February 2013 - Posts

• Method CRM updates - Feb 17, 2013

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Tags & List Builder Screens Tags - The new "Tag" field has been added to the ListBuilder screen. (QBO & QBD) ListBuilder - a new version of the ListBuilder has been released. It allows for a faster insert of contacts based on status and type. It handles the new tag fields, eliminates duplicates, and has the option to clear the list before doing an insert. (QBO & QBD) Help Center for Tags - We wrote a help center article that explains how tags work. Enjoy, Paul Posted Feb 17 2013, 08:03 PM by Method_Paul with no comments

• Method CRM updates - Feb 4, 2013

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Screen Tags - The new "Tag" field has been added to the Customer List, Lead List as well as the Contacts grids in the Edit Customer and Edit Lead screens. This will continue to be phased in this week, with a new List Builder. Stay tuned for more (QBO & QBD) Enjoy, Paul Posted Feb 04 2013, 07:21 AM by Method_Paul with no comments