Search results matching tag 'QuickBooks Estimate'

Method CRM Updates - May 5 - May 14, 2012

Method_Danny — Mon, 14 May 2012 16:34:00 GMT

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

QBD = QuickBooks Desktop

QBO = QuickBooks Online

Estimate

Fixed - the item dropdown list will no longer display inactive items. (QBD & QBO)

Cheers,

Danny

Method CRM Updates - April 5 - April 23, 2012

Method_Danny — Tue, 24 Apr 2012 12:13:00 GMT

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

QBD = QuickBooks Desktop

QBO = QuickBooks Online

QuickBooks Estimate

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)

Cheers,

Danny

Method CRM Updates - March 17 - March 27, 2012

Method_Danny — Tue, 27 Mar 2012 16:01:00 GMT

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

QBD = QuickBooks Desktop

QBO = QuickBooks Online

Estimate

Fixed (#3323) - when loading a lead or customer from the grid on the left, if a different lead/customer was selected from the current transaction, their information was loaded onto the screen. (QBD & QBO)

Cheers,

Danny

Method CRM Updates - February 8 - February 15, 2012

Method_Danny — Wed, 15 Feb 2012 14:59:00 GMT

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

QBD = QuickBooks Desktop

QBO = QuickBooks Online

Estimate

New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD & QBO)

New - in the “Existing Estimates” grid you can now click the Customer:Job and be automatically linked to the Edit Lead or Edit Customer respectively. (QBD & QBO)

Invoice

New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD & QBO)

New - in the “Existing Invoices” grid you can now click the Customer:Job and be automatically linked to the Edit Lead or Edit Customer respectively. (QBD & QBO)

Receive Payment

New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD & QBO)

New - in the “Existing Received Payment” grid you can now click the Customer:Job and be automatically linked to the Edit Lead or Edit Customer respectively. (QBD & QBO)

Fixed - the Payment Method dropdown list now only shows active payment methods. (QBD & QBO)

Fixed (#3240) - the Select the invoices you wish to pay grid now refreshes properly when clicking selecting an invoice. (QBD & QBO)

Sales Orders

New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD)

New - in the “Existing Sales Orders” grid you can now click the Customer:Job and be automatically linked to the Edit Lead or Edit Customer respectively. (QBD)

New Document

New - added the ability to attach new documents to estimates, invoices, received payments and sales orders(QBD) when the screen is called in pop-up windows. (QBD & QBO)

Edit Document

New - the Existing Document Links grid now displays CRM and customer links all in one grid. Depending on what the document link is linked to, the grid will display the name of the CRM link or the reference number of the transaction. (QBD & QBO)

Edit Document Link

New - added the ability to link documents to estimates, invoices, received payments and sales orders(QBD).

Cheers,

Danny

Method CRM Updates - January 24 - January 26, 2012

Method_Danny — Fri, 27 Jan 2012 14:00:00 GMT

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

QBD = QuickBooks Desktop
QBO = QuickBooks Online

QuickBooks Estimate

Fixed - under the “More actions...” button there was an option for “Create Sales Order” however Sales Orders are not yet supported for QuickBooks Online. We have removed this option. (QBO)

Cheers,

Danny

Method CRM Updates - September 7 - September 15, 2011

Method_Danny — Thu, 15 Sep 2011 14:23:00 GMT

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

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Estimate

New - Applied safety guard on Print Preview button so that only 1 record will ever show. (QBD)
Fix - When selecting a customer from the Customer:Job dropdown list, the “Wait for Sync Approval” would stay checked even though a Customer was selected instead of a Lead. (QBD & QBO)
Fix - Removed the “Go Back” option at the bottom of the screen. (QBD & QBO)

Invoice

New - Applied safety guard on Print Preview button so that only 1 record will ever show. (QBD)
Fix - When selecting a customer from the Customer dropdown list, the “Wait for Sync Approval” would stay checked even though a Customer was selected instead of a Lead. (QBD & QBO)
Fix - Removed the “Go Back” option at the bottom of the screen. (QBD & QBO)

Receive Payment

Fix - When selecting a customer from the Received From dropdown list, the “Wait for Sync Approval” would stay checked even though a Customer was selected instead of a Lead. (QBD & QBO)
Fix - Removed the “Go Back” option at the bottom of the screen. (QBD & QBO)

Sales Order

New - Applied safety guard on Print Preview button so that only 1 record will ever show. (QBD)
Fix - When selecting a customer from the Customer:Job dropdown list, the “Wait for Sync Approval” would stay checked even though a Customer was selected instead of a Lead. (QBD)
Fix - Removed the “Go Back” option at the bottom of the screen. (QBD)

Edit Customer

New - Lead Source dropdown list now has new/edit options by clicking the ( … ) and the < Add New > option. (QBD & QBO)
Fix - the “Go To” linked in the Transactions tab section now navigate in one direction to the transaction screen. The “Go Back” on the transaction felt confusing since a transaction didn’t always have a location to go back to. (QBD & QBO)
Fix - the “New Transaction” button located in the Transactions tab section has also been updated to properly navigate to the transaction. (QBD & QBO)

Edit Lead

New - Lead Source dropdown list now has new/edit options by clicking the ( … ) and the < Add New > option. (QBD & QBO)
Fix - the “Go To” linked in the Transactions tab section now navigate in one direction to the transaction screen. The “Go Back” on the transaction felt confusing since a transaction didn’t always have a location to go back to. (QBD & QBO)
Fix - the “New Transaction” button located in the Transactions tab section has also been updated to properly navigate to the transaction. (QBD & QBO)

Contacts Portal Receive Payment

Fix - the “Payment Type” dropdown list was showing all payment types. Now only active payment types show. (QBD)

Enjoy!

Danny