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One of the main reasons a business chooses to use a CRM product is because they want to make sure they don’t lose touch with any of their leads or customers.   After all, customers are the lifeblood of any company.  If you find yourself still putting reminders in Outlook or using sticky notes, alarm bells should be going ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Estimate New - Applied safety guard on Print Preview button so that only 1 record will ever show. (QBD) Fix - When selecting a customer from the Customer:Job dropdown list, the “Wait for ...

My Profile A new feature has been added to all editions of Method CRM called "My Profile". It allows end-users to change their password, security question, email signature, email address, and notification settings. Previously, the administrator would have to set these. This can be accessed by clicking on their User Name in ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Time Tracking New - the Name dropdown list now displays the currency in the third column. (QBD)   New - the Customer:Job dropdown list now displays the currency in the third column. ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Classes (QBO) Method CRM now syncs with QuickBooks Online Classes, which was only released by Intuit to developers on Friday last week. (QBO) Class tracking is still very primative, and we only ...

  We're excited to announce the release of Method Scheduling & Invoicing for QuickBooks Online. While there are several apps available for Method users who use QuickBooks Desktop, this is the first app available for Method users of QuickBooks Online.  Considering the large percentage of our QuickBooks Online users who are ...

Beta testers of the Method Scheduling & Invoicing for QuickBooks Online app will be happy to see the following updates: User Guide - the user guide is now available here. Add / Edit Work Order - has been updated to include QuickBooks Online specific fields such as Break and Hourly Rate.  Note, you don't see Hourly Rate, it is ...

Method HQ will be away from the office on Monday, September 5th for Labor Day.  Labor Day is one of the rare holidays that both Americans and Canadians celebrate on the same day.  So what happens if you run into issues, have questions or just want to bounce ideas off us?  Feel free to post your questions on our user forum. ...

Add / Edit Work Order - If you leave the "Job Name" blank, it will now be filled in with the first Job Item you choose in the Tasks & Materials grid.  This comes from your feedback that most of the time the job name is the item name you are charging for. Add / Edit Work Order - In the Time In / Time Out tab, the "Job ...

FireFox 6 compatibility - Method has been tweaked for FireFox 6.  Our findings....we are impressed by FireFox 6.  It is fast.  The FireFox lovers at Method HQ are throwing pies at the Chrome lovers.  I'm still a Chrome lover....but I'm not standing so tall right now after testing FireFox 6. Calendar upgrade - We had ...