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Release Notes

February 2013 - Posts

  • Method CRM updates - Feb 17, 2013

    The following indicates which accounting application(s) the release note(s) apply to.

    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Tags & List Builder Screens

    • Tags - The new "Tag" field has been added to the ListBuilder screen. (QBO & QBD)
    • ListBuilder - a new version of the ListBuilder has been released. It allows for a faster insert of contacts based on status and type. It handles the new tag fields, eliminates duplicates, and has the option to clear the list before doing an insert. (QBO & QBD)
    • Help Center for Tags - We wrote a help center article that explains how tags work.


    Enjoy,

    Paul

  • Method CRM updates - Feb 4, 2013

    The following indicates which accounting application(s) the release note(s) apply to.

    • QBD = QuickBooks Desktop
    • QBO = QuickBooks Online

    Contacts Screen

    • Tags - The new "Tag" field has been added to the Customer List, Lead List as well as the Contacts grids in the Edit Customer and Edit Lead screens. This will continue to be phased in this week, with a new List Builder. Stay tuned for more (QBO & QBD)


    Enjoy,

    Paul

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