Method Community

  Mobile Invoice When a Customer is selected the Rep field is populated with the Sales Rep that is assigned to the Customer (QuickBooks Desktop) Set default grid filter to Shared Invoices for Today (QuickBooks Desktop and QuickBooks Online) Mobile Estimate When a Customer is selected the Rep field is ...

Customer and Contacts List Updated - ‘Balance’ column to be a fixed width. (QBD & QBO) Portal Cases Fix - activities that are inserted for an existing Case through the portal will now fill in the “Contacts” field in the Cases table with the logged in user from the portal.  Prior to CRM 2.0, ...

Method Field Services updates Fix - The Field Service Dashboard screen had links to CRM activities, cases and opportunities.  These were pointing to the old version of Method CRM, so they were dead links for new users and users who recently upgraded.  A check is now done to see if you are using the new CRM 2.0, and if so, it ...

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 from Intuit with an early version using Intuit Anywhere.  Finally, we entered ...

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, and a Clear All button to ignore all conflicts. New - You now have the ability to ...

  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 ...