Method Community

Here are the updates for the Feb 23, 2011 Dashboard: •    Minor cosmetic updates to fonts and help notes on screen. Budgets / Contracts: •    New Refresh button for the details grid. •    New reports available under 'Print...' for the details section. •    ...

  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 they think to themselves: How do I pay for this?  I have 2 ...

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 marketing such as search engine optimization, email marketing and social ...

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 you to easily send an invoice to a customer for them to view and make payments ...

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, presented by Joe Woodard, will bring together QuickBooks ProAdvisors and Intuit Solution ...

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 over the past few months.     CSConsult began as a bookkeeping and ...

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 have been all the rage.  The purpose for a URL shortener is traditionally to make a ...

Filed under: How do I synchronize CRM with QuickBooks? Today you'll see a new Method Integration Engine (the synchronization manager that syncs QuickBooks with Method CRM).  Here are the changes: QuickBooks Item Groups - big changes were made so that Item Groups can be added on Method and have the items in the group populate ...

Today we launched version 1.0.0.190 of the Method Integration Engine (the sync manger for QuickBooks integration).  This is this first big update of QuickBooks synchronization in over a year and I think you'll agree it is worth the wait.  The following QuickBooks transactions will now connect to Method, regardless of their ...

Hello everyone, Today's blog entry is about using charts. Charts are a nice way to make an otherwise dull report look spiffy; the reports can also be embedded in a screen (Look at the Sales Center Dashboard). Now it's time to dive into creating a chart on a report. Here's the scenario - you want to print a chart that ...