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Method CRM updates - Feb 17, 2013

27 July 2013 Written by 
Published in Releases

Method CRM updates - Feb 17, 2013

Posted: 17 Feb 2013 06:03 PM PST

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

  • · QBD = QuickBooks Desktop
  • · QBO = QuickBooks Online
  • · 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)

Tags & List Builder Screens

Help Center for Tags - We wrote a help center article that explains how tags work.

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