Pricing & Sign up
Menu  

Browse by Tags

All Tags » Edit Case (RSS)

  • 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 Method accounts which is dedicated to the document...
    Posted to Weblog by Method_Danny on 02-02-2012

  • Method CRM Updates - November 18 - November 20, 2011

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - we now display the Activity Status field. Previously, all activities that were done through the edit case screen were marked as complete since they were...
    Posted to Weblog by Method_Danny on 11-20-2011

  • Method CRM Updates - October 22 - October 24, 2011

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - we’ve added a new field to the cases table IsEmailCaseNotificationToContact and made the “Email Case notification to contact when saving?”...
    Posted to Weblog by Method_Danny on 10-24-2011

  • Method CRM Updates - October 5 - October 7, 2011

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - you can now launch the edit contact screen from any of the tab sections by clicking More actions... > Edit Contact.. . Of course a contact would need...
    Posted to Weblog by Method_Danny on 10-07-2011

  • 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 & QBO) Fix - the Follow-up Activity Type dropdown...
    Posted to Weblog by Method_Danny on 08-28-2011

  • 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 to add new values to the Lead Source dropdown list...
    Posted to Weblog by Method_Danny on 08-22-2011
Page 1 of 1 (6 items)