Method Community

With all the madness of the last month, we nearly forgot to let you know about a couple great new features to Method: Tags and a new List Builder. These features allow you to get more done in Method in less time than ever before. Tags help you more easily categorize the people you need to reach and keep track of. They are more powerful than a ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Tags & List Builder Screens 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 ...

The community is buzzing today about the announcement on TechCrunch of our $3 Million Series A capital raise, led by Klass Capital (backed by HOOPP - a $40 Billion pension fund). This is exciting news for me, for our team, and for the amazingly innovative small businesses using Method. We have a different story from the stereotypical tech ...

Klass Capital investment accelerates extreme product development and international growth Toronto, February 14, 2013 – Method, a high-growth Toronto-based startup and creator of  the number one-rated CRM app on the Intuit Partner Platform, has just completed a deal for $3 million in Series A funding. Backed by Klass Capital, a North ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Screen Tags - The new "Tag" field has been added to the Customer List, Lead List as well as the Contacts grids in the Edit Customer and Edit Lead screens. This will continue to be ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Screen Tags - You'll see a new "Tag" field in the Contacts screen. This will be phased in over the next week on many other screens in Method CRM, and will be a new way to ...

"January" version now available The following updates are available on the staging site, as of January 18th.  You can access the January version by clicking "Switch to the January Version" when you sign into Method. Improvement: documentation for the Outlook add-in now points to a kb article rather than an old blog ...

At Method CRM, we’re firm believers that online is the future for small businesses. I mean, we did create an online app after all! This month the first SmallBizVCon is being hosted by Stacy Kildal and Dawn Brolin, both avid users of online solutions and named CPA Practice Advisor’s list of “2012 Most Powerful Women in ...

Intuit App Center received a big update last week, something that had been anticipated from an earlier announcement in their IPP blog, where they wrote: "We will be presenting apps based on a simple formula: number of reviews x star rating (to represent quality). " On the surface, this may seem like trivial news. It may even beg ...

Seasons Greetings, Joyeux Noël!, Boas Festas!, Buone Feste, Ii holide ezimnandi, Sarbatori Fericite!, Frohe Weinachten!, Feliz Navidad, Mele Kalikimaka, Wesołych Świąt, Boldog Ünnepeket On behalf of the Method Team, I’d like to wish everyone a happy holiday season!  May your holidays be filled with love, joy and laughter as ...