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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 ...

For version 2.1.40 of Method Outlook Plug-in, here are the updates: New, sleek Method icons. New, quick and painless auto-updatable installation. Updated ribbon interface for Outlook 2010 Resolved an issue with saving synchronization settings for multiple accounts. Fully compatible with upcoming CRM update * * Attention: Older versions ...

As some of you may have already noticed the way contacts are initially added in Method has changed. Previously, when a customer was added through Method or QuickBooks, Method would create two entries in the Contacts tables for that customer.  One for ‘Contact' and the other for ‘Alt Contact' from QuickBooks.  This ...

  It was nice to wake up this morning to see Method’s name splashed on ZDNet, and Intuit’s press releases.  Today Intuit announced a new way of integrating with QuickBooks, called Intuit Anywhere.  For QuickBooks users it’s a great way to connect your favorite web apps all in one place. It’s also got a cool ...

We previewed a great new feature at the Scaling New Heights conference last week called "Reminders", and I'm happy to announce this is now live in all Method accounts.  If you turn Reminders on in your account, Method will send you an email 15 minutes before your activity is due, along with a link that takes you straight into ...

With all the new browsers that emerged over the past three weeks, we're happy to announce that today's Method update plays nice with some familiar faces (Internet Explorer and Firefox) and some not-so-familiar faces (Chrome and Safari).  First some housekeeping Please turn Compatibility Mode Off - If you are using IE8 (Internet ...