Method CRM Updates - September 16 - September 18, 2011

Method_Danny — Mon, 19 Sep 2011 14:07:00 GMT

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

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

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

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

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

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

Cheers,

Danny

Release Notes : Customer and Contacts List, Activity Status