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  • Method CRM Updates - April 25 - April 27, 2012

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Receive Payment New (#3217) - we’ve applied the same new features added to the estimate screen to yesterday to the receive payment screen.  This means you can now take advantage of the single ...
    Posted to Release Notes (Weblog) by Anonymous on 04-27-2012
  • Method CRM Updates - April 24, 2012

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online QuickBooks Invoice New (#3217) - we’ve applied the same new features added to the estimate screen yesterday to the invoice screen.  This means you can now take advantage of the single ...
    Posted to Release Notes (Weblog) by Anonymous on 04-25-2012
  • Method CRM Updates - March 15 - March 16, 2012

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts List New - new screen that allows for adding and editing of contacts for an entity.  (QBD & QBO) Contacts Improved - before we attempt to save a contact, we now verify ...
    Posted to Release Notes (Weblog) by Anonymous on 03-16-2012
  • Method CRM Updates - February 2 - February 3, 2012

     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 ...
    Posted to Release Notes (Weblog) by Anonymous on 02-03-2012
  • Method Platform Updates - January 13, 2012

    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 to the usual "live" site, we now have a "staging" site. ...
    Posted to Release Notes (Weblog) by Method_Paul on 01-14-2012
  • New groovy buttons, SmartVault beta, and Intuit OpenID all come to Method CRM's January version

    We did a BIG release today, a culmination of several projects coming together.  Here's an overview of what's new since our last release.     A new look with some new features - can you spot them?   Staging site Starting today, the latest version of Method is always "opt-in".  We now give you the ...
    Posted to Blog (Weblog) by Method_Paul on 01-13-2012
  • Method Expense Reports Updates - December 9 - December 14, 2011

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Expense Report New - when submitting, un-submitting, approving and rejecting an expense report, an email will be sent to the recipient letting them know that the report is ready for review. ...
    Posted to Release Notes (Weblog) by Anonymous on 12-14-2011
  • Method CRM Updates - November 21, 2011

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activities List Improved - the “Customer / Vendor” and “Contact Name / Phone / Email” columns have been combined into one column.  Now we display “Contact / Name / ...
    Posted to Release Notes (Weblog) by Anonymous on 11-21-2011
  • 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 - the label for “Details” has now been updated to ...
    Posted to Release Notes (Weblog) by Anonymous on 11-04-2011
  • 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) New - added a checkbox that indicates if the user would like new cases to ...
    Posted to Release Notes (Weblog) by Anonymous on 10-21-2011
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