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Release Notes

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

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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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