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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 - April 24, 2012

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online QuickBooks Invoice New (#3217) - we’ve applied the same new features added to the estimate screen yesterday to... Posted Apr 25 2012, 08:24 AM by Method_Danny with | with no comments Filed under: QuickBooks Invoices, New Lead

• Method CRM Updates - October 8 - October 15, 2011

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Lead New - if a lead is related to a campaign, you can now select that campaign using the “Campaign”... Posted Oct 14 2011, 07:44 AM by Method_Danny with | with no comments Filed under: New Lead, Opportunities List

• 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