AERO Workflow Manager Release Notes – August

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The following is a list of AERO Workflow Manager updates for the QuickBooks Online  version of Method:CRM.  Desktop versions are coming soon! Work Tab: New: Work > Assignment – Activities will now show for clients with accounts on hold, but accepting the activity will show a warning instead of starting an activity. New: Work > Details – A New […]

AERO Updates – July 25

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The following is a list of AERO updates for both the QuickBooks Online version of Method and the QuickBooks Desktop version of Method Work Tab New: Work > Assignment – Added “Refresh” button to reload task list when it has gotten stale by being open too long. New: Work > Activity Name (pop-up window to complete activity information) – […]

AERO Workflow Manager Update — April 1

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The following applies to both the QuickBooks Online version of Method and the QuickBooks Desktop version of Method. Work Tab New: Add > Work – Activity name automatically copies to the activity comments for access from non-AERO applications, like the Activities tab in Method and reminder emails. Improved: Add > Work – Auto-save box is checked by […]

AERO Workflow Manager Updates – Dec. 27

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The following indicates which accounting application(s) the release note(s) apply to: QBD = QuickBooks Desktop QBO = QuickBooks Online Work Tab New: Work > Details – Added autosave every minute for recorded time and time-tracking notes. (QBD) New: Work > Details > More – Added button to show associated email fields. (QBD) Improved: Work > Details […]