Browse by Tags

• Contacts List
• Edit Lead
• New Customer

• Method CRM Updates - September 21 - September 22, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Customer Fixed (#3788) - same as the fix we applied for the New Customer screen. (QBO) Edit Lead Fixed (#3788)... Posted Sep 24 2012, 11:16 AM by Method_Danny with | with no comments Filed under: Edit Customer, Edit Lead

• Method CRM Updates - September 11, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Customer Improved (#3726) - if something goes wrong when fetching documents from SmartVault, we now provide a message... Posted Sep 12 2012, 08:46 AM by Method_Danny with | with no comments Filed under: Edit Customer

• Method CRM Updates - July 26 - August 19, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Fixed (#3599) - removed actions related to auto-filling the entity name on screen load. (QBD & QBO) Contacts... Posted Aug 20 2012, 09:46 AM by Method_Danny with | with no comments Filed under: Edit Customer, Contacts List

• Method CRM Updates - February 6, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Lead New - the “Documents” tab section now allows Method users to upload new documents or attach existing... Posted Feb 06 2012, 09:25 AM by Method_Danny with | with no comments Filed under: Edit Customer, Edit Lead

• Method CRM Updates - October 16 - October 17, 2011

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Lead Improved - the caption for “Customer Name” was changed to “Lead Name”. Keeps it consistent... Posted Oct 17 2011, 08:51 AM by Method_Danny with | with no comments Filed under: Edit Customer, Edit Lead, New Customer

• Method CRM Updates - September 23 - September 24, 2011

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Lead Improved - optimized when pop-up screens are opened for Contacts, Activities, Opportunities and Cases so that... Posted Sep 26 2011, 08:03 AM by Method_Danny with | with no comments Filed under: Edit Customer, Edit Lead