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  • Method CRM Updates - March 30, 2012

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Fixed (#3349) - when the screen initially loaded for a new contact, the “Email notification” checkbox was not appearing. This has now been fixed...
    Posted to Weblog by Method_Danny on 03-30-2012

  • Method CRM Updates - March 15 - March 16, 2012

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts List New - new screen that allows for adding and editing of contacts for an entity. (QBD & QBO) Contacts Improved - before we attempt to save a contact,...
    Posted to Weblog by Method_Danny on 03-16-2012

  • Method CRM Updates - October 5 - October 7, 2011

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - you can now launch the edit contact screen from any of the tab sections by clicking More actions... > Edit Contact.. . Of course a contact would need...
    Posted to Weblog by Method_Danny on 10-07-2011

  • Keep your friend’s close and your contacts closer!

    As some of you may have already noticed the way contacts are initially added in Method has changed. Previously, when a customer was added through Method or QuickBooks, Method would create two entries in the Contacts tables for that customer. One for ‘Contact' and the other for ‘Alt Contact'...
    Posted to Weblog by Method_Michael on 06-15-2011
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