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• Seamlessly attach Documents to QuickBooks transactions using Method CRM and SmartVault

  In last weeks blog I was raving about the new capabilities we’ve added to Method CRM allowing you to attach documents to leads, customers, opportunities, cases and solutions. Now we’ve gone one step further and extended this capability to... Posted Feb 16 2012, 10:40 AM by Method_Danny with | with no comments Filed under: QuickBooks Sales Orders, QuickBooks Invoices, QuickBooks Estimates, SmartVault SDK, smartVault, QuickBooks Receive Payments

• Improved Document Management, Increased Data Storage and Slick SmartVault Integration

  Document management has been a hidden gem in Method CRM since March 2010 . The initial release of the document library allowed for documents to be attached through the opportunity, case and solution screens. But what happened if you wanted to attach a... Posted Feb 06 2012, 12:08 PM by Method_Danny with | with 2 comment(s) Filed under: Document Management, SmartVault SDK, QuickBooks Online, QB Online, smartVault, Documents, QuickBooks Desktop

• Method Partners with SmartVault!

  Good afternoon, Today SmartVault announced the availability of their Software Developers Kit (SDK) and we at Method are excited to announce that we will be utilizing this to partner with SmartVault! SmartVault, the award-winning document management service... Posted Oct 04 2010, 04:31 PM by Anonymous with | with no comments Filed under: Method Partners with SmartVault, SmartVault SDK, ISP Summit 2010