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• Method CRM Updates - September 12 - September 20, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Customer Fixed (#3788) - the “Terms” dropdown list now displays only active terms. (QBO) New Lead Fixed... Posted Sep 21 2012, 10:21 AM by Method_Danny with | with no comments Filed under: New Lead, New Customer, Existing Document Link List

• Method CRM Updates - February 2 - February 3, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Customer New (#3162) - when creating a new customer you can now make that customer a sub-customer just like you... Posted Feb 03 2012, 10:39 AM by Method_Danny with | with no comments Filed under: New Customer

• 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