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• Method CRM Updates - November 5 - November 10, 2011

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Opportunities List New - linked field added to the opportunity table which grabs the company name for the lead/customer... Posted Nov 11 2011, 08:50 AM by Method_Danny with | with 1 comment(s) Filed under: Opportunities List

• Method CRM Updates - November 3 - November 4, 2011

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Opportunities List New - added the “Description” field as a column in the grid. (QBD & QBO) Improved... Posted Nov 04 2011, 07:20 AM by Method_Danny with | with no comments Filed under: Opportunities List

• 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 - September 16 - September 18, 2011

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Status (QBD & QBO) New - Activity Status Type field providing 3 options including pending, completed or... Posted Sep 19 2011, 09:07 AM by Method_Danny with | with no comments Filed under: Customer and Contacts List, Leads and Contacts List, Opportunities List, Cases List, Activity Status