All Blog Posts
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Updated Method Integration Engine for QuickBooks Desktop The following updates are now available on the version 1.0.199 of the Method Integration Engine. Multi-tenancy support - Previously, beta testers of the multi-tenant ("Franchise") version...
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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Bill Payments Fixed (#3215) - an error message was appearing when attempting to click the “Pay Selected Bills”...
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Document management has been a hidden gem in Method CRM since March 2010 . The initial release of the document library allowed for documents to be attached through the opportunity, case and solution screens. But what happened if you wanted to attach a...
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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 New - the “Documents” tab section now allows Method users to upload new documents or attach existing...
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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 Fixed (#3210) - if an activity was related to an opportunity but did not have a contact assigned, an...
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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 New (#3162) - when creating a new customer you can now make that customer a sub-customer just like you...
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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Documents Tab New - a new tab called “Documents” has been added to the “CRM” tab group for all...
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"More" feature for tabs and tab links, new 2 year sync option The following updates are now available on the "January" version of Method. Tabs and tab Links have a "More" feature - If you have many tabs, or many tab links...
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Read-only pictures, two new display palettes The following update are now available on the "January" version of Method. Display Palettes - You now have "Method Blue" and "Method Teal" standard displays options under Customize...
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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online QuickBooks Estimate Fixed - under the “More actions...” button there was an option for “Create Sales...
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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online QuickBooks Invoice Fixed (#3164) - when clicking Print > Print Selected or Print > Print All, an error message...
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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Activity New - the left panel which displays the lead/customer/vendor/employee and contact info now has a click...
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Resolve Conflicts improvements The following update are now available on the "January" version of Method. Resolve Conflicts - The More Info link now shows you more readable values from the conflicted record, instead of the raw values. For example...
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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Activity Improved - small cosmetic change with relabelling “Cancel/Close” to “Close”. (QBD...
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Staging site, SmartVault beta, Intuit Account OpenID and a touch of style New "Staging" site - starting today, the latest version of Method is always "opt-in". We now have two production versions of Method for you to use. In additional...
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