Method Community

Last year, I was super excited when we released version 1.0 of our Outlook plug-in tool.   Now, less than a year later, I am thrilled to announce version 2.0 is officially open for public beta.   Caution – please sit down if you’re not already, as you may experience higher than normal levels of excitement when reading ...

  Method’s web based interface already allows you to create a QuickBooks Sales Order and have that Sales Order appear in QuickBooks real-time.  Slick, isn’t it?  What many QuickBooks users are accustomed to is the ability to convert a Sales Order into a QuickBooks Invoice.   Now you might ask yourself, ...

When entering a customer or vendor into QuickBooks, you already have the ability to add contact information for the main contact, as well as one additional alternate contact.  Is this sufficient?  What happens when you have more than one contact at that company such as the accountant, manager, VP, or sales rep?  In this day in age ...

As a sales representative, managing your sales opportunities is pretty important.  After all, an opportunity that is monitored and managed properly could potentially equal a sale.  Throughout a typical sales process, a sales representative would update the opportunity “stage” to match where the client currently sits in moving ...

When your sales team logs into Method this morning, they might notice a facelift to the Sales Center Dashboard.  “A picture is worth a thousand words” and you’ll see a few pictures, well charts to be exact, to help you know exactly how you’re doing.  We’ve added 4 new charts, each highlighting specific areas ...

The CPA Technology Advisor, an online and print publication, is a definitive resource for more than 40,000 tax and accounting professionals.  Last week, I was asked to be a guest for a podcast hosted by Darren Root (President @ Root & Associates LLC) and Doug Sleeter (President @ The Sleeter Group).  These two individuals know a ...

On January 20 @ 1:00pm EST, Valbon Shabani will continue with the next instalment of Method Field Services level 2. This level 2 webinar will demonstrate the use of the work order waiting list, going further into details and cost, equipment and other options that surround the work order. Space is limited. Reserve your Webinar seat now ...

So you’re all excited to use Method.  Perhaps you’ve added a couple of new fields, edited some of the existing screens and maybe even added a few new tables of your own.  Fantastic!  Your sales team gets their hands on Method and what’s the first thing they say to you?  How can I enter in this list of ...

On January 13 @ 1:00pm EST, Ryan will be taking a 2nd look at Method Warehouse. We will be looking at some more advanced features of Method Warehouse. We will be covering how to setup the MRP Calculator, as well as how to use the locations section of warehouse. Space is limited. Reserve your Webinar seat now ...

Last week we released a big new update to Method platform, so in keeping with tradition, I get to put my "geek hat" on and announce some of the goodies. Of the many new features, here are some highlights: 1. "Add New" event added to dropdown fields We added a new event to dropdown fields called "Add New".  ...