Search results matching tag 'contacts'

Method CRM Updates - March 30, 2012

Method_Danny — Fri, 30 Mar 2012 13:18:00 GMT

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

QBD = QuickBooks Desktop

QBO = QuickBooks Online

Contacts

Fixed (#3349) - when the screen initially loaded for a new contact, the “Email notification” checkbox was not appearing. This has now been fixed to appear when the screen loads. (QBD & QBO)

Contacts List

Fixed (#3349) - when the screen initially loaded for a new contact, the “Email notification” checkbox was not appearing. This has now been fixed to appear when the screen loads. (QBD & QBO)

Cheers,

Danny

Method CRM Updates - March 15 - March 16, 2012

Method_Danny — Fri, 16 Mar 2012 13:06:00 GMT

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

QBD = QuickBooks Desktop

QBO = QuickBooks Online

Contacts List

New - new screen that allows for adding and editing of contacts for an entity. (QBD & QBO)

Contacts

Improved - before we attempt to save a contact, we now verify that the contact has a full name assigned. This prevents contacts being created that are not assigned to an entity. (QBD & QBO)

Fixed - now the “Email Confirmation” checkbox only appears when the entity is a customer. (QBD & QBO)

Vendors List

New - similar to the customer and lead screens, we’ve now added the ability for vendors to add an unlimited amount of contacts. This was already available for QuickBooks Desktop but not QuickBooks Online. (QBO)

Improved - under the “Activities” tab section, when you click on “New Activity” you are taken to the Method 2.0 style activity screen vs. the older style activity screen. (QBD & QBO)

Improved - under the “Activities” tab section, when you click on “Go To” in the activities grid you are taken to the Method 2.0 style activity screen vs. the older style activity screen. (QBD & QBO)

Fixed (#2920) - when clicking on the Add/Edit Contacts button you are now taken to the new ContactsList screen. This allows you to add/edit contacts vs. only adding contacts. (QBD)

Cheers,

Danny

Method CRM Updates - October 5 - October 7, 2011

Method_Danny — Fri, 07 Oct 2011 14:19:00 GMT

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

QBD = QuickBooks Desktop
QBO = QuickBooks Online

Edit Case

New - you can now launch the edit contact screen from any of the tab sections by clicking More actions... > Edit Contact... Of course a contact would need to be selected from the Contact dropdown list at the top of the screen for this to work. (QBD & QBO)
New - the “Activity Contact” and “Follow-up Contact” dropdown lists located under the Case Dialog & New / Edit Activity tab have been updated to only show contacts that belong to the lead/customer/vendor associated with the case. This makes it much easier to locate a specific contact at the company when adding an activity from this screen. (QBD & QBO)
New - now you can add a new contact for the lead/customer/vendor associated with the case by clicking the dropdown list for “Activity Contact” or “Follow-up Contact” and selecting < Add New >. (QBD & QBO)
New - added a new option to delete an activity from this screen by clicking More actions... > Delete Activity under the New/Edit Activity tab. (QBD & QBO)
New - the ( … ) and < Add New > options were added to the following dropdown lists. This will make things easier for adding/editing values to the dropdowns. (QBD & QBO)
- Activity Type
- Activity Priority
- Follow-up Type
- Follow-up Status
- Follow-up Priority
Improved - now when a different contact is selected from the “Contact” dropdown list, the “Activity Contact” and “Follow-up Contact” dropdowns get pre-filled automatically with the name in the “Contact” dropdown. (QBD & QBO)
Improved - the “Activity Contact” and “Follow-up Contact” dropdown lists now display the contacts phone number for the second column and email address for the thrid column. Since we already know the company and entity type, its more useful to have these fields displayed here as additional columns. (QBD & QBO)
Improved - removed the “Complete, Save & New Activity” button from the screen. After some feedback from the community and our own internal team, we’ve integrated this into the “Save”, “Save & Back” and “Save & Close” buttons. (QBD & QBO)
Improved - the “Save” button now has 2 options when clicked. (QBD & QBO)
- Save Case - which simply saves the case.
- Save Case, Complete Activity & New Activity - which saves the case, completes the activity and then clears the screen for a new activity to be added.
Improved - the “Save & Back” button now has 2 options when clicked. (QBD & QBO)
- Save Case & Back - which simply saves the case and returns you back to your last known location.
- Save Case, Complete Activity & Back - which saves the case, completes the activity and returns you back to your last known location.
Improved - the “Save & Close” button now has 2 options when clicked. (QBD & QBO)
- Save Case & Close - which simply saves the case and closes the pop-up window.
- Save Case, Complete Activity & Close - which saves the case, completes the activity and closes the pop-up window.
Improved - updated filter views for Existing Activities for this Case to us the new “Activity Status Type” field. This way if someone changes the name of the activity status, it will not cause any problems with the way activities are displayed in the grid. (QBD & QBO)
Fix - when navigating to the Edit Case screen from the Activities List if the Go Back button was clicked, you would be taken back to the Activities List screen. However if you went back to the Cases tab, the screen would appear with no selected tab link. Now this tab will be taken back to the Cases List tab link. (QBD & QBO)
Fix - all images on screen have now been updated to use https. (QBD & QBO)
Fix - when selecting a different contact for the case an error message regarding sales rep appeared. This has now been updated to reflect the assigned to field instead. (QBO)

Contacts

Fix - all images on screen have now been updated to use https. (QBD & QBO)

Thanks for all the great feedback and interaction,

Danny

Keep your friend’s close and your contacts closer!

Method_Michael — Wed, 15 Jun 2011 15:00:00 GMT

As some of you may have already noticed the way contacts are initially added in Method has changed. Previously, when a customer was added through Method or QuickBooks, Method would create two entries in the Contacts tables for that customer. One for ‘Contact' and the other for ‘Alt Contact' from QuickBooks. This meant that for every customer entered there would be two contacts automatically added.

Now, if there is no ‘Alt Contact' Method just adds one contact in the Contacts table for the customer thus eliminating the ‘Alt Contact'. This makes the contacts list look a lot cleaner . You will also notice an additional field in the Contacts table for ‘Alt Phone'. In many cases the ‘Alt Phone' is actually related to the main contact for example, a cell number or a home number. Each contact will now have a ‘Phone' and an ‘Alt Phone', the ‘Alt Phone' for the main contact will be the ‘Alt Phone' entered when the customer was created.

-Michael