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  Method CRM Updates - November 18 - November 20, 2011 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - we now display the Activity Status field. Previously, all activities that were done through the edit... 11-20-2011 2:17 PM by Anonymous to Release Notes

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  Method CRM Updates - November 13 - November 17, 2011 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Case List Improved - the “Details” column has now been relabelled to “Assigned To / Origin / Status”... 11-17-2011 10:01 AM by Anonymous to Release Notes

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  Method Platform Updates - November 13, 2011 Enhancements to QuickBooks Online syncing Sales Receipts - now sync bi-directionally with QuickBooks Online. Deletion detection from QuickBooks Online . We now look for any deletions you made in QuickBooks since your last sync. For transactions (like... 11-14-2011 12:55 PM by Method_Paul to Release Notes

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  Method CRM Updates - November 11 - November 12, 2011 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Portal - New Case Improved - the email being sent to the contact now uses the email template called CRM_CaseUpdateForCustomer... 11-12-2011 8:28 PM by Anonymous to Release Notes

• 3 Comments 2,743 Views

  Method Platform Updates - November 11, 2011 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Method Sync Engine for QuickBooks Desktop Improved - if an entity (customer, vendor, employee) is created in QuickBooks... 11-11-2011 12:37 PM by Anonymous to Release Notes

• 1 Comments 2,961 Views

  Method CRM Updates - November 5 - November 10, 2011 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Opportunities List New - linked field added to the opportunity table which grabs the company name for the lead/customer... 11-11-2011 8:50 AM by Anonymous to Release Notes

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  Method CRM Updates - November 5, 2011 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Opportunity New - now when you assign an opportunity, activity or follow-up activity to a user other than the logged... 11-05-2011 7:56 PM by Anonymous to Release Notes

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  Method CRM Updates - November 3 - November 4, 2011 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Opportunities List New - added the “Description” field as a column in the grid. (QBD & QBO) Improved... 11-04-2011 7:20 AM by Anonymous to Release Notes

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  Method CRM Updates - October 25 - November 2, 2011 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Email Templates Improved - the “Email Template List” grid section has been updated to say “Existing... 11-03-2011 11:16 AM by Anonymous to Release Notes

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  Method CRM Updates - October 22 - October 24, 2011 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - we’ve added a new field to the cases table IsEmailCaseNotificationToContact and made the “Email... 10-24-2011 8:07 AM by Anonymous to Release Notes

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  Method CRM Updates - October 18 - October 21, 2011 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online My CRM Preferences New - this is a new screen used to track CRM preferences for the logged in user. (QBD & QBO)... 10-21-2011 3:51 PM by Anonymous to Release Notes

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  Method CRM for Intuit Anywhere - Now Released Back in June we blogged about Intuit announcing a new way of integrating with QuickBooks called Intuit Anywhere (“IA”). Starting today, all new Method CRM for QuickBooks Online users will be using IA to connect to QuickBooks. IA provides QuickBooks... 10-18-2011 9:32 AM by Anonymous to Blog

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  Method CRM Updates - October 16 - October 17, 2011 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Lead Improved - the caption for “Customer Name” was changed to “Lead Name”. Keeps it consistent... 10-17-2011 8:51 AM by Anonymous to Release Notes

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  Method Platform Updates - September 8 to October 15, 2011 Enhancements Knowledge Base Beta - We have entered into a beta for a new "Knowledge Base" feature that lets you to link to a public, searchable and index-able knowledge base (or FAQ). It takes the solution articles you write in Method, and creates... 10-16-2011 8:26 AM by Method_Paul to Release Notes

• 0 Comments 3,166 Views

  Method CRM Updates - October 8 - October 15, 2011 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Lead New - if a lead is related to a campaign, you can now select that campaign using the “Campaign”... 10-14-2011 7:44 AM by Anonymous to Release Notes