All Blog Posts
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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Type New - a field called “App Specific?” has been added to the screen and indicates if the activity...
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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Lead New - Lead Source dropdown located under the ‘Lead Information’ section now provides the option...
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Call Web Service Action The number of parameters allowed on the Call Web Service action has been increased from 5 to 10. Long term, we plan to make this unlimited. Due to your feedback that it has been difficult to debug the Call Web Service action, we...
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Mobile Invoice When a Customer is selected the Rep field is populated with the Sales Rep that is assigned to the Customer (QuickBooks Desktop) Set default grid filter to Shared Invoices for Today (QuickBooks Desktop and QuickBooks Online) Mobile Estimate...
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Customer and Contacts List Updated - ‘Balance’ column to be a fixed width. (QBD & QBO) Portal Cases Fix - activities that are inserted for an existing Case through the portal will now fill in the “Contacts” field in the Cases...
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Method Field Services updates Fix - The Field Service Dashboard screen had links to CRM activities, cases and opportunities. These were pointing to the old version of Method CRM, so they were dead links for new users and users who recently upgraded. A...
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It's no secret that we've been working on a QuickBooks Online version of Method CRM for some time now. We announced that we were working on it at Scaling New Heights in May to our Method Solution Providers . We were then highlighted by Alex Barnett...
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Method Platform updates New - 'Method Coach' now sends you notification emails when you complete setup tasks and recommends your next steps. Read more: http://miurl.cc/Coach New - Resolve Conflicts now has a Clear link to ignore the conflict,...
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At Method HQ, we've talked for some time now about having a "Method Coach" feature. Most of the discussions start with big, bulging eyes and a "Wouldn't it be cool if..." declaration - but to be fair, being a tech company full...
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Customers and Contacts List New - ‘My Inactive Customers and Contacts’ filter view. (QuickBooks Desktop and QuickBooks Online) New - ‘My Customers and Contacts with a Balance greater than 0’ filter view. (QuickBooks Desktop and...
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Converting Estimates to Budget / Contracts A new Estimate screen (tab-link) added to create Estimates and quickly convert them to Budget / Contracts. Budget / Contacts New feature to load templates (described in detail below). Platform update now ensures...
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This past May while participating in a session on Method at Scaling New Heights, someone asked if there was an easier way to stay up to date with all the updates that Method released. I of course responded letting them know that the Method blog was the...
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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...
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New Opportunity When creating a new lead or a new customer from the New Opportunity screen, after clicking “Save” the radio button selection was not automatically switching to “Existing Customer” after saving. New Case When creating...
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We’ve been very busy over the last few months. Want to know why? We’ve been working tirelessly on a refreshed version of Method CRM that now focuses on workflow and ease of access to your CRM and QuickBooks information. This was first previewed...
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