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• Method CRM Updates - November 22 - November 23, 2011

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Customers and Contacts List Improved - relabelled the column “Contact Name / Customer Name / Company Name”... Posted Nov 23 2011, 09:24 AM by Method_Danny with | with no comments Filed under: Customer and Contacts List, Leads and Contacts List

• Method CRM Updates - October 4, 2011

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Customer and Contacts List Fix - changed the balance field to support 12 digits before the decimal place. (QBD &... Posted Oct 05 2011, 08:24 AM by Method_Danny with | with no comments Filed under: Customer and Contacts List

• Method CRM Updates - September 21 - September 22, 2011

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Leads and Contacts List Fix - small issue with displaying Rep / Type / Title for null values. (QBD) Fix - small issue... Posted Sep 23 2011, 08:52 AM by Method_Danny with | with no comments Filed under: Customer and Contacts List, Leads and Contacts List, QuickBooks Classes, Contact

• Method CRM Updates - September 19 - September 20, 2011

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Leads and Contacts List New - the “Type” column now displays the Sales Rep, Type and Title. In the case... Posted Sep 20 2011, 07:50 AM by Method_Danny with | with no comments Filed under: Customer and Contacts List, Leads and Contacts List

• Method CRM Updates - September 16 - September 18, 2011

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Status (QBD & QBO) New - Activity Status Type field providing 3 options including pending, completed or... Posted Sep 19 2011, 09:07 AM by Method_Danny with | with no comments Filed under: Customer and Contacts List, Leads and Contacts List, Opportunities List, Cases List, Activity Status

• 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

• Method CRM Updates - July 27 - August 4, 2011

  Customers and Contacts List New - ‘My Inactive Customers and Contacts’ filter view. (QuickBooks Desktop and QuickBooks Online) New - ‘My Customers and Contacts with a Balance greater than 0’ filter view. (QuickBooks Desktop and... Posted Aug 04 2011, 12:18 PM by Method_Danny with | with no comments Filed under: Customer and Contacts List, QuickBooks Customer List, QuickBooks Leads List, Leads and Contacts List