Method Community

  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 of imagination, a lot of other conversations here start with "Wouldn't ...

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 QuickBooks Online) New - ‘Shared Inactive Customers and ...

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 budget lines with decimal values will display when creating an invoice from ...

The webinars listed below reference older screens and/or features that are no longer used in the most recent updates available through Method.  It is likely that newer webinars will be recorded to cover topics listed on this page.  While some of the information may still be relevant, it is important to be aware and cautious of ...

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 number one place since we publish all the latest and greatest platforms changes as blog ...

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 the “Enter” key triggers the actions located in the “Search” ...

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 a new lead/customer/vendor and clicking “Save”, a conditional warning ...

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 at Scaling New Heights in May and we received amazing reviews. ...

There are 3 steps involoved to switch to the new CRM. Step 1: Switch Go to Customize > My Account. Scroll to the bottom. If you are currently using Method CRM and would like to switch to the new CRM, click switch to this edition for Method CRM for QB Desktop. If you are currently using Method Full Blown Edition(now called Method CRM ...

The following are a list of updates which are now available for Method CRM. ContactsPortal_NewCase Updated so that the miURL used for emailing new cases to internal staff goes to Cases > Edit Case.  Before this was pointing to a CRM 1.0 screen which is no longer used. ContactsPortal_Cases Updated so that the miURL used for ...