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Release Notes

Method CRM Updates - September 23 - October 16, 2012

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

  • QBD = QuickBooks Desktop
  • QBO = QuickBooks Online

Documents list

  • New - in the top right corner of the screen, you can now launch the documents help center articles. (QBD & QBO)
  • New - we’ve place button navigation on the top and bottom of the screen. We are starting to phase this into all of the stock CRM screens over the coming weeks. (QBD & QBO)
  • Improved - you can now launch the “edit” document screen by clicking on the document number or document name.  Previously this option was only available on the “Go to” link. (QBD & QBO)
  • Fixed (#3849) - changed the default filter view to “Shared”. (QBD & QBO)




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