Method Community

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Estimate New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD & QBO) New - ...

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 of Method had to have a special Method Integration Engine manually installed. ...

  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” button. (QBD) Cheers, Danny  

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 document only to a lead or customer?  Well....you could but it wasn’t easy ...

 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 documents in the document library directly to a lead. (QBD & ...

 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 error message was appearing when attempting to save the activity. ...

 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 can in QuickBooks Online (“QBO”).  Previously this was not ...

 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 Method accounts which is dedicated to the document library in Method CRM. ...

"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 under a tab, you have probably seen them wrap onto a 2nd line. This can be ugly, and also ...

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 > Display. Read-only pictures - You can now edit a picture or attachment object and ...