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Release Notes

Method CRM Updates - February 16 - February 27, 2012

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

  • QBD = QuickBooks Desktop
  • QBO = QuickBooks Online


New Document

  • Improved - when uploading a new document through the upload attachment window, the document name will now be automatically filled in provided the “Name” field is blank.  Previously you’d need to fill in the “Name” after uploading your attachment.  This saves you some of the manual work.  You’ll also be taken directly to the “Description” box after the pop-up closes.  (QBD & QBO)



Cheers,

DannyCool

 

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