All Blog Posts
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It's no secret that we've been working on a QuickBooks Online version of Method CRM for some time now. We announced that we were working on it at Scaling New Heights in May to our Method Solution Providers . We were then highlighted by Alex Barnett...
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Method Platform updates New - 'Method Coach' now sends you notification emails when you complete setup tasks and recommends your next steps. Read more: http://miurl.cc/Coach New - Resolve Conflicts now has a Clear link to ignore the conflict,...
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At Method HQ, we've talked for some time now about having a "Method Coach" feature. Most of the discussions start with big, bulging eyes and a "Wouldn't it be cool if..." declaration - but to be fair, being a tech company full...
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Customers and Contacts List New - ‘My Inactive Customers and Contacts’ filter view. (QuickBooks Desktop and QuickBooks Online) New - ‘My Customers and Contacts with a Balance greater than 0’ filter view. (QuickBooks Desktop and...
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Converting Estimates to Budget / Contracts A new Estimate screen (tab-link) added to create Estimates and quickly convert them to Budget / Contracts. Budget / Contacts New feature to load templates (described in detail below). Platform update now ensures...
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This past May while participating in a session on Method at Scaling New Heights, someone asked if there was an easier way to stay up to date with all the updates that Method released. I of course responded letting them know that the Method blog was the...
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Search Customer List and Search Contacts List When clearing the filters on the screen by clicking “Clear”, Method will now take the cursor to the Full Name box automatically (QuickBooks Desktop and QuickBooks Online) Updated so that hitting...
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New Opportunity When creating a new lead or a new customer from the New Opportunity screen, after clicking “Save” the radio button selection was not automatically switching to “Existing Customer” after saving. New Case When creating...
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We’ve been very busy over the last few months. Want to know why? We’ve been working tirelessly on a refreshed version of Method CRM that now focuses on workflow and ease of access to your CRM and QuickBooks information. This was first previewed...
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As some of you may have already noticed the way contacts are initially added in Method has changed. Previously, when a customer was added through Method or QuickBooks, Method would create two entries in the Contacts tables for that customer. One for ‘Contact'...
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It was nice to wake up this morning to see Method’s name splashed on ZDNet , and Intuit’s press releases. Today Intuit announced a new way of integrating with QuickBooks, called Intuit Anywhere . For QuickBooks users it’s a great way...
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We previewed a great new feature at the Scaling New Heights conference last week called "Reminders", and I'm happy to announce this is now live in all Method accounts. If you turn Reminders on in your account, Method will send you an email...
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With all the new browsers that emerged over the past three weeks, we're happy to announce that today's Method update plays nice with some familiar faces (Internet Explorer and Firefox) and some not-so-familiar faces (Chrome and Safari). First...
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Today is a big day! Not only are we releasing one exciting new Method App out of beta, but two! If you’ve been patiently awaiting the out-of-beta launch for either Method Expense Reports or Method Professional Services, then today is your lucky...
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Last week we released the new portals . That's a big release. A couple weeks before that it was the MIurl.cc release . Another big release. But while these were being rolled out over the last few weeks, we still had several platform updates that went...
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