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.

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)

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)

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)

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)

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)

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)

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

Enjoy!

Danny

Search results matching tags 'QuickBooks Invoices' and 'QuickBooks Edit Lead'