05/15/13 Product Release
Solution No. 49
Here is a listing of all of the Release Notes from 05/15/13.
NEXT Preferences
- Added preference to show the activity types that the company wants to show up on each users calendar.
Support Tickets
- Added Schedule Recurring activities
- Added Schedule Follow up activities
- Added Total of the number of hours spent on the case
- Support Tickets are able to have a specific time that an activity is to be done and this can show up on the calendar based on the preferences set up.
- Added ability to show the Login Information for the Client on the Support Ticket
- Ability to Close a Support Ticket when the final activity is completed.
Google Gadget (Gmail)
- Ability to add in new customer or leads from Gmail
- Ability to add in Opportunities from Gmail without retyping
- Ability to add in support tickets (cases) from Gmail
- Ability to add in activities from Gmail
Outlook Plugin
- Ability to add in new customer or leads from Outlook
- Ability to add in Opportunities from Outlook without retyping
- Ability to add in support tickets (cases) from Outlook
- Ability to add in activities from Outlook
Opportunities
- Added Schedule Recurring activities
- Added Schedule Follow up activities
- Added Total of the number of hours spent on the Opportunity
- Opportunities are able to have a specific time that an activity is to be done and this can show up on the calendar based on the preferences set up.
- Ability to Close an Opportunity when the final activity is completed.
Client Screen
- Added a column on the Activity Log to be able to “Flag” important notes that you do not want to fall from first glance and view of the client
- Added filtering Options for reporting on features used in QuickBooks
- Added report Options for 90 Days reports to be able to see Clients with no Activities in NEXT.
Dashboard
- To Do Section – Ability to click on the Contact or Client Name and be taken directly to the Customer List.
- Phone Message Section – Ability to click on the Contact or Client Name and be taken directly to the Customer List.
- Support Tickets Section – Ability to click on the Contact or Client Name and be taken directly to the Customer List.
- Opportunity Section – Ability to click on the Contact or Client Name and be taken directly to the Customer List.
NEXT List Drop Down
- Added QBOA in the QuickBooks Products
| Created by | Robin H. on | May-17-2013 |
| Last modified by | Robin H. on | May-17-2013 |