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• Method CRM Updates - November 5, 2011

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Opportunity New - now when you assign an opportunity, activity or follow-up activity to a user other than the logged... Posted Nov 05 2011, 07:56 PM by Method_Danny with | with no comments Filed under: Edit Opportunity, New Opportunity, Preferences Reports

• 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