All Blog Posts
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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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"October" version now available The following updates are now available on the staging site. You can access the October version by clicking "Switch to the October Version" when you sign into Method. Recent history - this may be one...
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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Mobile Activity Improved - email template list now also filters out “hidden” email templates. (QBD &...
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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Document s list New - in the top right corner of the screen, you can now launch the documents help center articles....
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"September" version will be available later today The following updates are now available on the staging site. You can access the September version by clicking "Switch to the September Version" when you sign into Method. Google Calendar...
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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Customer Fixed (#3788) - same as the fix we applied for the New Customer screen. (QBO) Edit Lead Fixed (#3788)...
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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Customer Fixed (#3788) - the “Terms” dropdown list now displays only active terms. (QBO) New Lead Fixed...
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In the past, the vast majority of small and large companies have looked to Microsoft Exchange and Outlook to provide email and calendaring for the organization, but more recently, Google has attempted to revolutionize this space with Google Apps. The...
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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Customer Improved (#3726) - if something goes wrong when fetching documents from SmartVault, we now provide a message...
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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 Fixed (#3742) - spelling mistake when converting a lead into a customer. Oops! (QBD & QBO) Cheers, Danny
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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activities List New (#3710) - in some cases you might want to filter your activity list by more than one piece of information...
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