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• Method CRM Updates - March 27, 2013

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Fixed (#4237) - when attempting to click on the More actions > Choose email template button, the template... Posted Mar 27 2013, 09:47 PM by Method_Danny with | with no comments Filed under: Contacts

• Method CRM Updates - August 24 - August 27, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Home Dashboard Fixed (#3690) - updated the buttons for activities and opportunities to reflect the proper count. (QBD... Posted Aug 28 2012, 10:04 AM by Method_Danny with | with no comments Filed under: New Case, Contacts, Contacts List, Home Dasboard

• Method CRM Updates - March 30, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Fixed (#3349) - when the screen initially loaded for a new contact, the “Email notification” checkbox... Posted Mar 30 2012, 08:18 AM by Method_Danny with | with no comments Filed under: Contacts, Contacts List

• Method CRM Updates - March 15 - March 16, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts List New - new screen that allows for adding and editing of contacts for an entity. (QBD & QBO) Contacts... Posted Mar 16 2012, 08:06 AM by Method_Danny with | with no comments Filed under: Vendor List, Contacts, Contacts List

• Method CRM Updates - October 5 - October 7, 2011

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - you can now launch the edit contact screen from any of the tab sections by clicking More actions...... Posted Oct 07 2011, 09:19 AM by Method_Danny with | with no comments Filed under: Edit Case, Contacts