Method CRM Updates - July 25 - July 26, 2011

Method_Danny — Tue, 26 Jul 2011 21:45:00 GMT

Search Customer List and Search Contacts List

When clearing the filters on the screen by clicking “Clear”, Method will now take the cursor to the Full Name box automatically (QuickBooks Desktop and QuickBooks Online)
Updated so that hitting the “Enter” key triggers the actions located in the “Search” button.(QuickBooks Desktop and QuickBooks Online)

Mobile Estimate, Invoice, Customers and Activity

Updated all mobile screen to use Shared Lists. (QuickBooks Desktop and QuickBooks Online)

QuickBooks Sales Order

A conditional warning was being given when clicking any “Save” button regarding the “Customer:Job” being required even though this was filled in already. This has been fixed. (QuickBooks Desktop)
A conditional warning was being given when clicking any “Save” button regarding the “Date” being required even though this was filled in already. This has been fixed. (QuickBooks Desktop)

QuickBooks Invoice

The filter view for “Shared Invoices Not assigned an Opportunity” did not have the filter applied properly for Opportunity = empty. This has now been fixed. (QuickBooks Desktop and QuickBooks Online)

New Activity

“Related To” fields located at the bottom right corner of the Activity screen are now “read only” since you are already able to relate using the panel on the left side of the screen. We’ve also added the option to clear the related Activity/Case/Opportunity number using the (...) next to the dropdown list. (QuickBooks Desktop and QuickBooks Online)
Help notes were added to the Activity #, Opportunity # and Case # dropdown lists. (QuickBooks Desktop and QuickBooks Online)

Enjoy,

Danny

Release Notes : QuickBooks Invoices, Mobile Estimate