June 2013 - Posts

•  Method CRM Updates - June 20, 2013

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Estimates Fixed (#4401) - Estimate numbers no longer get cleared/reset when clicking Update on the line item grid (QBD & QBO) Cheers, Michael Posted Jun 18 2013, 01:03 PM by Method_Michael with no comments

• Method CRM Updates - June 18, 2013

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Document Links New (#4413) - added SmartVault ‘Fetch’ support for Estimates and Invoices (QBO) Edit Customer New (#4413) - added SmartVault ‘Fetch’ support for Customers. (QBO) Cheers, Michael Posted Jun 18 2013, 11:06 AM by Method_Michael with no comments

• Method Platform Updates - June 14, 2013

  "June" version now available The following updates are available on the staging site, as of June 14th.  You can access the June version by clicking "Switch to the June Version" when you sign into Method. Improvement: We have added behind-the-scenes support for MailChimp integration. This won't be made available on stock screens until the staging period is over. If you are eager to get started, you can follow the instructions at http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&id=289 where it explains how to customize your screen to expose it (look for NOTE: if your List Builder screen has been customized......) Improvement: Support for SmartVault for QuickBooks Online! SmartVault has released a killer toolbar into QuickBooks Online for document managment. As a valued partner we jumped on early to integrate. To learn more about SmartVault integration with Method, click here. Enjoy, Paul Posted Jun 16 2013, 07:02 AM by Method_Paul with no comments