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  Method CRM Updates - October 22 - October 24, 2011 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - we’ve added a new field to the cases table IsEmailCaseNotificationToContact and made the “Email... 10-24-2011 8:07 AM by Anonymous to Release Notes

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  Method CRM Updates - October 18 - October 21, 2011 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online My CRM Preferences New - this is a new screen used to track CRM preferences for the logged in user. (QBD & QBO)... 10-21-2011 3:51 PM by Anonymous to Release Notes

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  Method CRM for Intuit Anywhere - Now Released Back in June we blogged about Intuit announcing a new way of integrating with QuickBooks called Intuit Anywhere (“IA”). Starting today, all new Method CRM for QuickBooks Online users will be using IA to connect to QuickBooks. IA provides QuickBooks... 10-18-2011 9:32 AM by Anonymous to Blog

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  Method CRM Updates - October 16 - October 17, 2011 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Lead Improved - the caption for “Customer Name” was changed to “Lead Name”. Keeps it consistent... 10-17-2011 8:51 AM by Anonymous to Release Notes

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  Method Platform Updates - September 8 to October 15, 2011 Enhancements Knowledge Base Beta - We have entered into a beta for a new "Knowledge Base" feature that lets you to link to a public, searchable and index-able knowledge base (or FAQ). It takes the solution articles you write in Method, and creates... 10-16-2011 8:26 AM by Method_Paul to Release Notes

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  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”... 10-14-2011 7:44 AM by Anonymous to Release Notes

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  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...... 10-07-2011 9:19 AM by Anonymous to Release Notes

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  Method CRM Updates - October 4, 2011 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Customer and Contacts List Fix - changed the balance field to support 12 digits before the decimal place. (QBD &... 10-05-2011 8:24 AM by Anonymous to Release Notes

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  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... 10-04-2011 8:00 AM by Anonymous to Release Notes

• 0 Comments 2,889 Views

  Method CRM Updates - September 23 - September 24, 2011 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Lead Improved - optimized when pop-up screens are opened for Contacts, Activities, Opportunities and Cases so that... 09-26-2011 8:03 AM by Anonymous to Release Notes

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  Method CRM Updates - September 21 - September 22, 2011 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Leads and Contacts List Fix - small issue with displaying Rep / Type / Title for null values. (QBD) Fix - small issue... 09-23-2011 8:52 AM by Anonymous to Release Notes

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  Method Pro Services Updates - September 22, 2011 Budget / Contracts Fix - budgeted amount is auto calculated when adding new line items on budget / contract when clicking Save & Close or Save & New. New - customer name is a click-able link pointing back to the customer list screen. Fix - pop... 09-22-2011 10:05 AM by Method_Valbon to Release Notes

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  Method CRM Updates - September 19 - September 20, 2011 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Leads and Contacts List New - the “Type” column now displays the Sales Rep, Type and Title. In the case... 09-20-2011 7:50 AM by Anonymous to Release Notes

• 0 Comments 2,767 Views

  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... 09-19-2011 9:07 AM by Anonymous to Release Notes

• 4 Comments 6,569 Views

  New Feature: Last Activity and Next Activity – Never Lose Touch with Your Contacts Again One of the main reasons a business chooses to use a CRM product is because they want to make sure they don’t lose touch with any of their leads or customers. After all, customers are the lifeblood of any company. If you find yourself still putting... 09-19-2011 8:00 AM by Anonymous to Blog