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Release Notes

Method CRM Updates - January 19 - January 22, 2012

The following indicates which accounting application(s) the release note(s) apply to.

  • QBD = QuickBooks Desktop
  • QBO = QuickBooks Online

New Activity

  • New - the left panel which displays the lead/customer/vendor/employee and contact info now has a click-able header.  Clicking on the header will launch the edit lead/customer/vendor/employee and edit contact screens.  Previously you could access these screens by clicking the “More actions” button but this is a quicker way to access the same edit screens. (QBD & QBO)


Danny Wink


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