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Method CRM Updates - Dec 30, 2013

02 September 2014 Written by
Published in Releases

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

    QBD = QuickBooks Desktop

    QBO = QuickBooks Online

New Customer

    Improved (#4803) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5. (QBO)

 
Edit Customer

    Improved (#4803) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5. (QBO)

New Lead

    Improved (#4803) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5. (QBO)

Edit Lead

    Improved (#4803) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5. (QBO)

 
New Opportunity

    Improved (#4803) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5 when adding new lead / customer.(QBO)

Reports

    New (#4825) - Added Cases Reports screen. (QBO)

Dashboards

    New (#4857) - Added Customers dashboard screen. (QBO)

    New (#4859) - Added Activities dashboard screen. (QBO)

    New (#4866) - Added Opportunities dashboard screen. (QBD)

    New (#4867) - Added Opportunities dashboard screen. (QBO)

    New (#4869) - Added Cases dashboard screen. (QBO)

Method CRM Updates - Dec 16, 2013

02 September 2014 Written by
Published in Releases

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

  • QBD = QuickBooks Desktop
  • QBO = QuickBooks Online

Dashboards

  • New (#4832) - Added Leads Dashboard screen. (QBO)
  • New (#4833) - Added Customers dashboard screen. (QBD)
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