• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Documents Tab

• New - a new tab called “Documents” has been added to the “CRM” tab group for all Method accounts which is dedicated to the document library in Method CRM.  Previous to the release of this tab, documents were only accessible (at least easily) by going to the Edit Opportunity, Edit Case and Edit Solution screens.  Now through this tab, documents stored throughout the various screens in Method can be easily visible through the documents list and of course added/edited as needed.  The new tab includes three default tab links for Documents List, New Document and Edit Document.   (QBD & QBO)

Documents List

• New - displays all documents stored in the Method document library.  This of course takes advantage of shared lists.  As well, the “New Document” button is taking advantage of the new button styling, soon to be applied to other list screens.  You’ll only be able to see the new button styling on the “stage” site for now.  (QBD & QBO)

New Document

• New - allows for the upload of new documents to the document library.  Documents can be uploaded directly into Method using the native upload Method, by providing a URL link (useful if the file is larger than 5MB) or to SmartVault.  This screen will also be used in various CRM and transaction screens throughout Method CRM to upload documents easily to the document library.  (QBD & QBO)

Edit Document

• New - allows you to edit details of documents in the document library.  Since documents in Method can linked to more than one transaction, activity, opportunity, etc, you’ll be able to see all the existing links in this screen.  Of course you can create new links from here as well.  (QBD & QBO)

Edit Opportunity

• Improved - the “link or upload” button has been replaced with a “Document” button.  From here you can easily upload a new document or link an existing document with less clicks.  This also takes advantage of using the new document screens.  (QBD & QBO)
• Improved - from the “Contact Information” section, you can click on the headers for “Lead / Customer Info” or “Contact Info” to launch the Edit Lead/Edit Customer or Edit Contact screens.  Previously this needed to be accessed by clicking “More actions...”.  This makes it much quicker to access the same screens.  Less clicks! (QBD & QBO)

Edit Case

• Improved - the “link or upload” button has been replaced with a “Document” button.  From here you can easily upload a new document or link an existing document with less clicks.  This also takes advantage of using the new document screens.  (QBD & QBO)
• Improved - from the “Contact Information” section, you can click on the headers for “Lead / Customer / Vendor / Employee Info” or “Contact Info” to launch the Edit Lead/Edit Customer/Edit Vendor/Edit Employee or Edit Contact screens.  Previously this needed to be accessed by clicking “More actions...”.  This makes it much quicker to access the same screens.  Less clicks! (QBD & QBO)

Edit Solution

• Improved - the “link or upload” button has been replaced with a “Document” button.  From here you can easily upload a new document or link an existing document with less clicks.  This also takes advantage of using the new document screens.  (QBD & QBO)
• Improved - the tab link name now renames automatically to include the solution number and title.  (QBD & QBO)

Danny