The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
Activity Type
- New - a field called “App Specific?” has been added to the screen and indicates if the activity type is used by a specific Method app. By default, the activity type “Work Order” has this turned on since this is used by Method Field Services and Method Scheduling and Invoicing. (QBD & QBO)
- New - a field called “Description” has been added to the screen and provides a short description of each activity type. (QBD & QBO)
- New - the “Existing Activity Types” grid now displays 5 new columns, providing a quick glance of all your settings for each activity type. The names of these columns are (QBD & QBO):
- Description
- Show On Calendar?
- Cause Reminder?
- App Specific?
- Auto Create Follow Up?
- New - the “Description” field can be spell checked by going to More actions... > Spell Check - Description. (QBD & QBO)
New Activity Type
- New - a field called “App Specific?” has been added to the screen and indicates if the activity type is used by a specific Method app. By default, the activity type “Work Order” has this turned on. (QBD & QBO)
- New - a field called “Description” has been added to the screen and provides a short description of each activity type. (QBD & QBO)
- New - the “Description” field can be spell checked by going to More actions... > Spell Check - Description. (QBD & QBO)
New Activity
- Fix - the Activity Type dropdown list now filters to show only types with IsAppSpecific = No. (QBD & QBO)
- Fix - the Follow-up Activity Type dropdown list now filters to show only types with Is App Specific = No. (QBD & QBO)
The following screens will be updated in the next couple days to reflect the changes for the “app specific” checkbox for activity types.
- Activities List
- Activity Calendar
- New Opportunity
- Edit Opportunity
- New Case
- Edit Case
Cheers,Danny
About Method_Danny
Danny Do Couto is the Chief Operating Officer at Method Integration. He has been a part of the Alocet Incorporated family since 2003 where he helped in the maturity of Alocet’s existing brands, QXpress Scheduling Software and LM Software. In 2006, he switched his focus to building the team, organizational structure, and business network for Alocet’s new Method Integration division. Danny brings with him a strong background in management and technology, having completed his education at Seneca College in Computer Engineering and Network Security. His passion is helping accountants, consultants and product developers with implementing Method into their businesses, and is quickly rising on the “who’s who” in the small business accounting software community. He frequently travels throughout the United States and Canada spreading the word about Method and is a regular contributor to the Method Integration blog. Danny lives in his hometown of Toronto, Ontario – Canada, and can be reached at 1-888-925-6238 ext. 708, or via email at d.docouto@methodintegration.com.
