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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Type New - a field called “App Specific?” has been added to the screen and indicates if the activity type is used by a specific Method app.  By default, the activity type ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Lead New - Lead Source dropdown located under the ‘Lead Information’ section now provides the option to add new values to the Lead Source dropdown list by clicking the dropdown ...

Customer and Contacts List Updated - ‘Balance’ column to be a fixed width. (QBD & QBO) Portal Cases Fix - activities that are inserted for an existing Case through the portal will now fill in the “Contacts” field in the Cases table with the logged in user from the portal.  Prior to CRM 2.0, ...

Customers and Contacts List New - ‘My Inactive Customers and Contacts’ filter view. (QuickBooks Desktop and QuickBooks Online) New - ‘My Customers and Contacts with a Balance greater than 0’ filter view. (QuickBooks Desktop and QuickBooks Online) New - ‘Shared Inactive Customers and ...

The webinars listed below reference older screens and/or features that are no longer used in the most recent updates available through Method.  It is likely that newer webinars will be recorded to cover topics listed on this page.  While some of the information may still be relevant, it is important to be aware and cautious of ...

This past May while participating in a session on Method at Scaling New Heights, someone asked if there was an easier way to stay up to date with all the updates that Method released.  I of course responded letting them know that the Method blog was the number one place since we publish all the latest and greatest platforms changes as blog ...

Search Customer List and Search Contacts List When clearing the filters on the screen by clicking “Clear”, Method will now take the cursor to the Full Name box automatically (QuickBooks Desktop and QuickBooks Online) Updated so that hitting the “Enter” key triggers the actions located in the “Search” ...

pdirect - this issue should now be resolved.  Thanks for bringing this to our attention. Cheers, Danny

Check out the most recent updates to Method CRM by clicking the link below. http://www.methodintegration.com/cs/blogs/releasenotes/archive/2011/07/25/method-crm-updates-july-19-july-24-2011.aspx Cheers, Danny

New Opportunity When creating a new lead or a new customer from the New Opportunity screen, after clicking “Save” the radio button selection was not automatically switching to “Existing Customer” after saving. New Case When creating a new lead/customer/vendor and clicking “Save”, a conditional warning ...