Method Team Blogs
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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My Profile A new feature has been added to all editions of Method CRM called "My Profile". It allows end-users to change their password, security question, email signature, email address, and notification settings. Previously, the administrator...
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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Time Tracking New - the Name dropdown list now displays the currency in the third column. (QBD) New - the Customer:Job...
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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Classes (QBO) Method CRM now syncs with QuickBooks Online Classes , which was only released by Intuit to developers...
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We're excited to announce the release of Method Scheduling & Invoicing for QuickBooks Online . While there are several apps available for Method users who use QuickBooks Desktop , this is the first app available for Method users of QuickBooks...
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Beta testers of the Method Scheduling & Invoicing for QuickBooks Online app will be happy to see the following updates: User Guide - the user guide is now available here . Add / Edit Work Order - has been updated to include QuickBooks Online specific...
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Add / Edit Work Order - If you leave the "Job Name" blank, it will now be filled in with the first Job Item you choose in the Tasks & Materials grid. This comes from your feedback that most of the time the job name is the item name you are...
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Method HQ will be away from the office on Monday, September 5th for Labor Day . Labor Day is one of the rare holidays that both Americans and Canadians celebrate on the same day. So what happens if you run into issues, have questions or just want to bounce...
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