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Release Notes

Method CRM Updates - August 24 - August 27, 2012

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

  • QBD = QuickBooks Desktop
  • QBO = QuickBooks Online

Home Dashboard

  • Fixed (#3690) - updated the buttons for activities and opportunities to reflect the proper count. (QBD & QBO)

Contacts List

  • Fixed (#3728) - we recently removed actions for loading the entity name however this needed to be added back because they are used when calling the pop-up from screens that are not based of the entity table. (QBD & QBO)


  • Fixed (#3728) - we applied the same fix from the “Contacts List” to this screen. (QBD & QBO)

New Case

  • New - from the contact information section you can now edit a lead/customer/vendor/employees information by clicking on the button above the contacts information.  You can also edit just the contacts information on the right side of the section. (QBD & QBO)
  • Fixed (#3723) - updated the “Contact” dropdown list to only display active contacts. (QBD & QBO)
  • Fixed (#3487) - the formatting of the date in the case dialog did not match other areas of Method.  Now we show the date as Month-Day-Year.  For example, Aug-27-2012 4:12PM. (QBD & QBO)




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