The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
Contacts Portal - New Case
- Improved - the email being sent to the contact now uses the email template called CRM_CaseUpdateForCustomer. This has updated html formatting for the body of the email.
- Improved - the email being sent to the portal administrator now uses the email template called CRM_CaseAssignedToUser. This has updated html formatting for the body of the email.
Contacts Portal - Cases
- Improved - the email being sent to the contact now uses the email template called CRM_CaseUpdateForCustomer.
- Improved - the email being sent to the portal administrator now uses the email template called CRM_CaseAssignedToUser.
Have a great weekend!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.
