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  • Method CRM Updates - May 5 - May 14, 2012

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Estimate Fixed - the item dropdown list will no longer display inactive items. (QBD & QBO) Cheers, Danny
    Posted to Weblog by Method_Danny on 05-14-2012

  • Method CRM Updates - April 5 - April 23, 2012

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online QuickBooks Estimate New (#3217) - if the “Email notification when saving?” checkbox is checked, a special miURL email gets sent to the customer. When the...
    Posted to Weblog by Method_Danny on 04-24-2012

  • Method CRM Updates - March 17 - March 27, 2012

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Estimate Fixed (#3323) - when loading a lead or customer from the grid on the left, if a different lead/customer was selected from the current transaction, their information...
    Posted to Weblog by Method_Danny on 03-27-2012

  • 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 24 - January 26, 2012

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online QuickBooks Estimate Fixed - under the “More actions...” button there was an option for “Create Sales Order” however Sales Orders are not yet supported...
    Posted to Weblog by Method_Danny on 01-27-2012

  • Method CRM Updates - September 7 - September 15, 2011

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Estimate New - Applied safety guard on Print Preview button so that only 1 record will ever show. (QBD) Fix - When selecting a customer from the Customer:Job dropdown...
    Posted to Weblog by Method_Danny on 09-15-2011
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