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  • Method CRM Updates - November 22 - November 23, 2011

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Customers and Contacts List Improved - relabelled the column “Contact Name / Customer Name / Company Name” to “Contact / Customer / Company”....
    Posted to Weblog by Method_Danny on 11-23-2011

  • Method CRM Updates - October 4, 2011

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Customer and Contacts List Fix - changed the balance field to support 12 digits before the decimal place. (QBD & QBO) Small one for today but we’ve got more...
    Posted to Weblog by Method_Danny on 10-05-2011

  • Method CRM Updates - September 21 - September 22, 2011

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Leads and Contacts List Fix - small issue with displaying Rep / Type / Title for null values. (QBD) Fix - small issue with displaying Assigned / Type / Title for null...
    Posted to Weblog by Method_Danny on 09-23-2011

  • Method CRM Updates - September 19 - September 20, 2011

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Leads and Contacts List New - the “Type” column now displays the Sales Rep, Type and Title. In the case of QBO, it displays the Assigned To instead. (QBD...
    Posted to Weblog by Method_Danny on 09-20-2011

  • 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 cancelled. Any new records will be defaulted to “pending”...
    Posted to Weblog by Method_Danny on 09-19-2011

  • Method CRM Updates - August 5 - August 17, 2011

    Customer and Contacts List Updated - ‘Balance’ column to be a fixed width. (QBD & QBO) Portal Cases Fix - activities that are inserted for an existing Case through the portal will now fill in the “Contacts” field in the Cases table with the logged in user from the portal....
    Posted to Weblog by Method_Danny on 08-17-2011

  • Method CRM Updates - July 27 - August 4, 2011

    Customers and Contacts List New - ‘My Inactive Customers and Contacts’ filter view. (QuickBooks Desktop and QuickBooks Online) New - ‘My Customers and Contacts with a Balance greater than 0’ filter view. (QuickBooks Desktop and QuickBooks Online) New - ‘Shared Inactive Customers...
    Posted to Weblog by Method_Danny on 08-04-2011
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