The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
- New (#3217) - if the “Email notification when saving?” checkbox is checked, a special miURL email gets sent to the customer. When the customer clicks this link, they are prompted to enter in their email address as part of the authentication process. Some of the feedback we received suggested that some customers simply don’t want the added step of entering their email address. Of course entering the email address is more secure then logging them directly into their portal account. To help scratch the itch we’ve now updated the estimate screen to take advantage of the single sign in option from within the portal settings.
To enable this, click Customize > Portals and edit the portal (likely the Contacts Portal). Once in the edit screen, check the option for “Enable single-click sign in for emailed links”. (QBD & QBO)
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 firstname.lastname@example.org.