opportunity number in the grid, the pop-up window title has been changed to “Edit Opportunity” instead of “View Opportunity”. (QBD & QBO)  


Danny Cool


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