Hi Michele,
Just to clear this up, the February release is essentially a temporary updated version of our main site, when we have bug fixes or new features we introduce it in a 'stage' release. Once we have confirmation that there are no issues with this new version, it will then replace the October Release and the option to switch between releases would go away.
As an example, let's say it is July of this year, and we have just finished adding some additional features to Method. We would first add our 'stage' release option, this would be labelled as "July Release", then you would still have an option to continue using our live site without these additions, it would be labelled "February Release".
With all this said, if you log into the February release currently, and create an activity with a follow-up activity, the fix is there so that there would be no unassociated Opportunity. However if you have some unrelated Opportunities from the past and log into the February release, these will not change, you would still have to correc them manually. The fix in the February release only works when for this actual 'action' when it is performed.
Also, if you were to log into the February release, create this new Activity and Follow-up Activity, then logged out and back into the "October" release, there would be no changes the activity and follow-up activity would still remain as they were, correct. But if while still in October you create a new Activity/Follow-up Activity, then it would still be broken after doing it, looking from both versions.
I hope that makes sense, just let me know if you have any further questions about that part.
That's great you have already been able to import your Contacts, I understand it is your busy season so you have to put this on the back burner for a little while. However, when you are looking back at adding your notes from your old CRM, this shouldn't be too difficult, your best bet would be to export your current contact list from Method. You should then be able to open it in Excel, add whatever notes you want for each contact (not sure if you can organize your spreadsheet in a way that would allow you to copy and past your old notes into this spreadsheet), then reimport them back to Method, making sure to compare the "RecordID" field during import so you don't create duplicates.
Also keep in mind, there is a note field for individual 'contacts', but there is also a notes field for each "Customer" Record.
Activities/tasks, that is a bit of a different story however, this wouldn't be as easy an import as contacts, there are a few relationships that would need to be established for it to work correctly, and you would have to make sure you have included all of the mandatory fields during the import. You might find this easier to do manually as you mentioned above, however you can relook at this when you have more time.
-Ben