Quickly See Activity Comments

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An AERO user can quickly see a MethodCRM activity comments from the work assignment list screen. From Work>Assignment click the link in the type column. A popup will show displaying the assignment comments. AERO Workflow Manager can be downloaded from the MethodCRM app library.

Getting Started with AERO

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This recorded webinar covers the basics of setting up and using AERO  Workflow Manager.  The running time is approximately 40 minutes. AERO is built on the MethodCRM platform and is therefore fully integrated with QuickBooks.