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Release Notes

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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About Method_Paul

While studying at Queen's School of Business in 1999, Paul founded Alocet Incorporated, developing 'QXpress', which later became the top rated field service scheduling add-on for QuickBooks. Alocet Incorporated later went on to create Method Integration - an innovative small business management platform that allows users to create their own web apps for QuickBooks.

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