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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

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  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

• 0 Comments 3,632 Views

  Method CRM Updates - October 5 - October 7, 2011 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - you can now launch the edit contact screen from any of the tab sections by clicking More actions...... 10-07-2011 9:19 AM by Anonymous to Release Notes

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  Method CRM Updates - October 4, 2011 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Customer and Contacts List Fix - changed the balance field to support 12 digits before the decimal place. (QBD &... 10-05-2011 8:24 AM by Anonymous to Release Notes

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  Method CRM Updates - September 25 - October 3, 2011 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... 10-04-2011 8:00 AM by Anonymous to Release Notes

• 0 Comments 2,803 Views

  Method CRM Updates - September 23 - September 24, 2011 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... 09-26-2011 8:03 AM by Anonymous to Release Notes

• 0 Comments 2,811 Views

  Method CRM Updates - September 21 - September 22, 2011 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... 09-23-2011 8:52 AM by Anonymous to Release Notes

• 0 Comments 3,417 Views

  Method Pro Services Updates - September 22, 2011 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... 09-22-2011 10:05 AM by Method_Valbon to Release Notes

• 0 Comments 2,977 Views

  Method CRM Updates - September 19 - September 20, 2011 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... 09-20-2011 7:50 AM by Anonymous to Release Notes

• 0 Comments 2,697 Views

  Method CRM Updates - September 16 - September 18, 2011 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... 09-19-2011 9:07 AM by Anonymous to Release Notes

• 4 Comments 6,166 Views

  New Feature: Last Activity and Next Activity – Never Lose Touch with Your Contacts Again 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... 09-19-2011 8:00 AM by Anonymous to Blog

• 0 Comments 2,645 Views

  Method CRM Updates - September 7 - September 15, 2011 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... 09-15-2011 9:23 AM by Anonymous to Release Notes

• 1 Comments 2,593 Views

  Method Platform Updates - September 7, 2011 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... 09-07-2011 2:09 PM by Method_Paul to Release Notes

• 0 Comments 2,806 Views

  Method CRM Updates - August 30 - September 6, 2011 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... 09-06-2011 1:19 PM by Anonymous to Release Notes

• 0 Comments 2,686 Views

  Method Platform Updates - September 4, 2011 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... 09-04-2011 8:29 AM by Method_Paul to Release Notes