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  • Method CRM Updates - May 15 - May 25, 2012

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Document Fixed (#3400) - the “folder” field is no longer a required field. (QBD & QBO) Edit Document Fixed (#3400) - the “folder” field...
    Posted to Weblog by Method_Danny on 05-25-2012
  • Method CRM Updates - February 28 - March 14, 2012

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Document Fixed (#3279) - when clicking the upload window closed, if no document was uploaded the “Name” field would show a “-1”. This was...
    Posted to Weblog by Method_Danny on 03-14-2012
  • Method CRM Updates - February 16 - February 27, 2012

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Document Improved - when uploading a new document through the upload attachment window, the document name will now be automatically filled in provided the “Name”...
    Posted to Weblog by Method_Danny on 02-27-2012
  • Method CRM Updates - February 8 - February 15, 2012

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Estimate New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction...
    Posted to Weblog by Method_Danny on 02-15-2012
  • 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
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