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  • Method CRM Updates - March 29, 2012

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Sales Order 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 03-29-2012

  • Seamlessly attach Documents to QuickBooks transactions using Method CRM and SmartVault

    In last weeks blog I was raving about the new capabilities we’ve added to Method CRM allowing you to attach documents to leads, customers, opportunities, cases and solutions. Now we’ve gone one step further and extended this capability to some of the most common transactions in QuickBooks...
    Posted to Weblog by Method_Danny on 02-16-2012

  • 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 - December 8 - December 9, 2011

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Sales Orders - Create Invoice Fixed - screen validation highlighted an issue with using an “End Loop Through Table” instead of “End Loop Through Grid”...
    Posted to Weblog by Method_Danny on 12-09-2011

  • 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 - July 25 - July 26, 2011

    Search Customer List and Search Contacts List When clearing the filters on the screen by clicking “Clear”, Method will now take the cursor to the Full Name box automatically (QuickBooks Desktop and QuickBooks Online) Updated so that hitting the “Enter” key triggers the actions...
    Posted to Weblog by Method_Danny on 07-26-2011

  • Community Webinar 25: Converting Estimates to Sales Orders to Invoices

    On Wednesday, May 5 @ 1:00pm , Valbon Shabani will continue on covering exciting new features in Method. The main focus will be around the Estimate to Sales Order, Sales Order to Invoice process. The webinar will guide you through a scenario of creating and converting an estimate into a Sales Order which...
    Posted to Weblog by Method_Danny on 04-28-2010
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