• QBD = QuickBooks Desktop
• QBO = QuickBooks Online

Activity Status (QBD & QBO)

• New - Activity Status Type field providing 3 options including pending, completed or cancelled.  Any new records will be defaulted to “pending”.
• New - added verification of required fields.
• New - the “Existing Activity Statuses” grid now displays 3 new columns including Activity Status Type, Cause Reminder and Status Color.
• New - the “Existing Activity Statuses” grid now has 4 filter views added to easily filter by the status type.

New Activity Status (QBD & QBO)

• New - Activity Status Type field providing 3 options including pending, completed or cancelled.  Any new records will be defaulted to “pending”.
• New - added verification of required fields.

Leads and Contacts List (QBD & QBO)

• Fix - changed the “Customer Name” column to be “Lead Name” column.
• New - renamed the “Contact Details” column to “Contact Name / Phone / Email”.
• New - 2 new columns added for “Last Activity” and “Next Activity”.  This is part of a new feature we’ve built into Method which is discussed here.  
• New - 6 new filter views have been added.
  • My Active Lead Contacts with with no Last Activity
  • My Active Lead Contacts with with no Next Activity
  • My Active Lead Contacts with no Activities
  • Shared Active Lead Contacts with no Last Activity
  • Shared Active Lead Contacts with no Next Activity
  • Shared Active Lead Contacts with no Activities

Customers and Contacts List (QBD & QBO)

• New - renamed the “Contact Details” column to “Contact Name / Phone / Email”.
• New - 2 new columns added for “Last Activity” and “Next Activity”.  This is part of a new feature we’ve built into Method which is discussed here.  
• New - 6 new filter views have been added.
  • My Active Customer Contacts with no Last Activity
  • My Active Customer Contacts with no Next Activity
  • My Active Customer Contacts with no Activities
  • Shared Active Customer Contacts with no Last Activity
  • Shared Active Customer Contacts with no Next Activity
  • Shared Active Customer Contacts with no Activities

Opportunities List (QBD & QBO)

• New - renamed the “Contact Details” column to “Contact Name / Phone / Email”.
• New - 2 new columns added for “Last Activity” and “Next Activity”.  This is part of a new feature we’ve built into Method which is discussed here.
• New - removed the “Description” column to make room for the two columns mentioned above.
• New - 6 new filter views have been added.
  • My Opportunities in pipeline with no Last Activity
  • My Opportunities in pipeline with no Next Activity
  • My Opportunities in pipeline with no Activities
  • Shared Opportunities in pipeline with no Last Activity
  • Shared Opportunities in pipeline with no Next Activity
  • Shared Opportunities in pipeline with no Activities

Cases List (QBD & QBO)

• New - renamed the “Contact Details” column to “Contact Name / Phone / Email”.
• New - 2 new columns added for “Last Activity” and “Next Activity”.  This is part of a new feature we’ve built into Method which is discussed here.
• New - 6 new filter views have been added.
  • My Active Cases with no Last Activity
  • My Active Cases with no Next Activity
  • My Active Cases with no Activities
  • Shared Active Cases with no Last Activity
  • Shared Active Cases with no Next Activity
  • Shared Active Cases with no Activities