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• 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 - November 13 - November 17, 2011

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Case List Improved - the “Details” column has now been relabelled to “Assigned To / Origin / Status”... Posted Nov 17 2011, 10:01 AM by Method_Danny with | with no comments Filed under: New Case, Cases List

• 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 - 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