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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. (QBD & QBO) Improved - the column “...
    Posted to Weblog by Method_Danny on 11-11-2011
  • 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 - the label for “Details” has now been...
    Posted to Weblog by Method_Danny on 11-04-2011
  • 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” dropdown list. Only active campaigns will appear...
    Posted to Weblog by Method_Danny on 10-14-2011
  • 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
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