Release Notes : Opportunities List

Method CRM Updates - November 5 - November 10, 2011

Method_Danny — Fri, 11 Nov 2011 14:50:00 GMT

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

New - linked field added to the opportunity table which grabs the company name for the lead/customer. (QBD & QBO)
Improved - the column “Assigned To / Name / Stage” has been changed to “Assigned To / Opp. Name / Stage”. (QBD & QBO)
Improved - the column “Contact Name / Phone / Email” has been changed to “Contact / Name / Company”. This change was based on some user and internal feedback that it would be more useful to display the fields below instead of the contact information entered that is related to the opportunity. (QBD & QBO)
- Contact - is the contact associated with the opportunity.
- Name - is the name of the lead/customer linked to the contact.
- Company - that one is pretty self explanatory.

Over the coming weeks we’ll be making similar changes to the other list screens. Thanks for the feedback!

Danny

Method_Danny — Fri, 04 Nov 2011 12:20:00 GMT

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

New - added the “Description” field as a column in the grid. (QBD & QBO)
Improved - the label for “Details” has now been updated to “Assigned To / Name / Stage” and made a variable width. (QBD & QBO)
Improved - we’ve removed the “Customer” column since the “Contact Name / Phone / Email” already displays the same information. Also the name “Customer” is misleading since technically it can be a Customer or Lead. (QBD & QBO)
Improved - updated the “Go To” link to respect the changes that have been made to the Edit Opportunity screen. The Edit Opportunity screen will rename the tab link in the next update. (QBD & QBO)
Improved - made the “Campaign” column a hidden column. This can be displayed temporarily by clicking the gear in the bottom right corner of the grid. (QBD & QBO)

I’m pumped about the next release note coming out. Fingers crossed, you might see some changes by the end of the week.

Happy Friday,

Danny

Method_Danny — Fri, 14 Oct 2011 12:44:00 GMT

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

New - if a lead is related to a campaign, you can now select that campaign using the “Campaign” dropdown list. Only active campaigns will appear in this dropdown. (QBD & QBO)
New - you can now add a new QuickBooks Sales Rep by clicking the < Add New > option under the Sales Rep dropdown List. (QBD)
Improved - the “Lead Rating” dropdown list now defaults to “Hot”. Previously this dropdown was blank until a value was assigned. (QBD & QBO)
Improved - the caption for “Customer Name” was changed to “Lead Name”. After all, we are adding a lead not a customer. ;-) (QBD & QBO)
Improved - the “Contact” field has now been made a required field to be entered in. Why? This avoids problems down the road if you’re trying to add a new activity/opportunity/case and are unable to locate the lead because the contact name is empty. (QBD)
Improved - the “First Name” field has now been made a required field to be entered in. Why? This avoids problems down the road if you’re trying to add a new activity/opportunity/case and are unable to locate the lead because the contact name was empty. (QBO)
Improved - when checking or un-checking the “Add Additional Info” checkbox, the cursor wasn’t jumping to the “Terms” dropdown automatically. (QBO)
Improved - added the following two columns in the dropdown list for “Sales Rep”. (QBD)
- Sales Rep Name - 2nd column in dropdown
- Entity Type - 3rd column in dropdown

Fix - when clicking on the date in the “Next Activity” column, the record ID of the activity was not getting passed. This resulted in a blank activity appearing. Yuck! We’ve now fixed it so the associated activity appears. Special thanks to Mark Crews for bringing this to our attention. (QBD)

Cheers,

Danny =)

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