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  • Method CRM Updates - February 4 - February 5, 2012

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Opportunity Fixed (#3210) - if an activity was related to an opportunity but did not have a contact assigned, an error message was appearing when attempting to save...
    Posted to Weblog by Method_Danny on 02-05-2012

  • 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 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 in user, an email is sent to that user notifying...
    Posted to Weblog by Method_Danny on 11-05-2011

  • Method CRM Updates - September 25 - October 3, 2011

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Opportunity New - the “Activity Contact” and “Follow-up Contact” dropdown lists located under the New / Edit Activity tab have been updated...
    Posted to Weblog by Method_Danny on 10-04-2011

  • 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
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