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 Contacts Screen Tags - The new "Tag" field has been added to the Customer List, Lead List as well as the Contacts...
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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Screen Tags - You'll see a new "Tag" field in the Contacts screen. This will be phased in over...
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"January" version now available The following updates are available on the staging site, as of January 18th. You can access the January version by clicking "Switch to the January Version" when you sign into Method. Improvement: documentation...
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At Method CRM, we’re firm believers that online is the future for small businesses. I mean, we did create an online app after all! This month the first SmallBizVCon is being hosted by Stacy Kildal and Dawn Brolin , both avid users of online solutions...
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Intuit App Center received a big update last week, something that had been anticipated from an earlier announcement in their IPP blog , where they wrote: " We will be presenting apps based on a simple formula: number of reviews x star rating (to...
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Seasons Greetings, Joyeux Noël!, Boas Festas!, Buone Feste, Ii holide ezimnandi, Sarbatori Fericite!, Frohe Weinachten!, Feliz Navidad, Mele Kalikimaka, Wesołych Świąt, Boldog Ünnepeket On behalf of the Method Team, I’d like to wish everyone...
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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 Improved (#4027) - when loading an existing opportunity, if the “contact” dropdown list...
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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Improved (#4003 & 4009) - when loading a new or existing activity the screen would automatically place...
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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Fixed (#4005) - when opening an existing activity in a pop-up, the activity type was always being set to “Other”...
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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity New - the entire layout of the activity screen has been redesigned to provide better workflow while keeping...
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Why doesn’t Method CRM (Customer Relationship Management) sup p ort QuickBooks for Mac? Not because the Method team doesn’t want to, it’s quite the contr ary. In fact, they love Macs and most of the m use them exclusively. The answer...
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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case Improved (#3835) - the “Assigned To” dropdown fields now show the users full name and email address...
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"November" version now available The following updates will be available on the staging site on November 15th. You can access the November version by clicking "Switch to the November Version" when you sign into Method. Right-click...
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Cases Tab Improved (#3904) - cases are n ow sorted by the most recent created date . Cheers, Danny
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Contact Info Tab New (#3884) - you can now see the sales rep initials(QuickBooks Desktop)/assigned to username(QuickBooks Online) and sales reps name for the contact. Cheers, Danny
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