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• Contacts Portal Cases
• Customer and Contacts List
• Edit Case

• Method CRM Updates - August 28, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case Fixed (#3487) - applied the same fix for formatting of the date like we did on the New Case screen. (QBD &... Posted Aug 29 2012, 08:53 AM by Method_Danny with | with no comments Filed under: Contacts Portal New Case, Edit Case

• Method CRM Updates - November 11 - November 12, 2011

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Portal - New Case Improved - the email being sent to the contact now uses the email template called CRM_CaseUpdateForCustomer... Posted Nov 12 2011, 08:28 PM by Method_Danny with | with no comments Filed under: Contacts Portal New Case, Contacts Portal Cases

• Method CRM Updates - August 5 - August 17, 2011

  Customer and Contacts List Updated - ‘Balance’ column to be a fixed width. (QBD & QBO) Portal Cases Fix - activities that are inserted for an existing Case through the portal will now fill in the “Contacts” field in the Cases... Posted Aug 17 2011, 08:54 AM by Method_Danny with | with no comments Filed under: Customer and Contacts List, Contacts Portal New Case, Contacts Portal Cases