All Blog Posts
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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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With today's release of the new portals, I can happily announce: the days of emailing PDF invoices are over . They are dead. Stick a fork in them. Emailing invoices just creates a hassle for your customers. When your customers receive an emailed invoice...
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Today I’ll be shining the spotlight on another one of our overseas friends in the United Kingdom. This spotlight features a real Method CRM user in the digital marketing services industry, in Bath, UK. realityhouse builds websites and delivers digital...
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With the release of the new QuickBooks Receive Payment screen, more and more Method users are beginning to accept payments directly in Method. That number is about skyrocket with the upcoming release of the new "Contacts Portal" since it allows...
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It might still be winter, but here at Method we’re already gearing up for and looking forward to this year’s Scaling New Heights Conference , taking place in a few short months. From May 23-25, 2011, the third annual Scaling New Heights Conference...
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The other day, I had a wonderful conversation with Antonio Macedo from CSConsult over in Liverpool, United Kingdom. After speaking with Antonio, I knew he’d make a great user spotlight due to his rapid implementation and impressive Method customizations...
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Look out bit.ly ! Watch your back goo.gl ! Method Integration now has a URL shortener of its own: MIurl.cc ! Ever since Twitter , FaceBook and LinkedIn status updates introduced the need to say a whole lot in as little as 140 characters, URL shorteners...
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