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• Method CRM Updates - October 21 - November 20, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case Improved (#3835) - the “Assigned To” dropdown fields now show the users full name and email address... Posted Nov 20 2012, 05:20 PM by Method_Danny with | with no comments Filed under: 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 - January 27 - February 1, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Documents Tab New - a new tab called “Documents” has been added to the “CRM” tab group for all... Posted Feb 02 2012, 10:04 AM by Method_Danny with | with no comments Filed under: Edit Case, Edit Opportunity, Edit Solution, Documents List, Edit Document, New Document, Documents Tab

• Method CRM Updates - November 18 - November 20, 2011

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - we now display the Activity Status field. Previously, all activities that were done through the edit... Posted Nov 20 2011, 02:17 PM by Method_Danny with | with no comments Filed under: Edit Case

• Method CRM Updates - October 22 - October 24, 2011

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - we’ve added a new field to the cases table IsEmailCaseNotificationToContact and made the “Email... Posted Oct 24 2011, 08:07 AM by Method_Danny with | with no comments Filed under: Edit Case, New Case

• 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

• Method CRM Updates - August 26 - August 27, 2011

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Opportunity Fix - the Activity Type dropdown list now filters to show only types with IsAppSpecific = No. (QBD &... Posted Aug 28 2011, 11:03 AM by Method_Danny with | with no comments Filed under: Edit Case, Edit Opportunity, New Case, New Opportunity

• Method CRM Updates - August 19 - August 22, 2011

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Lead New - Lead Source dropdown located under the ‘Lead Information’ section now provides the option... Posted Aug 22 2011, 09:19 AM by Method_Danny with | with 11 comment(s) Filed under: Activities List, New Lead, Edit Case, Edit Opportunity, New Activity, New Case, New Opportunity