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• 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 - August 31 - September 10, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Lead Fixed (#3742) - spelling mistake when converting a lead into a customer. Oops! (QBD & QBO) Cheers, Danny Posted Sep 11 2012, 09:20 AM by Method_Danny with | with no comments Filed under: Edit Lead

• Method CRM Updates - August 21, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Lead Fixed (#3599) - removed actions related to passing the entity name to the contacts pop-up screen. (QBD &... Posted Aug 22 2012, 12:16 PM by Method_Danny with | with no comments Filed under: Edit Lead

• 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