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• Method CRM Updates - May 15 - May 25, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Document Fixed (#3400) - the “folder” field is no longer a required field. (QBD & QBO) Edit Document... Posted May 25 2012, 08:25 AM by Method_Danny with | with no comments Filed under: Edit Document, New Document

• Method CRM Updates - February 28 - March 14, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Document Fixed (#3279) - when clicking the upload window closed, if no document was uploaded the “Name”... Posted Mar 14 2012, 08:48 AM by Method_Danny with | with no comments Filed under: New Document

• Method CRM Updates - February 16 - February 27, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Document Improved - when uploading a new document through the upload attachment window, the document name will now... Posted Feb 27 2012, 08:50 PM by Method_Danny with | with no comments Filed under: New Document

• Method CRM Updates - February 8 - February 15, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Estimate New - the “Document...” but now supports new documents being uploaded, linking of existing documents... Posted Feb 15 2012, 08:59 AM by Method_Danny with | with no comments Filed under: QuickBooks Sales Orders, QuickBooks Invoices, QuickBooks Estimate, Edit Document, New Document, QuickBooks Received Payments, Edit Document Link

• 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